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Invesco RAFI Strategic US ETF
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Overview Fund Activity

60 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.

Holders
60
Holders Change
+18
Holders Change %
+42.86%
% of All Funds
0.87%
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
–

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$11.3M
2
IDA
2
Intelligence Driven Advisers
California
$11.2M
3
TAM
3
Titleist Asset Management
Texas
$10.8M
4
AWA
4
ARQ Wealth Advisors
Arizona
$6.83M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.7M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$11.5M
2
LPL Financial
2
LPL Financial
California
$28.8M
3
FA
3
Fermata Advisors
California
$365K
4
RJA
4
Raymond James & Associates
Florida
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$28.8M 606,915 -18,800 -3%
ACP
2
Aveo Capital Partners
Colorado
$22.5M 491,222 +12,725 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$17M 357,733 +108,913 +44%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M 247,532 +135,243 +120%
MFG
5
Merit Financial Group
Georgia
$11.5M 249,961 -258,267 -51%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$11.3M 237,959 +237,959 New
IDA
7
Intelligence Driven Advisers
California
$11.2M 237,031 +237,031 New
TAM
8
Titleist Asset Management
Texas
$10.8M 227,567 +227,567 New
AWA
9
ARQ Wealth Advisors
Arizona
$6.83M 143,855 +143,855 New
KWM
10
Kingsview Wealth Management
Oregon
$5.35M 112,818 -2,168 -2%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$5.24M 110,470 +110,470 New
ME
12
McIlrath & Eck
Washington
$5.22M 110,014 +9,391 +9%
KAS
13
Kestra Advisory Services
Texas
$4.83M 101,725 +37,012 +57%
SAW
14
Signal Advisors Wealth
Michigan
$4.13M 86,985 -6,150 -7%
FWM
15
Foguth Wealth Management
Michigan
$4.12M 86,886 +86,886 New
EFH
16
Eaton Financial Holdings
Florida
$4.07M 85,701 +85,701 New
PA
17
PFG Advisors
Arizona
$3.89M 82,031 -236 -0.3%
PWM
18
Prosperity Wealth Management
California
$3.79M 79,882 +6,632 +9%
IA
19
IFG Advisory
Georgia
$3.64M 76,787 +76,787 New
GWM
20
Geneos Wealth Management
Colorado
$3.43M 72,214 -4,561 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.31M 69,810 +22,904 +49%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.71M 57,005 +14,507 +34%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.32M 48,839 +48,839 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.86M 39,174 +7,715 +25%
CA
25
CoreCap Advisors
Michigan
$1.51M 31,762 +2,191 +7%
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