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Invesco RAFI Strategic US ETF
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Overview Fund Activity

60 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.

Holders
60
Holders Change
+18
Holders Change %
+42.86%
% of All Funds
0.87%
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
–

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$11.3M
2
IDA
2
Intelligence Driven Advisers
California
$11.2M
3
TAM
3
Titleist Asset Management
Texas
$10.8M
4
AWA
4
ARQ Wealth Advisors
Arizona
$6.83M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.7M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$11.5M
2
LPL Financial
2
LPL Financial
California
$28.8M
3
FA
3
Fermata Advisors
California
$365K
4
RJA
4
Raymond James & Associates
Florida
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$1.37M 28,786 -2,784 -9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.33M 28,116 +404 +1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.26M 26,483 +26,483 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1M 21,122 +13,878 +192%
Bank of America
30
Bank of America
North Carolina
$891K 18,782 +1,808 +11%
SWP
31
Stratos Wealth Partners
Ohio
$840K 17,690 -7,232 -29%
Goldman Sachs
32
Goldman Sachs
New York
$693K 14,603 – –
IF
33
Intrua Financial
Texas
$633K 13,343 +2,133 +19%
IWC
34
Integrated Wealth Concepts
Massachusetts
$501K 10,561 +10,561 New
SP
35
Sequent Planning
Nebraska
$421K 8,873 +8,873 New
CAN
36
Cetera Advisor Networks
California
$413K 8,710 +8,710 New
EH
37
Equitable Holdings
New York
$412K 8,687 -652 -7%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$382K 8,055 -497 -6%
FA
39
Fermata Advisors
California
$365K 7,697 -14,490 -65%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$298K 6,274 +6,274 New
MCM
41
Mainstay Capital Management
Michigan
$284K 5,977 +5,977 New
AAS
42
Avantax Advisory Services
Texas
$257K 5,415 +5,415 New
WFA
43
WMG Financial Advisors
Tennessee
$250K 5,260 – –
CA
44
Cetera Advisors
Colorado
$245K 5,168 +5,168 New
GRP
45
Global Retirement Partners
California
$216K 4,550 +352 +8%
DAS
46
Dynamic Advisor Solutions
Arizona
$215K 4,534 -381 -8%
AWS
47
Atria Wealth Solutions
New York
$203K 4,287 +4,287 New
LA
48
Lifeworks Advisors
Michigan
$203K 4,281 +4,281 New
AP
49
Advisors Preferred
Maryland
$193K 4,071 +4,071 New
HI
50
Harbour Investments
Wisconsin
$119K 2,511 +87 +4%
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