IUS icon

Invesco RAFI Strategic US ETF
IUS

Overview Fund Activity

90 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, 20 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+16
Holders Change %
+21.62%
% 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
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$9.43M
3
LWM
3
Lighthouse Wealth Management
Ohio
$8.47M
4
BFF
4
Byrne Financial Freedom
Massachusetts
$5.46M
5
KAS
5
Kestra Advisory Services
Texas
$10.7M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$17.2M
2
EFH
2
Eaton Financial Holdings
Florida
$1.7M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TAM
4
Titleist Asset Management
Texas
$11.3M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$51.3M 1,033,281 +57,606 +6%
ACP
2
Aveo Capital Partners
Colorado
$26.4M 531,838 -6,248 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$24M 482,967 +40,073 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.5M 392,541 +98,135 +33%
IDA
5
Intelligence Driven Advisers
California
$17.2M 346,504 -86,294 -20%
MFG
6
Merit Financial Group
Georgia
$14.2M 286,049 +70,227 +33%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.9M 280,730 -7,819 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$12.1M 242,679 +242,679 New
TAM
9
Titleist Asset Management
Texas
$11.3M 227,203 -20,150 -8%
KAS
10
Kestra Advisory Services
Texas
$10.7M 214,803 +108,911 +103%
AWA
11
ARQ Wealth Advisors
Arizona
$10.3M 206,682 +5,228 +3%
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$9.43M 189,953 +189,953 New
LWM
13
Lighthouse Wealth Management
Ohio
$8.47M 170,533 +170,533 New
IA
14
IFG Advisory
Georgia
$8.29M 166,901 +52,308 +46%
ME
15
McIlrath & Eck
Washington
$6.22M 125,304 +5,719 +5%
KWM
16
Kingsview Wealth Management
Oregon
$5.83M 117,355 -542 -0.5%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.73M 115,383 +4,653 +4%
BFF
18
Byrne Financial Freedom
Massachusetts
$5.46M 110,001 +110,001 New
FWM
19
Foguth Wealth Management
Michigan
$5.04M 97,672 +14,423 +17%
PWM
20
Prosperity Wealth Management
California
$5.01M 100,911 +2,789 +3%
SAW
21
Signal Advisors Wealth
Michigan
$4.61M 92,806 +9,004 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.26M 85,673 +20,256 +31%
PA
23
PFG Advisors
Arizona
$4.11M 82,682 +2,645 +3%
GWM
24
Geneos Wealth Management
Colorado
$3.97M 79,973 +851 +1%
WIA
25
World Investment Advisors
California
$3.27M 65,761 +5,522 +9%
1
2 3 4