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Invesco RAFI Strategic US ETF
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Overview Fund Activity

90 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, 20 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+16
Holders Change %
+21.62%
% 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
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.5M
3
MFG
3
Merit Financial Group
Georgia
$14.2M
4
LPL Financial
4
LPL Financial
California
$51.3M
5
IA
5
IFG Advisory
Georgia
$8.29M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$17.2M
2
EFH
2
Eaton Financial Holdings
Florida
$1.7M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TAM
4
Titleist Asset Management
Texas
$11.3M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
51
Fermata Advisors
California
$388K 7,820 +102 +1%
BCG
52
Breakwater Capital Group
New Jersey
$386K 7,778 +7,778 New
PFS
53
Prospera Financial Services
Texas
$386K 7,773 +7,773 New
AWS
54
Atria Wealth Solutions
New York
$380K 7,660 – –
SB
55
Strategic Blueprint
Georgia
$377K 7,590 +396 +6%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$373K 7,500 – –
BFS
57
BridgePort Financial Solutions
Iowa
$326K 6,445 +6,445 New
FA
58
Flagstar Advisors
New York
$323K 6,509 +661 +11%
TFS
59
Thoroughbred Financial Services
Tennessee
$316K 6,375 +25 +0.4%
EH
60
Equitable Holdings
New York
$296K 5,950 -793 -12%
CWM
61
Centric Wealth Management
Illinois
$283K 5,696 -868 -13%
MCM
62
Mainstay Capital Management
Michigan
$280K 5,639 -227 -4%
MEAC
63
M.E. Allison & Co
Texas
$273K 5,495 +5,495 New
AFA
64
AllGen Financial Advisors
Florida
$268K 5,389 +724 +16%
WFA
65
WMG Financial Advisors
Tennessee
$261K 5,260 – –
LIG
66
Lokken Investment Group
Delaware
$248K 4,996 +4,996 New
LA
67
Lifeworks Advisors
Michigan
$246K 4,948 -336 -6%
AAS
68
Avantax Advisory Services
Texas
$236K 4,759 -568 -11%
DAS
69
Dynamic Advisor Solutions
Arizona
$227K 4,570 -510 -10%
UBS Group
70
UBS Group
Switzerland
$220K 4,435 +4,435 New
SPC
71
Sigma Planning Corp
Michigan
$214K 4,317 +238 +6%
Wells Fargo
72
Wells Fargo
California
$208K 4,180 +4,179 +417,900%
PS
73
Principal Securities
Iowa
$179K 3,608 -18 -0.5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$140K 2,827 – –
CF
75
Centaurus Financial
California
$119K 2,390 – –
1 2
3
4