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Invesco RAFI Strategic US ETF
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Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco RAFI Strategic US ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.8M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
SAW
3
Signal Advisors Wealth
Michigan
$4.22M
4
IDA
4
Intelligence Driven Advisers
California
$21.8M
5
WIA
5
World Investment Advisors
California
$3.03M

Top Sellers

1
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$10.9M
4
IF
4
Intrua Financial
Texas
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
Mainstay Capital Management
Michigan
$295K 5,866 -111 -2%
FA
52
Flagstar Advisors
New York
$294K 5,848 -111 -2%
AAS
53
Avantax Advisory Services
Texas
$268K 5,327 -237 -4%
LA
54
Lifeworks Advisors
Michigan
$266K 5,284 +752 +17%
WFA
55
WMG Financial Advisors
Tennessee
$265K 5,260 – –
DAS
56
Dynamic Advisor Solutions
Arizona
$256K 5,080 +827 +19%
AFA
57
AllGen Financial Advisors
Florida
$235K 4,665 +4,665 New
SPC
58
Sigma Planning Corp
Michigan
$205K 4,079 +4,079 New
PS
59
Principal Securities
Iowa
$182K 3,626 +1,210 +50%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$142K 2,827 +938 +50%
CF
61
Centaurus Financial
California
$120K 2,390 – –
GRP
62
Global Retirement Partners
California
$69.2K 1,377 -4,159 -75%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$50.3K 1,000 – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$48.4K 962 +303 +46%
HI
65
Harbour Investments
Wisconsin
$48.3K 961 -1,560 -62%
AIM
66
Anchor Investment Management
South Carolina
$47.3K 940 – –
Morgan Stanley
67
Morgan Stanley
New York
$30.4K 604 -2,745 -82%
AF
68
Advisornet Financial
Minnesota
$16.9K 335 – –
BFS
69
Bare Financial Services
Pennsylvania
$11.9K 236 – –
PTC
70
Private Trust Company
Ohio
$4.78K 95 -28 -23%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$2.82K 56 -48 -46%
JPWM
72
Jamison Private Wealth Management
Georgia
$2.39K 48 +1 +2%
SWM
73
Spire Wealth Management
Virginia
$1.11K 22 +22 New
Wells Fargo
74
Wells Fargo
California
$63 1 – –
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– – -70,184 Closed
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3
4