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Invesco RAFI Strategic US ETF
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Overview Fund Activity

37 hedge funds and large institutions have $101M invested in Invesco RAFI Strategic US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
16
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$18.9M
2
LPL Financial
2
LPL Financial
California
$15.1M
3
PA
3
PFG Advisors
Arizona
$3.17M
4
ME
4
McIlrath & Eck
Washington
$17.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CAN
3
Cetera Advisor Networks
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$399K
5
PWM
5
Prosperity Wealth Management
California
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Merit Financial Group
Georgia
$18.9M 467,474 +138,150 +42%
ME
2
McIlrath & Eck
Washington
$17.2M 425,240 +29,646 +7%
ACP
3
Aveo Capital Partners
Colorado
$15.2M 375,117 +14,903 +4%
LPL Financial
4
LPL Financial
California
$15.1M 372,650 +117,815 +46%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.69M 189,757 +20,325 +12%
KWM
6
Kingsview Wealth Management
Oregon
$4.57M 112,814 -2,235 -2%
RJA
7
Raymond James & Associates
Florida
$3.65M 90,137 +12,836 +17%
PA
8
PFG Advisors
Arizona
$3.17M 78,198 +78,198 New
T
9
TRUADVICE
Florida
$2.72M 65,948 +23,761 +56%
PWM
10
Prosperity Wealth Management
California
$2.29M 56,477 -9,064 -14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.62M 39,965 -584 -1%
GWM
12
Geneos Wealth Management
Colorado
$1.48M 36,611 -618 -2%
RW
13
RVW Wealth
California
$1.35M 33,257 -1,945 -6%
SWP
14
Stratos Wealth Partners
Ohio
$1.12M 27,599 +27,599 New
CA
15
CoreCap Advisors
Michigan
$820K 20,225 +20,225 New
MML Investors Services
16
MML Investors Services
Massachusetts
$657K 16,207 +5,158 +47%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$655K 16,171 +3,724 +30%
CAAS
18
Capital Asset Advisory Services
Michigan
$543K 13,266 -707 -5%
IF
19
Intrua Financial
Texas
$431K 10,636 +534 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$399K 9,838 -15,216 -61%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$355K 8,769 +8,769 New
EH
22
Equitable Holdings
New York
$290K 7,155 +7,155 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$267K 6,600 +6,600 New
WFA
24
WMG Financial Advisors
Tennessee
$213K 5,260 – –
UBS Group
25
UBS Group
Switzerland
$157K 3,879 +2,554 +193%
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