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Invesco RAFI Strategic US ETF

95 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, 32 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% 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
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LA
76
Lifeworks Advisors
Michigan
$230K 4,665 -283 -6%
PS
77
Principal Securities
Iowa
$179K 3,608
Wells Fargo
78
Wells Fargo
California
$144K 2,908 -1,272 -30%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$129K 2,618 -209 -7%
CF
80
Centaurus Financial
California
$118K 2,390
UBS Group
81
UBS Group
Switzerland
$110K 2,235 -2,200 -50%
HFS
82
Hughes Financial Services
Virginia
$79.8K 1,615 +1,615 New
PAM
83
Parvin Asset Management
South Dakota
$64.4K 1,305
HI
84
Harbour Investments
Wisconsin
$57.2K 1,159 +38 +3%
AIM
85
Anchor Investment Management
South Carolina
$46.4K 940
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$37K 750 -250 -25%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$36.7K 743 -165 -18%
AWM
88
AE Wealth Management
Kansas
$33.2K 673
Morgan Stanley
89
Morgan Stanley
New York
$28.7K 580 -17 -3%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$24.9K 504 +448 +800%
MEG
91
Millstone Evans Group
Colorado
$12.8K 260
IWP
92
IAG Wealth Partners
Wisconsin
$12.7K 257 +257 New
SWM
93
Spire Wealth Management
Virginia
$5.97K 121 +99 +450%
PTC
94
Private Trust Company
Ohio
$1.97K 40 -28 -41%
IA
95
IFP Advisors
Florida
$987 20
IAA
96
Independent Advisor Alliance
North Carolina
-47,841 Closed
SP
97
Sequent Planning
Nebraska
-8,294 Closed
BFS
98
Bare Financial Services
Pennsylvania
-236 Closed
KIM
99
Kestra Investment Management
Texas
-206 Closed
CFGS
100
Concourse Financial Group Securities
Alabama