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Invesco RAFI Strategic US ETF

61 hedge funds and large institutions have $205M invested in Invesco RAFI Strategic US ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

61% more capital invested

Capital invested by funds: $128M → $205M (+$77.2M)

42% more funds holding

Funds holding: 4361 (+18)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

2.51% more ownership

Funds ownership: 45.8%48.31% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
61
Holders Change
+18
Holders Change %
+41.86%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
19
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$1.37M -$125K -2,784 -9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.33M +$18.1K +404 +1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.26M +$1.19M +26,483 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1M +$623K +13,878 +192%
Bank of America
30
Bank of America
North Carolina
$891K +$81.2K +1,808 +11%
SWP
31
Stratos Wealth Partners
Ohio
$840K -$325K -7,232 -29%
Goldman Sachs
32
Goldman Sachs
New York
$693K
IF
33
Intrua Financial
Texas
$633K +$95.8K +2,133 +19%
IWC
34
Integrated Wealth Concepts
Massachusetts
$501K +$474K +10,561 New
SP
35
Sequent Planning
Nebraska
$421K +$398K +8,873 New
CAN
36
Cetera Advisor Networks
California
$413K +$391K +8,710 New
EH
37
Equitable Holdings
New York
$412K -$29.3K -652 -7%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$382K -$22.3K -497 -6%
FA
39
Fermata Advisors
California
$365K -$651K -14,490 -65%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$298K +$282K +6,274 New
MCM
41
Mainstay Capital Management
Michigan
$284K +$268K +5,977 New
AAS
42
Avantax Advisory Services
Texas
$257K +$243K +5,415 New
WFA
43
WMG Financial Advisors
Tennessee
$250K
CA
44
Cetera Advisors
Colorado
$245K +$232K +5,168 New
IFG
45
Independent Financial Group
California
$225K
GRP
46
Global Retirement Partners
California
$216K +$15.8K +352 +8%
DAS
47
Dynamic Advisor Solutions
Arizona
$215K -$17.1K -381 -8%
AWS
48
Atria Wealth Solutions
New York
$203K +$192K +4,287 New
LA
49
Lifeworks Advisors
Michigan
$203K +$192K +4,281 New
AP
50
Advisors Preferred
Maryland
$193K +$183K +4,071 New