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Invesco RAFI Strategic US ETF

96 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, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $327M → $375M (+$48M)

9.16% more ownership

Funds ownership: 52.22%61.38% (+9.2%)

5% more funds holding

Funds holding: 9196 (+5)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% 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
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$4.24M +$159K +3,146 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.14M +$2.72M +53,893 +560%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.08M +$51.1K +1,012 +2%
DFA
29
Davies Financial Advisors
California
$2.13M +$1.21M +23,851 +123%
Bank of America
30
Bank of America
North Carolina
$1.95M +$610K +12,065 +44%
SFG
31
Sovereign Financial Group
Connecticut
$1.93M +$114K +2,260 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.91M +$326K +6,444 +20%
SPIA
33
Steward Partners Investment Advisory
New York
$1.85M +$1.24M +24,504 +189%
AC
34
AIFG Consultants
New York
$1.77M -$54.3K -1,075 -3%
NWM
35
Nova Wealth Management
Florida
$1.63M +$99.3K +1,966 +6%
CA
36
CoreCap Advisors
Michigan
$1.58M -$53.6K -1,060 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.57M +$941K +18,630 +142%
SIM
38
Synergy Investment Management
Florida
$1.54M +$946K +18,715 +150%
LFG
39
Larson Financial Group
Missouri
$1.43M +$627K +12,407 +75%
CAG
40
Centerpoint Advisory Group
Kansas
$1.13M -$6.47K -128 -0.6%
FFA
41
Farther Finance Advisors
California
$1.11M +$1.13M +22,445 New
EFH
42
Eaton Financial Holdings
Florida
$943K -$765K -15,150 -44%
TAM
43
Titleist Asset Management
Texas
$941K -$10.5M -208,133 -92%
BCI
44
Brinker Capital Investments
Pennsylvania
$938K +$961K +19,011 New
OPS
45
Orion Portfolio Solutions
Nebraska
$938K +$961K +19,011 New
EH
46
Equitable Holdings
New York
$847K +$566K +11,202 +188%
BCG
47
Breakwater Capital Group
New Jersey
$758K +$383K +7,581 +97%
NA
48
NewEdge Advisors
Louisiana
$750K -$1.12M -22,200 -59%
Citadel Advisors
49
Citadel Advisors
Florida
$745K +$763K +15,094 New
AFA
50
AllGen Financial Advisors
Florida
$711K +$456K +9,025 +167%