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Invesco RAFI Strategic US ETF

61 hedge funds and large institutions have $205M invested in Invesco RAFI Strategic US ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

61% more capital invested

Capital invested by funds: $128M → $205M (+$77.2M)

42% more funds holding

Funds holding: 4361 (+18)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

2.51% more ownership

Funds ownership: 45.8%48.31% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
61
Holders Change
+18
Holders Change %
+41.86%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
19
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.8M -$844K -18,800 -3%
ACP
2
Aveo Capital Partners
Colorado
$22.5M +$571K +12,725 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$17M +$4.89M +108,913 +44%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M +$6.07M +135,243 +120%
MFG
5
Merit Financial Group
Georgia
$11.5M -$11.6M -258,267 -51%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$11.3M +$10.7M +237,959 New
IDA
7
Intelligence Driven Advisers
California
$11.2M +$10.6M +237,031 New
TAM
8
Titleist Asset Management
Texas
$10.8M +$10.2M +227,567 New
AWA
9
ARQ Wealth Advisors
Arizona
$6.83M +$6.46M +143,855 New
KWM
10
Kingsview Wealth Management
Oregon
$5.35M -$97.3K -2,168 -2%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$5.24M +$4.96M +110,470 New
ME
12
McIlrath & Eck
Washington
$5.22M +$422K +9,391 +9%
KAS
13
Kestra Advisory Services
Texas
$4.83M +$1.66M +37,012 +57%
SAW
14
Signal Advisors Wealth
Michigan
$4.13M -$276K -6,150 -7%
FWM
15
Foguth Wealth Management
Michigan
$4.12M +$3.9M +86,886 New
EFH
16
Eaton Financial Holdings
Florida
$4.07M +$3.85M +85,701 New
PA
17
PFG Advisors
Arizona
$3.89M -$10.6K -236 -0.3%
PWM
18
Prosperity Wealth Management
California
$3.79M +$298K +6,632 +9%
IA
19
IFG Advisory
Georgia
$3.64M +$3.45M +76,787 New
GWM
20
Geneos Wealth Management
Colorado
$3.43M -$205K -4,561 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.31M +$1.03M +22,904 +49%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.71M +$651K +14,507 +34%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.32M +$2.19M +48,839 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.86M +$346K +7,715 +25%
CA
25
CoreCap Advisors
Michigan
$1.51M +$98.4K +2,191 +7%