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Invesco RAFI Strategic US ETF
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Overview Fund Activity

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.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% 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
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$23M
2
LPL Financial
2
LPL Financial
California
$64M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
CCFM
4
Clear Creek Financial Management
Washington
$4.82M
5
GWM
5
Geneos Wealth Management
Colorado
$8.42M

Top Sellers

1
TAM
1
Titleist Asset Management
Texas
$941K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
IA
3
IFG Advisory
Georgia
$5.93M
4
MFG
4
Merit Financial Group
Georgia
$12M
5
NA
5
NewEdge Advisors
Louisiana
$750K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$64M 1,296,065 +262,784 +25%
ACP
2
Aveo Capital Partners
Colorado
$29.3M 607,884 +76,046 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.5M 476,726 -6,241 -1%
RBWA
4
RFG - Bristol Wealth Advisors
Massachusetts
$23M 465,251 +275,298 +145%
IDA
5
Intelligence Driven Advisers
California
$19.2M 388,266 +41,762 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.7M 377,845 -14,696 -4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.1M 265,874 -14,856 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$12.5M 252,259 +9,580 +4%
KAS
9
Kestra Advisory Services
Texas
$12.4M 251,789 +36,986 +17%
MFG
10
Merit Financial Group
Georgia
$12M 243,358 -42,691 -15%
Goldman Sachs
11
Goldman Sachs
New York
$11.2M 226,139 +226,139 New
AWA
12
ARQ Wealth Advisors
Arizona
$10.3M 208,138 +1,456 +0.7%
LWM
13
Lighthouse Wealth Management
Ohio
$8.51M 172,394 +1,861 +1%
GWM
14
Geneos Wealth Management
Colorado
$8.42M 170,678 +90,705 +113%
ME
15
McIlrath & Eck
Washington
$5.99M 121,278 -4,026 -3%
IA
16
IFG Advisory
Georgia
$5.93M 120,081 -46,820 -28%
KWM
17
Kingsview Wealth Management
Oregon
$5.68M 114,973 -2,382 -2%
WIA
18
World Investment Advisors
California
$5.34M 108,119 +42,358 +64%
FWM
19
Foguth Wealth Management
Michigan
$5.33M 108,048 +10,376 +11%
PWM
20
Prosperity Wealth Management
California
$5.28M 106,973 +6,062 +6%
SAW
21
Signal Advisors Wealth
Michigan
$5.11M 103,426 +10,620 +11%
CCFM
22
Clear Creek Financial Management
Washington
$4.82M 97,638 +97,638 New
MML Investors Services
23
MML Investors Services
Massachusetts
$4.68M 94,840 -20,543 -18%
BFF
24
Byrne Financial Freedom
Massachusetts
$4.6M 93,287 -16,714 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.52M 91,506 +5,833 +7%
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