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Invesco RAFI Strategic US ETF

75 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, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $236M → $287M (+$50.7M)

9% more funds holding

Funds holding: 6975 (+6)

1.3% more ownership

Funds ownership: 47.94%49.24% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
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
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
26
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M -$5.36M -110,437 -74%
CA
27
CoreCap Advisors
Michigan
$1.64M +$65.4K +1,348 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.56M +$41.4K +853 +3%
Bank of America
29
Bank of America
North Carolina
$1.4M +$238K +4,908 +21%
AC
30
AIFG Consultants
New York
$1.39M +$1.34M +27,572 New
NA
31
NewEdge Advisors
Louisiana
$1.39M +$1.34M +27,536 New
SFG
32
Sovereign Financial Group
Connecticut
$1.32M +$1.27M +26,268 New
RW
33
RVW Wealth
California
$1.19M +$110K +2,261 +11%
SWP
34
Stratos Wealth Partners
Ohio
$848K -$6.16K -127 -0.7%
DFA
35
Davies Financial Advisors
California
$811K +$538K +11,093 +220%
LFG
36
Larson Financial Group
Missouri
$775K +$50.2K +1,036 +7%
IWC
37
Integrated Wealth Concepts
Massachusetts
$561K +$22.1K +456 +4%
AP
38
Advisors Preferred
Maryland
$552K +$14.4K +297 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$537K +$517K +10,668 New
SP
40
Sequent Planning
Nebraska
$416K +$1.65K +34 +0.4%
RA
41
RFG Advisory
Alabama
$398K +$87.6K +1,806 +30%
FA
42
Fermata Advisors
California
$388K +$2.96K +61 +0.8%
JP Morgan Chase
43
JP Morgan Chase
New York
$386K +$354K +7,293 +1,955%
AWS
44
Atria Wealth Solutions
New York
$385K +$371K +7,660 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$381K -$49K -1,011 -12%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$377K -$17.5K -361 -5%
SB
47
Strategic Blueprint
Georgia
$362K +$96.4K +1,987 +38%
EH
48
Equitable Holdings
New York
$339K -$19.2K -395 -6%
CWM
49
Centric Wealth Management
Illinois
$337K +$318K +6,564 New
TFS
50
Thoroughbred Financial Services
Tennessee
$319K +$49.7K +1,024 +19%