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Invesco RAFI Strategic US ETF
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Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco RAFI Strategic US ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.8M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
SAW
3
Signal Advisors Wealth
Michigan
$4.22M
4
EFH
4
Eaton Financial Holdings
Florida
$4.19M
5
IDA
5
Intelligence Driven Advisers
California
$21.8M

Top Sellers

1
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$10.9M
4
IF
4
Intrua Financial
Texas
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$49.1M 975,675 +151,376 +18%
ACP
2
Aveo Capital Partners
Colorado
$27.1M 538,086 +22,063 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M 442,894 -8,268 -2%
IDA
4
Intelligence Driven Advisers
California
$21.8M 432,798 +72,327 +20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.8M 294,406 +192,388 +189%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 288,549 +38,001 +15%
TAM
7
Titleist Asset Management
Texas
$12.4M 247,353 +3,213 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$12.2M 242,473 -6,918 -3%
MFG
9
Merit Financial Group
Georgia
$10.9M 215,822 -35,138 -14%
AWA
10
ARQ Wealth Advisors
Arizona
$10M 201,454 +4,123 +2%
ME
11
McIlrath & Eck
Washington
$6.02M 119,585 +7,289 +6%
KWM
12
Kingsview Wealth Management
Oregon
$5.93M 117,897 +5,455 +5%
IA
13
IFG Advisory
Georgia
$5.76M 114,593 +40,007 +54%
BA
14
Bridge Advisory
California
$5.57M 110,771 +348 +0.3%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.57M 110,730 +32,342 +41%
KAS
16
Kestra Advisory Services
Texas
$5.33M 105,892 +1,710 +2%
PWM
17
Prosperity Wealth Management
California
$4.94M 98,122 +1,034 +1%
SAW
18
Signal Advisors Wealth
Michigan
$4.22M 83,802 +83,802 New
EFH
19
Eaton Financial Holdings
Florida
$4.19M 83,377 +83,377 New
FWM
20
Foguth Wealth Management
Michigan
$4.16M 83,249 +19,512 +31%
PA
21
PFG Advisors
Arizona
$4.03M 80,037 -1,411 -2%
GWM
22
Geneos Wealth Management
Colorado
$3.98M 79,122 +235 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.29M 65,417 +13,301 +26%
WIA
24
World Investment Advisors
California
$3.03M 60,239 +60,239 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.01M 59,849 +23,022 +63%
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