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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
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
26
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$201K -$41.7K -809 -17%
AAP
77
Arax Advisory Partners
Colorado
$154K +$154K +2,995 New
CF
78
Centaurus Financial
California
$123K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$121K +$82.3K +1,597 +215%
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 -$62.8K -1,220 -47%
GRP
83
Global Retirement Partners
California
$70K +$70K +1,360 New
PAM
84
Parvin Asset Management
South Dakota
$67.2K
HI
85
Harbour Investments
Wisconsin
$59.9K +$257 +5 +0.4%
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 -$1.65K -32 -6%
HWP
90
Highline Wealth Partners
California
$25.4K +$25.4K +493 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$15K -$11K -213 -42%
MEG
92
Millstone Evans Group
Colorado
$13.4K
PTC
93
Private Trust Company
Ohio
$1.8K -$258 -5 -13%
IA
94
IFP Advisors
Florida
$1.03K
AUB
95
Atlantic Union Bankshares
Virginia
$155 +$155 +3 New
SIS
96
Sound Income Strategies
Florida
$55 +$55 +1 New
Wells Fargo
97
Wells Fargo
California
$53 -$154K -2,907 -100%
ACP
98
Aveo Capital Partners
Colorado
-$29.3M -607,884 Closed
CCFM
99
Clear Creek Financial Management
Washington
-$4.82M -97,638 Closed
SIM
100
Synergy Investment Management
Florida
-$1.54M -31,223 Closed