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Invesco RAFI Strategic US ETF

104 hedge funds and large institutions have $509M invested in Invesco RAFI Strategic US ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 100104 (+4)

2% more capital invested

Capital invested by funds: $500M → $509M (+$8.85M)

0.59% more ownership

Funds ownership: 71.74%72.32% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
13
Increased
37
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$258K +$264K +4,462 New
RWA
77
Redhawk Wealth Advisors
Minnesota
$254K +$1.01K +17 +0.4%
IFG
78
Independent Financial Group
California
$251K
PS
79
Principal Securities
Iowa
$231K -$30.5K -516 -11%
DAS
80
Dynamic Advisor Solutions
Arizona
$228K -$15.7K -266 -6%
IIM
81
IFC & Insurance Marketing
California
$223K -$36.7K -620 -14%
MEAC
82
M.E. Allison & Co
Texas
$212K -$62.9K -1,063 -22%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$211K +$216K +3,646 New
AAP
84
Arax Advisory Partners
Colorado
$174K +$296 +5 +0.2%
HFS
85
Hughes Financial Services
Virginia
$148K
CF
86
Centaurus Financial
California
$138K
PAM
87
Parvin Asset Management
South Dakota
$75.6K
HI
88
Harbour Investments
Wisconsin
$74.6K +$3.02K +51 +4%
AIM
89
Anchor Investment Management
South Carolina
$54.4K
Morgan Stanley
90
Morgan Stanley
New York
$47.7K +$16.3K +275 +50%
AWM
91
AE Wealth Management
Kansas
$46.2K +$8.93K +151 +23%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$43.4K
UBS Group
93
UBS Group
Switzerland
$42.9K +$10.6K +179 +32%
KC
94
Knuff & Co
California
$41.9K +$42.8K +723 New
JP Morgan Chase
95
JP Morgan Chase
New York
$37.1K -$198K -3,339 -84%
HWP
96
Highline Wealth Partners
California
$28.6K
VAI
97
Vanguard Advisers Inc
Pennsylvania
$23.5K +$24K +406 New
SEP
98
Signature Equity Partners
Ohio
$15.5K +$59 +1 +0.4%
MEG
99
Millstone Evans Group
Colorado
$15.1K
AssetMark Inc
100
AssetMark Inc
California
$11.9K -$11.2K -190 -48%