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Invesco RAFI Strategic US ETF
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Overview Fund Activity

97 hedge funds and large institutions have $362M invested in Invesco RAFI Strategic US ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
26
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
2
IDA
Intelligence Driven Advisers
California
+$8.52M
3
LPL Financial
LPL Financial
California
+$7.68M
4
BI
Berkeley Inc
Idaho
+$5.53M
5
TF
Tandem Financial
Colorado
+$3.41M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$9.86M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.38M
3
CCFM
Clear Creek Financial Management
Washington
-$4.82M
4
FWM
Foguth Wealth Management
Michigan
-$4.09M
5
GWM
Geneos Wealth Management
Colorado
-$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIG
51
Lokken Investment Group
Delaware
$550K +$157K +3,048 +40%
EFH
52
Eaton Financial Holdings
Florida
$535K -$449K -8,724 -46%
AF
53
Allworth Financial
California
$523K -$14.7K -285 -3%
MCM
54
Mainstay Capital Management
Michigan
$434K +$79.5K +1,543 +22%
TAM
55
Titleist Asset Management
Texas
$406K -$576K -11,183 -59%
FFA
56
Farther Finance Advisors
California
$402K -$754K -14,632 -65%
AWS
57
Atria Wealth Solutions
New York
$400K +$5.92K +115 +2%
SWP
58
Stratos Wealth Partners
Ohio
$383K +$20.9K +406 +6%
FA
59
Fermata Advisors
California
$374K -$155 -3 -0%
PFS
60
Prospera Financial Services
Texas
$368K -$94.5K -1,834 -20%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$322K -$181K -3,516 -36%
FA
62
Flagstar Advisors
New York
$307K -$16.1K -313 -5%
TFS
63
Thoroughbred Financial Services
Tennessee
$304K -$393K -7,655 -56%
HighTower Advisors
64
HighTower Advisors
Illinois
$293K +$293K +5,695 New
CWM
65
Centric Wealth Management
Illinois
$290K +$888 +17 +0.3%
MEAC
66
M.E. Allison & Co
Texas
$283K – – –
WFA
67
WMG Financial Advisors
Tennessee
$271K – – –
RIS
68
Richmond Investment Services
Wisconsin
$231K +$231K +4,494 New
PS
69
Principal Securities
Iowa
$216K +$30.1K +585 +16%
Betterment LLC
70
Betterment LLC
New York
$214K +$214K +4,159 New
Corient Private Wealth
71
Corient Private Wealth
Florida
$208K +$208K +4,043 New
LA
72
Lifeworks Advisors
Michigan
$207K -$33.1K -642 -14%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$206K -$362K -7,027 -64%
DAS
74
Dynamic Advisor Solutions
Arizona
$205K -$41.2K -799 -17%
RA
75
RFG Advisory
Alabama
$204K -$214K -4,150 -51%
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