We are live on ! Find out more
IUS icon

Invesco RAFI Strategic US ETF

91 hedge funds and large institutions have $327M invested in Invesco RAFI Strategic US ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 7591 (+16)

14% more capital invested

Capital invested by funds: $287M → $327M (+$39.9M)

2.98% more ownership

Funds ownership: 49.24%52.22% (+3%)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
37
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Centaurus Financial
California
$119K
GRP
77
Global Retirement Partners
California
$68.6K +$152 +3 +0.2%
PAM
78
Parvin Asset Management
South Dakota
$64.8K +$66.3K +1,305 New
HI
79
Harbour Investments
Wisconsin
$55.7K +$8.13K +160 +17%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$49.7K
AIM
81
Anchor Investment Management
South Carolina
$46.7K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$45.1K -$2.74K -54 -6%
AWM
83
AE Wealth Management
Kansas
$33.4K +$34.2K +673 New
Morgan Stanley
84
Morgan Stanley
New York
$29.7K -$355 -7 -1%
MEG
85
Millstone Evans Group
Colorado
$12.9K +$13.2K +260 New
BFS
86
Bare Financial Services
Pennsylvania
$11.7K
KIM
87
Kestra Investment Management
Texas
$10.2K +$10.5K +206 New
PTC
88
Private Trust Company
Ohio
$3.38K -$1.37K -27 -28%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.78K
SWM
90
Spire Wealth Management
Virginia
$1.09K
IA
91
IFP Advisors
Florida
$993 +$1.02K +20 New
ZIMP
92
Zimmermann Investment Management & Planning
Pennsylvania
-$1.96M -38,922 Closed
AP
93
Advisors Preferred
Maryland
-$552K -11,015 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$537K -10,668 Closed
AF
95
Advisornet Financial
Minnesota
-$16.9K -335 Closed
JPWM
96
Jamison Private Wealth Management
Georgia
-$2.39K -48 Closed