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Invesco RAFI Strategic US ETF

96 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, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $327M → $375M (+$48M)

9.16% more ownership

Funds ownership: 52.22%61.38% (+9.2%)

5% more funds holding

Funds holding: 9196 (+5)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% 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
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$711K -$359K -7,109 -33%
RWA
52
Redhawk Wealth Advisors
Minnesota
$702K +$718K +14,217 New
TFS
53
Thoroughbred Financial Services
Tennessee
$669K +$363K +7,194 +113%
BFS
54
BridgePort Financial Solutions
Iowa
$579K +$267K +5,294 +82%
SPC
55
Sigma Planning Corp
Michigan
$556K +$351K +6,939 +161%
IWC
56
Integrated Wealth Concepts
Massachusetts
$550K -$152 -3 -0%
JP Morgan Chase
57
JP Morgan Chase
New York
$544K +$139K +2,759 +33%
AF
58
Allworth Financial
California
$495K +$22.1K +437 +4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$482K -$38.2K -757 -7%
PFS
60
Prospera Financial Services
Texas
$443K +$61K +1,208 +16%
RA
61
RFG Advisory
Alabama
$400K +$1.82K +36 +0.4%
AWS
62
Atria Wealth Solutions
New York
$378K
LIG
63
Lokken Investment Group
Delaware
$377K +$134K +2,645 +53%
SB
64
Strategic Blueprint
Georgia
$375K
GS
65
GTS Securities
New York
$362K +$370K +7,329 New
FA
66
Fermata Advisors
California
$358K -$28.4K -562 -7%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$355K -$15.2K -300 -4%
SWP
68
Stratos Wealth Partners
Ohio
$347K -$496K -9,824 -58%
MCM
69
Mainstay Capital Management
Michigan
$340K +$63K +1,246 +22%
FA
70
Flagstar Advisors
New York
$310K -$11.7K -232 -4%
CWM
71
Centric Wealth Management
Illinois
$274K -$7.78K -154 -3%
MEAC
72
M.E. Allison & Co
Texas
$271K
WFA
73
WMG Financial Advisors
Tennessee
$260K
DAS
74
Dynamic Advisor Solutions
Arizona
$235K +$10.2K +201 +4%
AAS
75
Avantax Advisory Services
Texas
$233K -$2.27K -45 -0.9%