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Invesco RAFI Strategic US ETF
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Overview Fund Activity

90 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, 20 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+16
Holders Change %
+21.62%
% 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
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$9.43M
3
LWM
3
Lighthouse Wealth Management
Ohio
$8.47M
4
BFF
4
Byrne Financial Freedom
Massachusetts
$5.46M
5
KAS
5
Kestra Advisory Services
Texas
$10.7M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$17.2M
2
EFH
2
Eaton Financial Holdings
Florida
$1.7M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TAM
4
Titleist Asset Management
Texas
$11.3M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.05M 61,331 +1,482 +2%
IAA
27
Independent Advisor Alliance
North Carolina
$2.38M 47,841 +47,841 New
NA
28
NewEdge Advisors
Louisiana
$1.86M 37,388 +9,852 +36%
SFG
29
Sovereign Financial Group
Connecticut
$1.83M 36,883 +10,615 +40%
AC
30
AIFG Consultants
New York
$1.83M 36,852 +9,280 +34%
EFH
31
Eaton Financial Holdings
Florida
$1.7M 34,254 -49,123 -59%
CA
32
CoreCap Advisors
Michigan
$1.65M 33,157 +543 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.6M 32,301 +1,195 +4%
NWM
34
Nova Wealth Management
Florida
$1.54M 31,096 +31,096 New
Bank of America
35
Bank of America
North Carolina
$1.36M 27,465 -360 -1%
CAG
36
Centerpoint Advisory Group
Kansas
$1.15M 23,080 +23,080 New
RW
37
RVW Wealth
California
$1.07M 21,511 -2,170 -9%
DFA
38
Davies Financial Advisors
California
$960K 19,334 +3,201 +20%
SWP
39
Stratos Wealth Partners
Ohio
$837K 16,846 -18 -0.1%
LFG
40
Larson Financial Group
Missouri
$825K 16,618 +1,206 +8%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$653K 13,156 +13,156 New
SPIA
42
Steward Partners Investment Advisory
New York
$645K 12,988 +12,988 New
SIM
43
Synergy Investment Management
Florida
$621K 12,508 +12,508 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$553K 11,143 -5 -0%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$522K 10,518 +2,934 +39%
AF
46
Allworth Financial
California
$512K 10,003 +10,003 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$478K 9,620 +9,620 New
SP
48
Sequent Planning
Nebraska
$412K 8,294 +32 +0.4%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$410K 8,259 +593 +8%
RA
50
RFG Advisory
Alabama
$401K 8,071 +152 +2%
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