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Invesco RAFI Strategic US ETF

104 hedge funds and large institutions have $506M invested in Invesco RAFI Strategic US ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.88M
SIM
27
Synergy Investment Management
Florida
$3.42M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.13M
NWM
29
Nova Wealth Management
Florida
$3.08M
GS
30
GTS Securities
New York
$2.97M
Bank of America
31
Bank of America
North Carolina
$2.46M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.35M
SFG
33
Sovereign Financial Group
Connecticut
$1.97M
ES
34
Eagle Strategies
New York
$1.93M
CA
35
CoreCap Advisors
Michigan
$1.63M
AIM
36
Advyzon Investment Management
Illinois
$1.63M
CD
37
Capital Developers
North Carolina
$1.59M
CWM
38
CCG Wealth Management
California
$1.57M
BCG
39
Breakwater Capital Group
New Jersey
$1.48M
LFG
40
Larson Financial Group
Missouri
$1.4M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.31M
RBWA
42
RFG - Bristol Wealth Advisors
Massachusetts
$1.2M
CAG
43
Centerpoint Advisory Group
Kansas
$1.1M
SPIA
44
Steward Partners Investment Advisory
New York
$904K
RW
45
RVW Wealth
California
$782K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$756K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$662K
IWC
48
Integrated Wealth Concepts
Massachusetts
$640K
SPC
49
Sigma Planning Corp
Michigan
$634K
Citadel Advisors
50
Citadel Advisors
Florida
$607K