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Invesco RAFI Strategic US ETF

69 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.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.7M)

13% more funds holding

Funds holding: 6169 (+8)

0.37% less ownership

Funds ownership: 48.31%47.94% (-0.37%)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
Lifeworks Advisors
Michigan
$215K +$11.7K +251 +6%
DAS
52
Dynamic Advisor Solutions
Arizona
$202K -$13.1K -281 -6%
FFA
53
Farther Finance Advisors
California
$199K +$132K +2,824 +205%
Morgan Stanley
54
Morgan Stanley
New York
$159K +$141K +3,026 +937%
HI
55
Harbour Investments
Wisconsin
$120K +$467 +10 +0.4%
PS
56
Principal Securities
Iowa
$115K +$61.9K +1,324 +121%
CF
57
Centaurus Financial
California
$113K -$701 -15 -0.6%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$90K +$88.3K +1,889 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$47.4K +$46.7K +1,000 New
AIM
60
Anchor Investment Management
South Carolina
$44.6K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$31.3K +$1.5K +32 +5%
JP Morgan Chase
62
JP Morgan Chase
New York
$17.7K -$10.8K -230 -38%
AF
63
Advisornet Financial
Minnesota
$15.9K
BFS
64
Bare Financial Services
Pennsylvania
$11.5K +$11K +236 New
EC
65
EdgeRock Capital
Colorado
$8.82K +$8.7K +186 New
PTC
66
Private Trust Company
Ohio
$5.83K
Russell Investments Group
67
Russell Investments Group
United Kingdom
$4.93K +$4.86K +104 New
JPWM
68
Jamison Private Wealth Management
Georgia
$2.25K
Wells Fargo
69
Wells Fargo
California
$61 +$47 +1 New
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
-$11.3M -237,959 Closed
SAW
71
Signal Advisors Wealth
Michigan
-$4.13M -86,985 Closed
Goldman Sachs
72
Goldman Sachs
New York
-$693K -14,603 Closed
AWS
73
Atria Wealth Solutions
New York
-$203K -4,287 Closed