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Invesco RAFI Strategic US ETF

96 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, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $327M → $375M (+$48M)

9.16% more ownership

Funds ownership: 52.22%61.38% (+9.2%)

5% more funds holding

Funds holding: 9196 (+5)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
42
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$64M +$13.3M +262,784 +25%
ACP
2
Aveo Capital Partners
Colorado
$29.3M +$3.84M +76,046 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.5M -$315K -6,241 -1%
RBWA
4
RFG - Bristol Wealth Advisors
Massachusetts
$23M +$13.9M +275,298 +145%
IDA
5
Intelligence Driven Advisers
California
$19.2M +$2.11M +41,762 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.7M -$743K -14,696 -4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$751K -14,856 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$12.5M +$484K +9,580 +4%
KAS
9
Kestra Advisory Services
Texas
$12.4M +$1.87M +36,986 +17%
MFG
10
Merit Financial Group
Georgia
$12M -$2.16M -42,691 -15%
Goldman Sachs
11
Goldman Sachs
New York
$11.2M +$11.4M +226,139 New
AWA
12
ARQ Wealth Advisors
Arizona
$10.3M +$73.6K +1,456 +0.7%
LWM
13
Lighthouse Wealth Management
Ohio
$8.51M +$94K +1,861 +1%
GWM
14
Geneos Wealth Management
Colorado
$8.42M +$4.58M +90,705 +113%
ME
15
McIlrath & Eck
Washington
$5.99M -$203K -4,026 -3%
IA
16
IFG Advisory
Georgia
$5.93M -$2.37M -46,820 -28%
KWM
17
Kingsview Wealth Management
Oregon
$5.68M -$120K -2,382 -2%
WIA
18
World Investment Advisors
California
$5.34M +$2.14M +42,358 +64%
FWM
19
Foguth Wealth Management
Michigan
$5.33M +$524K +10,376 +11%
PWM
20
Prosperity Wealth Management
California
$5.28M +$306K +6,062 +6%
SAW
21
Signal Advisors Wealth
Michigan
$5.11M +$537K +10,620 +11%
CCFM
22
Clear Creek Financial Management
Washington
$4.82M +$4.93M +97,638 New
MML Investors Services
23
MML Investors Services
Massachusetts
$4.68M -$1.04M -20,543 -18%
BFF
24
Byrne Financial Freedom
Massachusetts
$4.6M -$845K -16,714 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.52M +$295K +5,833 +7%