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Invesco RAFI Strategic US ETF

75 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, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $236M → $287M (+$50.7M)

9% more funds holding

Funds holding: 6975 (+6)

1.3% more ownership

Funds ownership: 47.94%49.24% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
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
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$49.1M +$7.34M +151,376 +18%
ACP
2
Aveo Capital Partners
Colorado
$27.1M +$1.07M +22,063 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M -$401K -8,268 -2%
IDA
4
Intelligence Driven Advisers
California
$21.8M +$3.51M +72,327 +20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.8M +$9.33M +192,388 +189%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$1.84M +38,001 +15%
TAM
7
Titleist Asset Management
Texas
$12.4M +$156K +3,213 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$12.2M -$335K -6,918 -3%
MFG
9
Merit Financial Group
Georgia
$10.9M -$1.7M -35,138 -14%
AWA
10
ARQ Wealth Advisors
Arizona
$10M +$200K +4,123 +2%
ME
11
McIlrath & Eck
Washington
$6.02M +$353K +7,289 +6%
KWM
12
Kingsview Wealth Management
Oregon
$5.93M +$265K +5,455 +5%
IA
13
IFG Advisory
Georgia
$5.76M +$1.94M +40,007 +54%
BA
14
Bridge Advisory
California
$5.57M +$16.9K +348 +0.3%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.57M +$1.57M +32,342 +41%
KAS
16
Kestra Advisory Services
Texas
$5.33M +$82.9K +1,710 +2%
PWM
17
Prosperity Wealth Management
California
$4.94M +$50.1K +1,034 +1%
SAW
18
Signal Advisors Wealth
Michigan
$4.22M +$4.06M +83,802 New
EFH
19
Eaton Financial Holdings
Florida
$4.19M +$4.04M +83,377 New
FWM
20
Foguth Wealth Management
Michigan
$4.16M +$946K +19,512 +31%
PA
21
PFG Advisors
Arizona
$4.03M -$68.4K -1,411 -2%
GWM
22
Geneos Wealth Management
Colorado
$3.98M +$11.4K +235 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.29M +$645K +13,301 +26%
WIA
24
World Investment Advisors
California
$3.03M +$2.92M +60,239 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.01M +$1.12M +23,022 +63%