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Invesco RAFI Strategic US ETF

91 hedge funds and large institutions have $327M invested in Invesco RAFI Strategic US ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 7591 (+16)

14% more capital invested

Capital invested by funds: $287M → $327M (+$39.9M)

2.98% more ownership

Funds ownership: 49.24%52.22% (+3%)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
37
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$51.3M +$2.93M +57,606 +6%
ACP
2
Aveo Capital Partners
Colorado
$26.4M -$317K -6,248 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$24M +$2.03M +40,073 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.5M +$4.98M +98,135 +33%
IDA
5
Intelligence Driven Advisers
California
$17.2M -$4.38M -86,294 -20%
MFG
6
Merit Financial Group
Georgia
$14.2M +$3.57M +70,227 +33%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.9M -$397K -7,819 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$12.1M +$12.3M +242,679 New
TAM
9
Titleist Asset Management
Texas
$11.3M -$1.02M -20,150 -8%
KAS
10
Kestra Advisory Services
Texas
$10.7M +$5.53M +108,911 +103%
AWA
11
ARQ Wealth Advisors
Arizona
$10.3M +$265K +5,228 +3%
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$9.43M +$9.65M +189,953 New
LWM
13
Lighthouse Wealth Management
Ohio
$8.47M +$8.66M +170,533 New
IA
14
IFG Advisory
Georgia
$8.29M +$2.66M +52,308 +46%
ME
15
McIlrath & Eck
Washington
$6.22M +$290K +5,719 +5%
KWM
16
Kingsview Wealth Management
Oregon
$5.83M -$27.5K -542 -0.5%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.73M +$236K +4,653 +4%
BFF
18
Byrne Financial Freedom
Massachusetts
$5.46M +$5.59M +110,001 New
FWM
19
Foguth Wealth Management
Michigan
$5.04M +$732K +14,423 +17%
PWM
20
Prosperity Wealth Management
California
$5.01M +$142K +2,789 +3%
SAW
21
Signal Advisors Wealth
Michigan
$4.61M +$457K +9,004 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.25M +$1.03M +20,256 +31%
PA
23
PFG Advisors
Arizona
$4.11M +$134K +2,645 +3%
GWM
24
Geneos Wealth Management
Colorado
$3.97M +$43.2K +851 +1%
WIA
25
World Investment Advisors
California
$3.27M +$280K +5,522 +9%