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Invesco RAFI Strategic US ETF
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Overview Fund Activity

96 hedge funds and large institutions have $361M 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, 45 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.29%
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
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.3M
2
IDA
2
Intelligence Driven Advisers
California
$28.5M
3
LPL Financial
3
LPL Financial
California
$74.4M
4
BI
4
Berkeley Inc
Idaho
$5.53M
5
TF
5
Tandem Financial
Colorado
$3.41M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$0
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
FWM
5
Foguth Wealth Management
Michigan
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$154K 2,995 +2,995 New
CF
77
Centaurus Financial
California
$123K 2,390 – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$121K 2,340 +1,597 +215%
UBS Group
79
UBS Group
Switzerland
$115K 2,235 – –
HFS
80
Hughes Financial Services
Virginia
$83.6K 1,615 – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$72K 1,398 -1,220 -47%
GRP
82
Global Retirement Partners
California
$70K 1,360 +1,360 New
PAM
83
Parvin Asset Management
South Dakota
$67.2K 1,305 – –
HI
84
Harbour Investments
Wisconsin
$59.9K 1,164 +5 +0.4%
AIM
85
Anchor Investment Management
South Carolina
$48.4K 940 – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$38.6K 750 – –
AWM
87
AE Wealth Management
Kansas
$34.7K 673 – –
Morgan Stanley
88
Morgan Stanley
New York
$28.2K 548 -32 -6%
HWP
89
Highline Wealth Partners
California
$25.4K 493 +493 New
Russell Investments Group
90
Russell Investments Group
United Kingdom
$15K 291 -213 -42%
MEG
91
Millstone Evans Group
Colorado
$13.4K 260 – –
PTC
92
Private Trust Company
Ohio
$1.8K 35 -5 -13%
IA
93
IFP Advisors
Florida
$1.03K 20 – –
AUB
94
Atlantic Union Bankshares
Virginia
$155 3 +3 New
SIS
95
Sound Income Strategies
Florida
$55 1 +1 New
Wells Fargo
96
Wells Fargo
California
$53 1 -2,907 -100%
ACP
97
Aveo Capital Partners
Colorado
– – -607,884 Closed
CCFM
98
Clear Creek Financial Management
Washington
– – -97,638 Closed
SIM
99
Synergy Investment Management
Florida
– – -31,223 Closed
AFA
100
AllGen Financial Advisors
Florida
– – -14,414 Closed
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4
5