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Invesco RAFI Strategic US ETF
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Overview Fund Activity

95 hedge funds and large institutions have $375M invested in Invesco RAFI Strategic US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
42
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$23M
2
LPL Financial
2
LPL Financial
California
$64M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
CCFM
4
Clear Creek Financial Management
Washington
$4.82M
5
GWM
5
Geneos Wealth Management
Colorado
$8.42M

Top Sellers

1
TAM
1
Titleist Asset Management
Texas
$941K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
IA
3
IFG Advisory
Georgia
$5.93M
4
MFG
4
Merit Financial Group
Georgia
$12M
5
NA
5
NewEdge Advisors
Louisiana
$750K
Name Market Value Shares Shares
Change 		Shares
Change %
RW
51
RVW Wealth
California
$711K 14,402 -7,109 -33%
RWA
52
Redhawk Wealth Advisors
Minnesota
$702K 14,217 +14,217 New
TFS
53
Thoroughbred Financial Services
Tennessee
$669K 13,569 +7,194 +113%
BFS
54
BridgePort Financial Solutions
Iowa
$579K 11,739 +5,294 +82%
SPC
55
Sigma Planning Corp
Michigan
$556K 11,256 +6,939 +161%
IWC
56
Integrated Wealth Concepts
Massachusetts
$550K 11,140 -3 -0%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$544K 11,018 +2,759 +33%
AF
58
Allworth Financial
California
$495K 10,440 +437 +4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$482K 9,761 -757 -7%
PFS
60
Prospera Financial Services
Texas
$443K 8,981 +1,208 +16%
RA
61
RFG Advisory
Alabama
$400K 8,107 +36 +0.4%
AWS
62
Atria Wealth Solutions
New York
$378K 7,660 – –
LIG
63
Lokken Investment Group
Delaware
$377K 7,641 +2,645 +53%
SB
64
Strategic Blueprint
Georgia
$375K 7,590 – –
GS
65
GTS Securities
New York
$362K 7,329 +7,329 New
FA
66
Fermata Advisors
California
$358K 7,258 -562 -7%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$355K 7,200 -300 -4%
SWP
68
Stratos Wealth Partners
Ohio
$347K 7,022 -9,824 -58%
MCM
69
Mainstay Capital Management
Michigan
$340K 6,885 +1,246 +22%
FA
70
Flagstar Advisors
New York
$310K 6,277 -232 -4%
CWM
71
Centric Wealth Management
Illinois
$274K 5,542 -154 -3%
MEAC
72
M.E. Allison & Co
Texas
$271K 5,495 – –
WFA
73
WMG Financial Advisors
Tennessee
$260K 5,260 – –
DAS
74
Dynamic Advisor Solutions
Arizona
$235K 4,771 +201 +4%
AAS
75
Avantax Advisory Services
Texas
$233K 4,714 -45 -0.9%
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