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Invesco RAFI Strategic US ETF

21 hedge funds and large institutions have $53.3M invested in Invesco RAFI Strategic US ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

1.93% less ownership

Funds ownership: 67.99%66.06% (-1.9%)

16% less funds holding

Funds holding: 2521 (-4)

37% less capital invested

Capital invested by funds: $84M → $53.3M (-$30.7M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$13.7M +$1.72M +46,780 +13%
ME
2
McIlrath & Eck
Washington
$9.62M +$10.7M +289,654 New
MFG
3
Merit Financial Group
Georgia
$7.73M +$8.58M +232,942 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.6M +$665K +18,049 +12%
LPL Financial
5
LPL Financial
California
$4.94M +$3.37M +91,443 +160%
KWM
6
Kingsview Wealth Management
Oregon
$4.43M +$91.9K +2,496 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.83M +$1.23M +33,366 +64%
GWM
8
Geneos Wealth Management
Colorado
$1.23M +$216K +5,859 +19%
CAN
9
Cetera Advisor Networks
California
$680K +$273K +7,426 +57%
CA
10
CoreCap Advisors
Michigan
$573K +$67.9K +1,843 +12%
Bank of America
11
Bank of America
North Carolina
$392K -$160K -4,334 -27%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$332K +$369K +10,013 New
IF
13
Intrua Financial
Texas
$294K +$93.1K +2,528 +40%
T
14
TRUADVICE
Florida
$250K -$103K -2,810 -29%
ACP
15
Aveo Capital Partners
Colorado
$228K +$253K +6,876 New
CW
16
CreativeOne Wealth
Kansas
$219K -$1.92K -52 -0.8%
UBS Group
17
UBS Group
Switzerland
$156K +$173K +4,684 +46,840%
PI
18
PFS Investments
Georgia
$50.9K +$2.02M +54,934 +4%
GRP
19
Global Retirement Partners
California
$29K +$1.36K +37 +5%
AF
20
Advisornet Financial
Minnesota
$21K -$54.1K -1,468 -70%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3K
VWA
22
Visionary Wealth Advisors
Illinois
-$677K -19,123 Closed
FTUS
23
Flow Traders U.S.
New York
-$264K -7,462 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$236K -6,677 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$50K -1,400 Closed