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Invesco RAFI Strategic US ETF

29 hedge funds and large institutions have $147M invested in Invesco RAFI Strategic US ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
PFS Investments
Georgia
$61.8M 1,693,502 +159,861 +10%
Invesco
2
Invesco
Georgia
$18.3M 501,590 +88,322 +21%
ACP
3
Aveo Capital Partners
Colorado
$14.1M 385,653 +378,777 +5,509%
ME
4
McIlrath & Eck
Washington
$13.1M 358,617 +68,963 +24%
MFG
5
Merit Financial Group
Georgia
$8.36M 228,900 -4,042 -2%
LPL Financial
6
LPL Financial
California
$7.51M 205,743 +56,988 +38%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.13M 167,787 -989 -0.6%
KWM
8
Kingsview Wealth Management
Oregon
$4.24M 115,989 -17,520 -13%
PWM
9
Prosperity Wealth Management
California
$2.46M 67,269 +67,269 New
RJA
10
Raymond James & Associates
Florida
$2.33M 63,813 +63,813 New
RW
11
RVW Wealth
California
$1.41M 38,683 +38,683 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.39M 38,044 +38,044 New
GWM
13
Geneos Wealth Management
Colorado
$1.35M 37,066 -37 -0.1%
CAN
14
Cetera Advisor Networks
California
$748K 20,482 +7 +0%
SWP
15
Stratos Wealth Partners
Ohio
$665K 18,197 +18,197 New
CA
16
CoreCap Advisors
Michigan
$586K 16,045 -1,204 -7%
CAAS
17
Capital Asset Advisory Services
Michigan
$538K 14,726 +14,726 New
Bank of America
18
Bank of America
North Carolina
$431K 11,792 -20 -0.2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$388K 10,621 +10,621 New
MML Investors Services
20
MML Investors Services
Massachusetts
$363K 9,932 +9,932 New
IF
21
Intrua Financial
Texas
$354K 9,568 +727 +8%
BWM
22
Birchcreek Wealth Management
Ohio
$317K 8,682 +8,682 New
T
23
TRUADVICE
Florida
$297K 7,853 +979 +14%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$154K 4,216 -5,797 -58%
GRP
25
Global Retirement Partners
California
$29K 793 +2 +0.3%