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Invesco RAFI Strategic US ETF
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Overview Fund Activity

68 hedge funds and large institutions have $236M invested in Invesco RAFI Strategic US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
33
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
3
IDA
3
Intelligence Driven Advisers
California
$17.1M
4
BA
4
Bridge Advisory
California
$5.24M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SAW
2
Signal Advisors Wealth
Michigan
$0
3
FWM
3
Foguth Wealth Management
Michigan
$3.02M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
RW
5
RVW Wealth
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$202K 4,253 -281 -6%
FFA
52
Farther Finance Advisors
California
$199K 4,201 +2,824 +205%
Morgan Stanley
53
Morgan Stanley
New York
$159K 3,349 +3,026 +937%
HI
54
Harbour Investments
Wisconsin
$120K 2,521 +10 +0.4%
PS
55
Principal Securities
Iowa
$115K 2,416 +1,324 +121%
CF
56
Centaurus Financial
California
$113K 2,390 -15 -0.6%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$90K 1,889 +1,889 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$47.4K 1,000 +1,000 New
AIM
59
Anchor Investment Management
South Carolina
$44.6K 940 – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$31.3K 659 +32 +5%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$17.7K 373 -230 -38%
AF
62
Advisornet Financial
Minnesota
$15.9K 335 – –
BFS
63
Bare Financial Services
Pennsylvania
$11.5K 236 +236 New
EC
64
EdgeRock Capital
Colorado
$8.82K 186 +186 New
PTC
65
Private Trust Company
Ohio
$5.83K 123 – –
Russell Investments Group
66
Russell Investments Group
United Kingdom
$4.93K 104 +104 New
JPWM
67
Jamison Private Wealth Management
Georgia
$2.25K 47 – –
Wells Fargo
68
Wells Fargo
California
$61 1 +1 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
– – -237,959 Closed
SAW
70
Signal Advisors Wealth
Michigan
– – -86,985 Closed
Goldman Sachs
71
Goldman Sachs
New York
– – -14,603 Closed
AWS
72
Atria Wealth Solutions
New York
– – -4,287 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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