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Invesco RAFI Strategic US ETF
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Overview Fund Activity

96 hedge funds and large institutions have $361M invested in Invesco RAFI Strategic US ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.29%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
26
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.3M
2
IDA
2
Intelligence Driven Advisers
California
$28.5M
3
LPL Financial
3
LPL Financial
California
$74.4M
4
BI
4
Berkeley Inc
Idaho
$5.53M
5
TF
5
Tandem Financial
Colorado
$3.41M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$0
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
FWM
5
Foguth Wealth Management
Michigan
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
EFH
51
Eaton Financial Holdings
Florida
$535K 10,380 -8,724 -46%
AF
52
Allworth Financial
California
$523K 10,155 -285 -3%
MCM
53
Mainstay Capital Management
Michigan
$434K 8,428 +1,543 +22%
TAM
54
Titleist Asset Management
Texas
$406K 7,887 -11,183 -59%
FFA
55
Farther Finance Advisors
California
$402K 7,813 -14,632 -65%
AWS
56
Atria Wealth Solutions
New York
$400K 7,775 +115 +2%
SWP
57
Stratos Wealth Partners
Ohio
$383K 7,428 +406 +6%
FA
58
Fermata Advisors
California
$374K 7,255 -3 -0%
PFS
59
Prospera Financial Services
Texas
$368K 7,147 -1,834 -20%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$322K 6,245 -3,516 -36%
FA
61
Flagstar Advisors
New York
$307K 5,964 -313 -5%
TFS
62
Thoroughbred Financial Services
Tennessee
$304K 5,914 -7,655 -56%
HighTower Advisors
63
HighTower Advisors
Illinois
$293K 5,695 +5,695 New
CWM
64
Centric Wealth Management
Illinois
$290K 5,559 +17 +0.3%
MEAC
65
M.E. Allison & Co
Texas
$283K 5,495 – –
WFA
66
WMG Financial Advisors
Tennessee
$271K 5,260 – –
RIS
67
Richmond Investment Services
Wisconsin
$231K 4,494 +4,494 New
PS
68
Principal Securities
Iowa
$216K 4,193 +585 +16%
Betterment LLC
69
Betterment LLC
New York
$214K 4,159 +4,159 New
Corient Private Wealth
70
Corient Private Wealth
Florida
$208K 4,043 +4,043 New
LA
71
Lifeworks Advisors
Michigan
$207K 4,023 -642 -14%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$206K 3,991 -7,027 -64%
DAS
73
Dynamic Advisor Solutions
Arizona
$205K 3,972 -799 -17%
RA
74
RFG Advisory
Alabama
$204K 3,957 -4,150 -51%
AAS
75
Avantax Advisory Services
Texas
$201K 3,905 -809 -17%
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3
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