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Invesco RAFI Strategic US ETF

69 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.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.7M)

13% more funds holding

Funds holding: 6169 (+8)

0.37% less ownership

Funds ownership: 48.31%47.94% (-0.37%)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.44M +$99.9K +2,137 +8%
Bank of America
27
Bank of America
North Carolina
$1.09M +$193K +4,135 +22%
RW
28
RVW Wealth
California
$1.02M -$344K -7,366 -26%
SWP
29
Stratos Wealth Partners
Ohio
$806K -$32.7K -699 -4%
IF
30
Intrua Financial
Texas
$682K +$48.3K +1,033 +8%
LFG
31
Larson Financial Group
Missouri
$682K +$672K +14,376 New
SA
32
Sanctuary Advisors
Indiana
$584K +$594K +12,715 New
AP
33
Advisors Preferred
Maryland
$507K +$311K +6,647 +163%
IWC
34
Integrated Wealth Concepts
Massachusetts
$507K +$6.12K +131 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$408K +$109K +2,321 +37%
SP
36
Sequent Planning
Nebraska
$389K -$30.2K -645 -7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$373K -$9.07K -194 -2%
FA
38
Fermata Advisors
California
$363K -$1.87K -40 -0.5%
Citigroup
39
Citigroup
New York
$360K +$355K +7,595 New
EH
40
Equitable Holdings
New York
$339K -$72.4K -1,549 -18%
RA
41
RFG Advisory
Alabama
$290K +$286K +6,113 New
MCM
42
Mainstay Capital Management
Michigan
$283K
FA
43
Flagstar Advisors
New York
$283K +$279K +5,959 New
AAS
44
Avantax Advisory Services
Texas
$264K +$6.97K +149 +3%
GRP
45
Global Retirement Partners
California
$263K +$46.1K +986 +22%
TFS
46
Thoroughbred Financial Services
Tennessee
$252K +$249K +5,326 New
WFA
47
WMG Financial Advisors
Tennessee
$249K
SB
48
Strategic Blueprint
Georgia
$247K +$243K +5,207 New
DFA
49
Davies Financial Advisors
California
$239K +$236K +5,040 New
IFG
50
Independent Financial Group
California
$225K