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Invesco RAFI Strategic US ETF

95 hedge funds and large institutions have $375M invested in Invesco RAFI Strategic US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$64M
ACP
2
Aveo Capital Partners
Colorado
$29.3M
Osaic Holdings
3
Osaic Holdings
Arizona
$23.5M
RBWA
4
RFG - Bristol Wealth Advisors
Massachusetts
$23M
IDA
5
Intelligence Driven Advisers
California
$19.2M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.7M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.1M
Raymond James Financial
8
Raymond James Financial
Florida
$12.5M
KAS
9
Kestra Advisory Services
Texas
$12.4M
MFG
10
Merit Financial Group
Georgia
$12M
Goldman Sachs
11
Goldman Sachs
New York
$11.2M
AWA
12
ARQ Wealth Advisors
Arizona
$10.3M
LWM
13
Lighthouse Wealth Management
Ohio
$8.51M
GWM
14
Geneos Wealth Management
Colorado
$8.42M
ME
15
McIlrath & Eck
Washington
$5.99M
IA
16
IFG Advisory
Georgia
$5.93M
KWM
17
Kingsview Wealth Management
Oregon
$5.68M
WIA
18
World Investment Advisors
California
$5.34M
FWM
19
Foguth Wealth Management
Michigan
$5.33M
PWM
20
Prosperity Wealth Management
California
$5.28M
SAW
21
Signal Advisors Wealth
Michigan
$5.11M
CCFM
22
Clear Creek Financial Management
Washington
$4.82M
MML Investors Services
23
MML Investors Services
Massachusetts
$4.68M
BFF
24
Byrne Financial Freedom
Massachusetts
$4.6M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.52M