We are live on ! Find out more
IUS icon

Invesco RAFI Strategic US ETF

75 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, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $236M → $287M (+$50.7M)

9% more funds holding

Funds holding: 6975 (+6)

1.3% more ownership

Funds ownership: 47.94%49.24% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
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
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Mainstay Capital Management
Michigan
$295K -$5.38K -111 -2%
FA
52
Flagstar Advisors
New York
$294K -$5.38K -111 -2%
AAS
53
Avantax Advisory Services
Texas
$268K -$11.5K -237 -4%
LA
54
Lifeworks Advisors
Michigan
$266K +$36.5K +752 +17%
WFA
55
WMG Financial Advisors
Tennessee
$265K
DAS
56
Dynamic Advisor Solutions
Arizona
$256K +$40.1K +827 +19%
AFA
57
AllGen Financial Advisors
Florida
$235K +$226K +4,665 New
IFG
58
Independent Financial Group
California
$227K -$10.9K -225 -5%
SPC
59
Sigma Planning Corp
Michigan
$205K +$198K +4,079 New
PS
60
Principal Securities
Iowa
$182K +$58.7K +1,210 +50%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$142K +$45.5K +938 +50%
CF
62
Centaurus Financial
California
$120K
GRP
63
Global Retirement Partners
California
$69.2K -$202K -4,159 -75%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$50.3K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$48.4K +$14.7K +303 +46%
HI
66
Harbour Investments
Wisconsin
$48.3K -$75.7K -1,560 -62%
AIM
67
Anchor Investment Management
South Carolina
$47.3K
Morgan Stanley
68
Morgan Stanley
New York
$30.4K -$133K -2,745 -82%
AF
69
Advisornet Financial
Minnesota
$16.9K
BFS
70
Bare Financial Services
Pennsylvania
$11.9K
PTC
71
Private Trust Company
Ohio
$4.78K -$1.36K -28 -23%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$2.82K -$2.33K -48 -46%
JPWM
73
Jamison Private Wealth Management
Georgia
$2.39K +$48 +1 +2%
SWM
74
Spire Wealth Management
Virginia
$1.11K +$1.07K +22 New
Wells Fargo
75
Wells Fargo
California
$63