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Invesco RAFI Strategic US ETF

42 hedge funds and large institutions have $127M invested in Invesco RAFI Strategic US ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$27.1M 625,715 +87,723 +16%
MFG
2
Merit Financial Group
Georgia
$22M 508,228 +31,417 +7%
ACP
3
Aveo Capital Partners
Colorado
$20.7M 478,497 +106,659 +29%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.8M 248,820 +37,267 +18%
KWM
5
Kingsview Wealth Management
Oregon
$4.98M 114,986 -2,136 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.86M 112,289 -7,750 -6%
ME
7
McIlrath & Eck
Washington
$4.36M 100,623 +10,746 +12%
SAW
8
Signal Advisors Wealth
Michigan
$4.02M 93,135 +93,135 New
PA
9
PFG Advisors
Arizona
$3.56M 82,267 +2,067 +3%
GWM
10
Geneos Wealth Management
Colorado
$3.32M 76,775 +62 +0.1%
PWM
11
Prosperity Wealth Management
California
$3.17M 73,250 -6,968 -9%
KAS
12
Kestra Advisory Services
Texas
$2.8M 64,713 +32,005 +98%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.03M 46,906 +41,434 +757%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.84M 42,498 +36,824 +649%
RW
15
RVW Wealth
California
$1.37M 31,570 -1,496 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.36M 31,459 -7,980 -20%
CA
17
CoreCap Advisors
Michigan
$1.28M 29,571 +5,209 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.2M 27,712 +13,678 +97%
SWP
19
Stratos Wealth Partners
Ohio
$1.08M 24,922 -2,508 -9%
FA
20
Fermata Advisors
California
$961K 22,187 +22,187 New
Bank of America
21
Bank of America
North Carolina
$735K 16,974 +16,245 +2,228%
Goldman Sachs
22
Goldman Sachs
New York
$632K 14,603
IF
23
Intrua Financial
Texas
$485K 11,210 +35 +0.3%
RJA
24
Raymond James & Associates
Florida
$478K 11,048 -32,720 -75%
EH
25
Equitable Holdings
New York
$404K 9,339 -1,847 -17%