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Invesco RAFI Strategic US ETF

104 hedge funds and large institutions have $509M invested in Invesco RAFI Strategic US ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 100104 (+4)

2% more capital invested

Capital invested by funds: $500M → $509M (+$8.85M)

0.59% more ownership

Funds ownership: 71.74%72.32% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
13
Increased
37
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$634K -$22.2K -376 -3%
Citadel Advisors
52
Citadel Advisors
Florida
$607K -$164K -2,769 -21%
TFS
53
Thoroughbred Financial Services
Tennessee
$534K +$1.83K +31 +0.3%
KWM
54
Kingsview Wealth Management
Oregon
$508K -$23.8K -403 -4%
VR
55
Valued Retirements
Texas
$490K +$500K +8,453 New
Jane Street
56
Jane Street
New York
$487K -$172K -2,902 -26%
BCI
57
Brinker Capital Investments
Pennsylvania
$470K -$570K -9,636 -54%
PFS
58
Prospera Financial Services
Texas
$462K -$2.07K -35 -0.4%
AF
59
Allworth Financial
California
$450K +$4.91K +83 +1%
EH
60
Equitable Holdings
New York
$432K -$219K -3,706 -33%
FA
61
Fermata Advisors
California
$425K +$19.8K +334 +5%
NFP
62
Narus Financial Partners
Utah
$422K -$56.5K -955 -12%
HighTower Advisors
63
HighTower Advisors
Illinois
$420K -$9.29K -157 -2%
EFH
64
Eaton Financial Holdings
Florida
$407K -$179K -3,032 -30%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$380K +$11.8K +200 +3%
TAM
66
Titleist Asset Management
Texas
$366K -$33.2K -562 -8%
WDL
67
Well Done LLC
Michigan
$350K +$357K +6,036 New
DWM
68
Dakota Wealth Management
Florida
$334K -$37.8K -639 -10%
CWM
69
Centric Wealth Management
Illinois
$333K -$21K -355 -6%
SWP
70
Stratos Wealth Partners
Ohio
$322K -$13K -219 -4%
SIS
71
Sound Income Strategies
Florida
$306K
FFA
72
Farther Finance Advisors
California
$300K -$177 -3 -0.1%
SFS
73
Sunrise Financial Services
Washington
$299K -$16.7K -282 -5%
OBWG
74
Onyx Bridge Wealth Group
New York
$298K -$209K -3,528 -41%
RIS
75
Richmond Investment Services
Wisconsin
$260K