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Invesco RAFI Strategic US ETF
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Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
2
IDA
Intelligence Driven Advisers
California
+$8.52M
3
LPL Financial
LPL Financial
California
+$7.68M
4
BI
Berkeley Inc
Idaho
+$5.53M
5
TF
Tandem Financial
Colorado
+$3.41M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$9.86M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.38M
3
CCFM
Clear Creek Financial Management
Washington
-$4.82M
4
FWM
Foguth Wealth Management
Michigan
-$4.09M
5
GWM
Geneos Wealth Management
Colorado
-$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
101
AllGen Financial Advisors
Florida
– -$711K -14,414 Closed
BFS
102
BridgePort Financial Solutions
Iowa
– -$579K -11,739 Closed
SB
103
Strategic Blueprint
Georgia
– -$375K -7,590 Closed
GS
104
GTS Securities
New York
– -$362K -7,329 Closed
IWP
105
IAG Wealth Partners
Wisconsin
– -$12.7K -257 Closed
SWM
106
Spire Wealth Management
Virginia
– -$5.97K -121 Closed
1 2 3 4
5