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Invesco RAFI Strategic US ETF
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Overview Fund Activity

95 hedge funds and large institutions have $375M invested in Invesco RAFI Strategic US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
42
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$23M
2
LPL Financial
2
LPL Financial
California
$64M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
CCFM
4
Clear Creek Financial Management
Washington
$4.82M
5
GWM
5
Geneos Wealth Management
Colorado
$8.42M

Top Sellers

1
TAM
1
Titleist Asset Management
Texas
$941K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
IA
3
IFG Advisory
Georgia
$5.93M
4
MFG
4
Merit Financial Group
Georgia
$12M
5
NA
5
NewEdge Advisors
Louisiana
$750K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$4.24M 85,828 +3,146 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.14M 63,513 +53,893 +560%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.08M 62,343 +1,012 +2%
DFA
29
Davies Financial Advisors
California
$2.13M 43,185 +23,851 +123%
Bank of America
30
Bank of America
North Carolina
$1.95M 39,530 +12,065 +44%
SFG
31
Sovereign Financial Group
Connecticut
$1.93M 39,143 +2,260 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.91M 38,745 +6,444 +20%
SPIA
33
Steward Partners Investment Advisory
New York
$1.85M 37,492 +24,504 +189%
AC
34
AIFG Consultants
New York
$1.77M 35,777 -1,075 -3%
NWM
35
Nova Wealth Management
Florida
$1.63M 33,062 +1,966 +6%
CA
36
CoreCap Advisors
Michigan
$1.58M 32,097 -1,060 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.57M 31,786 +18,630 +142%
SIM
38
Synergy Investment Management
Florida
$1.54M 31,223 +18,715 +150%
LFG
39
Larson Financial Group
Missouri
$1.43M 29,025 +12,407 +75%
CAG
40
Centerpoint Advisory Group
Kansas
$1.13M 22,952 -128 -0.6%
FFA
41
Farther Finance Advisors
California
$1.11M 22,445 +22,445 New
EFH
42
Eaton Financial Holdings
Florida
$943K 19,104 -15,150 -44%
TAM
43
Titleist Asset Management
Texas
$941K 19,070 -208,133 -92%
OPS
44
Orion Portfolio Solutions
Nebraska
$938K 19,011 +19,011 New
BCI
45
Brinker Capital Investments
Pennsylvania
$938K 19,011 +19,011 New
EH
46
Equitable Holdings
New York
$847K 17,152 +11,202 +188%
BCG
47
Breakwater Capital Group
New Jersey
$758K 15,359 +7,581 +97%
NA
48
NewEdge Advisors
Louisiana
$750K 15,188 -22,200 -59%
Citadel Advisors
49
Citadel Advisors
Florida
$745K 15,094 +15,094 New
AFA
50
AllGen Financial Advisors
Florida
$711K 14,414 +9,025 +167%
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