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Invesco RAFI Strategic US ETF

96 hedge funds and large institutions have $375M invested in Invesco RAFI Strategic US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $327M → $375M (+$48M)

9.16% more ownership

Funds ownership: 52.22%61.38% (+9.2%)

5% more funds holding

Funds holding: 9196 (+5)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
42
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Lifeworks Advisors
Michigan
$230K -$14.3K -283 -6%
IFG
77
Independent Financial Group
California
$211K -$7.33K -145 -3%
PS
78
Principal Securities
Iowa
$179K
Wells Fargo
79
Wells Fargo
California
$144K -$64.3K -1,272 -30%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$129K -$10.6K -209 -7%
CF
81
Centaurus Financial
California
$118K
UBS Group
82
UBS Group
Switzerland
$110K -$111K -2,200 -50%
HFS
83
Hughes Financial Services
Virginia
$79.8K +$81.6K +1,615 New
PAM
84
Parvin Asset Management
South Dakota
$64.4K
HI
85
Harbour Investments
Wisconsin
$57.2K +$1.92K +38 +3%
AIM
86
Anchor Investment Management
South Carolina
$46.4K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$37K -$12.6K -250 -25%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$36.7K -$8.34K -165 -18%
AWM
89
AE Wealth Management
Kansas
$33.2K
Morgan Stanley
90
Morgan Stanley
New York
$28.7K -$859 -17 -3%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$24.9K +$22.6K +448 +800%
MEG
92
Millstone Evans Group
Colorado
$12.8K
IWP
93
IAG Wealth Partners
Wisconsin
$12.7K +$13K +257 New
SWM
94
Spire Wealth Management
Virginia
$5.97K +$5K +99 +450%
PTC
95
Private Trust Company
Ohio
$1.97K -$1.42K -28 -41%
IA
96
IFP Advisors
Florida
$987
IAA
97
Independent Advisor Alliance
North Carolina
-$2.38M -47,841 Closed
SP
98
Sequent Planning
Nebraska
-$412K -8,294 Closed
BFS
99
Bare Financial Services
Pennsylvania
-$11.7K -236 Closed
KIM
100
Kestra Investment Management
Texas
-$10.2K -206 Closed