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Invesco RAFI Strategic US ETF

100 hedge funds and large institutions have $500M invested in Invesco RAFI Strategic US ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more capital invested

Capital invested by funds: $416M → $500M (+$84M)

9.23% more ownership

Funds ownership: 62.5%71.74% (+9.2%)

3% more funds holding

Funds holding: 97100 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
42
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$647K +$637K +11,315 New
EH
52
Equitable Holdings
New York
$644K -$140K -2,487 -18%
EFH
53
Eaton Financial Holdings
Florida
$575K
TFS
54
Thoroughbred Financial Services
Tennessee
$525K +$1.69K +30 +0.3%
KWM
55
Kingsview Wealth Management
Oregon
$524K -$16K -284 -3%
OBWG
56
Onyx Bridge Wealth Group
New York
$496K +$8.67K +154 +2%
NFP
57
Narus Financial Partners
Utah
$471K +$11.3K +201 +2%
Corient Private Wealth
58
Corient Private Wealth
Florida
$467K +$228K +4,058 +100%
PFS
59
Prospera Financial Services
Texas
$458K +$31K +551 +7%
AF
60
Allworth Financial
California
$439K -$130K -2,302 -23%
HighTower Advisors
61
HighTower Advisors
Illinois
$424K +$71.3K +1,267 +21%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$408K +$46.3K +823 +13%
FA
63
Fermata Advisors
California
$400K -$15.9K -282 -4%
TAM
64
Titleist Asset Management
Texas
$394K -$21K -373 -5%
DWM
65
Dakota Wealth Management
Florida
$367K +$361K +6,413 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$363K +$225K +4,000 +170%
CWM
67
Centric Wealth Management
Illinois
$339K +$1.86K +33 +0.6%
SWP
68
Stratos Wealth Partners
Ohio
$330K -$1.35K -24 -0.4%
SFS
69
Sunrise Financial Services
Washington
$311K +$306K +5,441 New
SIS
70
Sound Income Strategies
Florida
$310K +$296K +5,260 +526,000%
FA
71
Flagstar Advisors
New York
$309K -$32.7K -581 -10%
FFA
72
Farther Finance Advisors
California
$295K -$14.5K -257 -5%
MEAC
73
M.E. Allison & Co
Texas
$270K -$43.3K -769 -14%
PS
74
Principal Securities
Iowa
$257K +$11.8K +210 +5%
RIS
75
Richmond Investment Services
Wisconsin
$257K