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Invesco RAFI Strategic US ETF
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Overview Fund Activity

97 hedge funds and large institutions have $362M invested in Invesco RAFI Strategic US ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
26
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.3M
2
IDA
Intelligence Driven Advisers
California
$28.5M
3
LPL Financial
LPL Financial
California
$74.4M
4
BI
Berkeley Inc
Idaho
$5.53M
5
TF
Tandem Financial
Colorado
$3.41M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
FWM
Foguth Wealth Management
Michigan
$1.48M
5
GWM
Geneos Wealth Management
Colorado
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$74.4M +$7.68M +149,165 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.3M +$15.8M +306,778 +81%
IDA
3
Intelligence Driven Advisers
California
$28.5M +$8.52M +165,359 +43%
Osaic Holdings
4
Osaic Holdings
Arizona
$24.8M +$1.1M +22,193 +5%
RBWA
5
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M -$9.86M -191,518 -41%
Raymond James Financial
6
Raymond James Financial
Florida
$12.9M -$42.9K -833 -0.3%
MFG
7
Merit Financial Group
Georgia
$12.2M -$347K -6,738 -3%
Goldman Sachs
8
Goldman Sachs
New York
$11.6M – – –
KAS
9
Kestra Advisory Services
Texas
$11.4M -$1.61M -31,232 -12%
AWA
10
ARQ Wealth Advisors
Arizona
$10.3M – – –
LWM
11
Lighthouse Wealth Management
Ohio
$8.76M -$120K -2,329 -1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.31M -$6.38M -123,890 -47%
PWM
13
Prosperity Wealth Management
California
$6.75M +$1.24M +24,037 +22%
ME
14
McIlrath & Eck
Washington
$6.65M +$408K +7,922 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$6.31M +$1.42M +27,667 +29%
IA
16
IFG Advisory
Georgia
$6.21M +$29.8K +579 +0.5%
KWM
17
Kingsview Wealth Management
Oregon
$5.93M +$11.8K +230 +0.2%
BI
18
Berkeley Inc
Idaho
$5.53M +$5.53M +107,390 New
BFF
19
Byrne Financial Freedom
Massachusetts
$5.4M +$600K +11,645 +12%
PA
20
PFG Advisors
Arizona
$4.79M +$365K +7,091 +8%
GWM
21
Geneos Wealth Management
Colorado
$4.77M -$4.02M -77,996 -46%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.48M -$238K -4,620 -5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.59M +$382K +7,414 +12%
WIA
24
World Investment Advisors
California
$3.5M -$2.07M -40,200 -37%
TF
25
Tandem Financial
Colorado
$3.41M +$3.41M +66,181 New
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