We are live on ! Find out more
IUS icon

Invesco RAFI Strategic US ETF

69 hedge funds and large institutions have $236M invested in Invesco RAFI Strategic US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.7M)

13% more funds holding

Funds holding: 6169 (+8)

0.37% less ownership

Funds ownership: 48.31%47.94% (-0.37%)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
33
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$39.1M +$10.2M +217,384 +36%
ACP
2
Aveo Capital Partners
Colorado
$24.5M +$1.16M +24,801 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.4M +$4.37M +93,429 +26%
IDA
4
Intelligence Driven Advisers
California
$17.1M +$5.77M +123,440 +52%
MFG
5
Merit Financial Group
Georgia
$11.9M +$46.7K +999 +0.4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$9.43M +201,709 +413%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.8M +$86.9K +1,859 +0.8%
TAM
8
Titleist Asset Management
Texas
$11.6M +$775K +16,573 +7%
AWA
9
ARQ Wealth Advisors
Arizona
$9.36M +$2.5M +53,476 +37%
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$7.08M +$1.82M +38,889 +35%
KWM
11
Kingsview Wealth Management
Oregon
$5.33M -$17.6K -376 -0.3%
ME
12
McIlrath & Eck
Washington
$5.33M +$107K +2,282 +2%
BA
13
Bridge Advisory
California
$5.24M +$5.16M +110,423 New
KAS
14
Kestra Advisory Services
Texas
$4.94M +$115K +2,457 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.84M +$1.51M +32,208 +46%
PWM
16
Prosperity Wealth Management
California
$4.6M +$804K +17,206 +22%
PA
17
PFG Advisors
Arizona
$3.86M -$27.3K -583 -0.7%
GWM
18
Geneos Wealth Management
Colorado
$3.74M +$312K +6,673 +9%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.72M +$1,000K +21,383 +38%
IA
20
IFG Advisory
Georgia
$3.54M -$103K -2,201 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.33M +$2.04M +43,701 +165%
FWM
22
Foguth Wealth Management
Michigan
$3.02M -$1.08M -23,149 -27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.47M +$605K +12,942 +33%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.75M +$734K +15,705 +74%
CA
25
CoreCap Advisors
Michigan
$1.48M -$23.2K -496 -2%