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Invesco RAFI Strategic US ETF
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Overview Fund Activity

90 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, 20 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+16
Holders Change %
+21.62%
% 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
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$9.43M
3
LWM
3
Lighthouse Wealth Management
Ohio
$8.47M
4
BFF
4
Byrne Financial Freedom
Massachusetts
$5.46M
5
KAS
5
Kestra Advisory Services
Texas
$10.7M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$17.2M
2
EFH
2
Eaton Financial Holdings
Florida
$1.7M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TAM
4
Titleist Asset Management
Texas
$11.3M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$68.6K 1,380 +3 +0.2%
PAM
77
Parvin Asset Management
South Dakota
$64.8K 1,305 +1,305 New
HI
78
Harbour Investments
Wisconsin
$55.7K 1,121 +160 +17%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$49.7K 1,000 – –
AIM
80
Anchor Investment Management
South Carolina
$46.7K 940 – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$45.1K 908 -54 -6%
AWM
82
AE Wealth Management
Kansas
$33.4K 673 +673 New
Morgan Stanley
83
Morgan Stanley
New York
$29.7K 597 -7 -1%
MEG
84
Millstone Evans Group
Colorado
$12.9K 260 +260 New
BFS
85
Bare Financial Services
Pennsylvania
$11.7K 236 – –
KIM
86
Kestra Investment Management
Texas
$10.2K 206 +206 New
PTC
87
Private Trust Company
Ohio
$3.38K 68 -27 -28%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$2.78K 56 – –
SWM
89
Spire Wealth Management
Virginia
$1.09K 22 – –
IA
90
IFP Advisors
Florida
$993 20 +20 New
ZIMP
91
Zimmermann Investment Management & Planning
Pennsylvania
– – -38,922 Closed
AP
92
Advisors Preferred
Maryland
– – -11,015 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– – -10,668 Closed
AF
94
Advisornet Financial
Minnesota
– – -335 Closed
JPWM
95
Jamison Private Wealth Management
Georgia
– – -48 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
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