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Invesco RAFI Strategic US ETF
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Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco RAFI Strategic US ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.8M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
SAW
3
Signal Advisors Wealth
Michigan
$4.22M
4
EFH
4
Eaton Financial Holdings
Florida
$4.19M
5
IDA
5
Intelligence Driven Advisers
California
$21.8M

Top Sellers

1
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$10.9M
4
IF
4
Intrua Financial
Texas
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZIMP
26
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M 38,922 -110,437 -74%
CA
27
CoreCap Advisors
Michigan
$1.64M 32,614 +1,348 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.57M 31,106 +853 +3%
Bank of America
29
Bank of America
North Carolina
$1.4M 27,825 +4,908 +21%
AC
30
AIFG Consultants
New York
$1.39M 27,572 +27,572 New
NA
31
NewEdge Advisors
Louisiana
$1.39M 27,536 +27,536 New
SFG
32
Sovereign Financial Group
Connecticut
$1.32M 26,268 +26,268 New
RW
33
RVW Wealth
California
$1.19M 23,681 +2,261 +11%
SWP
34
Stratos Wealth Partners
Ohio
$848K 16,864 -127 -0.7%
DFA
35
Davies Financial Advisors
California
$811K 16,133 +11,093 +220%
LFG
36
Larson Financial Group
Missouri
$775K 15,412 +1,036 +7%
IWC
37
Integrated Wealth Concepts
Massachusetts
$561K 11,148 +456 +4%
AP
38
Advisors Preferred
Maryland
$552K 11,015 +297 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$537K 10,668 +10,668 New
SP
40
Sequent Planning
Nebraska
$416K 8,262 +34 +0.4%
RA
41
RFG Advisory
Alabama
$398K 7,919 +1,806 +30%
FA
42
Fermata Advisors
California
$388K 7,718 +61 +0.8%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$386K 7,666 +7,293 +1,955%
AWS
44
Atria Wealth Solutions
New York
$385K 7,660 +7,660 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$381K 7,584 -1,011 -12%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$377K 7,500 -361 -5%
SB
47
Strategic Blueprint
Georgia
$362K 7,194 +1,987 +38%
EH
48
Equitable Holdings
New York
$339K 6,743 -395 -6%
CWM
49
Centric Wealth Management
Illinois
$337K 6,564 +6,564 New
TFS
50
Thoroughbred Financial Services
Tennessee
$319K 6,350 +1,024 +19%
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