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Invesco RAFI Strategic US ETF
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Overview Fund Activity

68 hedge funds and large institutions have $236M invested in Invesco RAFI Strategic US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
33
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
3
IDA
3
Intelligence Driven Advisers
California
$17.1M
4
BA
4
Bridge Advisory
California
$5.24M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SAW
2
Signal Advisors Wealth
Michigan
$0
3
FWM
3
Foguth Wealth Management
Michigan
$3.02M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
RW
5
RVW Wealth
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.44M 30,253 +2,137 +8%
Bank of America
27
Bank of America
North Carolina
$1.09M 22,917 +4,135 +22%
RW
28
RVW Wealth
California
$1.02M 21,420 -7,366 -26%
SWP
29
Stratos Wealth Partners
Ohio
$806K 16,991 -699 -4%
IF
30
Intrua Financial
Texas
$682K 14,376 +1,033 +8%
LFG
31
Larson Financial Group
Missouri
$682K 14,376 +14,376 New
SA
32
Sanctuary Advisors
Indiana
$584K 12,715 +12,715 New
AP
33
Advisors Preferred
Maryland
$507K 10,718 +6,647 +163%
IWC
34
Integrated Wealth Concepts
Massachusetts
$507K 10,692 +131 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$408K 8,595 +2,321 +37%
SP
36
Sequent Planning
Nebraska
$389K 8,228 -645 -7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$373K 7,861 -194 -2%
FA
38
Fermata Advisors
California
$363K 7,657 -40 -0.5%
Citigroup
39
Citigroup
New York
$360K 7,595 +7,595 New
EH
40
Equitable Holdings
New York
$339K 7,138 -1,549 -18%
RA
41
RFG Advisory
Alabama
$290K 6,113 +6,113 New
MCM
42
Mainstay Capital Management
Michigan
$283K 5,977 – –
FA
43
Flagstar Advisors
New York
$283K 5,959 +5,959 New
AAS
44
Avantax Advisory Services
Texas
$264K 5,564 +149 +3%
GRP
45
Global Retirement Partners
California
$263K 5,536 +986 +22%
TFS
46
Thoroughbred Financial Services
Tennessee
$252K 5,326 +5,326 New
WFA
47
WMG Financial Advisors
Tennessee
$249K 5,260 – –
SB
48
Strategic Blueprint
Georgia
$247K 5,207 +5,207 New
DFA
49
Davies Financial Advisors
California
$239K 5,040 +5,040 New
LA
50
Lifeworks Advisors
Michigan
$215K 4,532 +251 +6%
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