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Invesco RAFI Strategic US ETF

91 hedge funds and large institutions have $327M invested in Invesco RAFI Strategic US ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 7591 (+16)

14% more capital invested

Capital invested by funds: $287M → $327M (+$39.9M)

2.98% more ownership

Funds ownership: 49.24%52.22% (+3%)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
37
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fermata Advisors
California
$388K +$5.18K +102 +1%
BCG
52
Breakwater Capital Group
New Jersey
$386K +$395K +7,778 New
PFS
53
Prospera Financial Services
Texas
$386K +$395K +7,773 New
AWS
54
Atria Wealth Solutions
New York
$380K
SB
55
Strategic Blueprint
Georgia
$377K +$20.1K +396 +6%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$373K
BFS
57
BridgePort Financial Solutions
Iowa
$326K +$327K +6,445 New
FA
58
Flagstar Advisors
New York
$323K +$33.6K +661 +11%
TFS
59
Thoroughbred Financial Services
Tennessee
$316K +$1.27K +25 +0.4%
EH
60
Equitable Holdings
New York
$296K -$40.3K -793 -12%
CWM
61
Centric Wealth Management
Illinois
$283K -$44.1K -868 -13%
MCM
62
Mainstay Capital Management
Michigan
$280K -$11.5K -227 -4%
MEAC
63
M.E. Allison & Co
Texas
$273K +$279K +5,495 New
AFA
64
AllGen Financial Advisors
Florida
$268K +$36.8K +724 +16%
WFA
65
WMG Financial Advisors
Tennessee
$261K
LIG
66
Lokken Investment Group
Delaware
$248K +$254K +4,996 New
LA
67
Lifeworks Advisors
Michigan
$246K -$17.1K -336 -6%
AAS
68
Avantax Advisory Services
Texas
$236K -$28.8K -568 -11%
DAS
69
Dynamic Advisor Solutions
Arizona
$227K -$25.9K -510 -10%
UBS Group
70
UBS Group
Switzerland
$220K +$225K +4,435 New
IFG
71
Independent Financial Group
California
$220K -$5.08K -100 -2%
SPC
72
Sigma Planning Corp
Michigan
$214K +$12.1K +238 +6%
Wells Fargo
73
Wells Fargo
California
$208K +$212K +4,179 +417,900%
PS
74
Principal Securities
Iowa
$179K -$914 -18 -0.5%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$140K