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Invesco RAFI Strategic US ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4.23% less ownership

Funds ownership: 61.35%57.12% (-4.2%)

43% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 46

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$201K
AAP
77
Arax Advisory Partners
Colorado
$154K
CF
78
Centaurus Financial
California
$123K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$121K
UBS Group
80
UBS Group
Switzerland
$115K
HFS
81
Hughes Financial Services
Virginia
$83.6K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$72K
GRP
83
Global Retirement Partners
California
$70K
PAM
84
Parvin Asset Management
South Dakota
$67.2K
HI
85
Harbour Investments
Wisconsin
$59.9K
AIM
86
Anchor Investment Management
South Carolina
$48.4K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$38.6K
AWM
88
AE Wealth Management
Kansas
$34.7K
Morgan Stanley
89
Morgan Stanley
New York
$28.2K
HWP
90
Highline Wealth Partners
California
$25.4K
Russell Investments Group
91
Russell Investments Group
United Kingdom
$15K
MEG
92
Millstone Evans Group
Colorado
$13.4K
PTC
93
Private Trust Company
Ohio
$1.8K
IA
94
IFP Advisors
Florida
$1.03K
AUB
95
Atlantic Union Bankshares
Virginia
$155
SIS
96
Sound Income Strategies
Florida
$55
Wells Fargo
97
Wells Fargo
California
$53
ACP
98
Aveo Capital Partners
Colorado
CCFM
99
Clear Creek Financial Management
Washington
SIM
100
Synergy Investment Management
Florida