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Invesco RAFI Strategic US ETF

91 hedge funds and large institutions have $327M invested in Invesco RAFI Strategic US ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 7591 (+16)

14% more capital invested

Capital invested by funds: $287M → $327M (+$39.9M)

2.98% more ownership

Funds ownership: 49.24%52.22% (+3%)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
37
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.05M +$75.3K +1,482 +2%
IAA
27
Independent Advisor Alliance
North Carolina
$2.38M +$2.43M +47,841 New
NA
28
NewEdge Advisors
Louisiana
$1.86M +$500K +9,852 +36%
SFG
29
Sovereign Financial Group
Connecticut
$1.83M +$539K +10,615 +40%
AC
30
AIFG Consultants
New York
$1.83M +$471K +9,280 +34%
EFH
31
Eaton Financial Holdings
Florida
$1.7M -$2.49M -49,123 -59%
CA
32
CoreCap Advisors
Michigan
$1.65M +$27.6K +543 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.6M +$60.7K +1,195 +4%
NWM
34
Nova Wealth Management
Florida
$1.54M +$1.58M +31,096 New
Bank of America
35
Bank of America
North Carolina
$1.36M -$18.3K -360 -1%
CAG
36
Centerpoint Advisory Group
Kansas
$1.15M +$1.17M +23,080 New
RW
37
RVW Wealth
California
$1.07M -$110K -2,170 -9%
DFA
38
Davies Financial Advisors
California
$960K +$163K +3,201 +20%
SWP
39
Stratos Wealth Partners
Ohio
$837K -$914 -18 -0.1%
LFG
40
Larson Financial Group
Missouri
$825K +$61.2K +1,206 +8%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$653K +$668K +13,156 New
SPIA
42
Steward Partners Investment Advisory
New York
$645K +$660K +12,988 New
SIM
43
Synergy Investment Management
Florida
$621K +$635K +12,508 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$553K -$254 -5 -0%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$522K +$149K +2,934 +39%
AF
46
Allworth Financial
California
$512K +$508K +10,003 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$478K +$489K +9,620 New
SP
48
Sequent Planning
Nebraska
$412K +$1.63K +32 +0.4%
JP Morgan Chase
49
JP Morgan Chase
New York
$410K +$30.1K +593 +8%
RA
50
RFG Advisory
Alabama
$401K +$7.72K +152 +2%