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Invesco RAFI Strategic US ETF

100 hedge funds and large institutions have $500M invested in Invesco RAFI Strategic US ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more capital invested

Capital invested by funds: $416M → $500M (+$84M)

9.23% more ownership

Funds ownership: 62.5%71.74% (+9.2%)

3% more funds holding

Funds holding: 97100 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
42
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$86.2M -$521K -9,249 -0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.5M +$2.29M +40,726 +5%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$38.4M +$37.5M +665,308 +11,235%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$38.2M +$2.38M +42,278 +7%
IDA
5
Intelligence Driven Advisers
California
$37.9M +$281K +4,983 +0.8%
Osaic Holdings
6
Osaic Holdings
Arizona
$28.2M +$657K +11,666 +2%
HAG
7
HighPoint Advisor Group
Illinois
$19.9M +$19.6M +348,850 New
Raymond James Financial
8
Raymond James Financial
Florida
$14.8M -$55.7K -990 -0.4%
KAS
9
Kestra Advisory Services
Texas
$14.5M +$264K +4,689 +2%
MFG
10
Merit Financial Group
Georgia
$13.7M -$111K -1,980 -0.8%
AWA
11
ARQ Wealth Advisors
Arizona
$11.2M +$12.3K +218 +0.1%
BPA
12
Beacon Pointe Advisors
California
$10.3M +$1.55M +27,510 +18%
LWM
13
Lighthouse Wealth Management
Ohio
$9.71M +$26K +461 +0.3%
BI
14
Berkeley Inc
Idaho
$9.2M +$2.5M +44,479 +38%
Goldman Sachs
15
Goldman Sachs
New York
$8.97M -$3.82M -67,881 -30%
ME
16
McIlrath & Eck
Washington
$8.53M +$739K +13,119 +10%
MML Investors Services
17
MML Investors Services
Massachusetts
$7.77M +$523K +9,298 +7%
BFF
18
Byrne Financial Freedom
Massachusetts
$7.16M -$47.3K -841 -0.7%
PWM
19
Prosperity Wealth Management
California
$7.04M -$320K -5,685 -4%
GWM
20
Geneos Wealth Management
Colorado
$6.18M +$147K +2,612 +2%
PA
21
PFG Advisors
Arizona
$6.18M +$778K +13,823 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.49M +$352K +6,258 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.97M -$276K -4,906 -7%
WIA
24
World Investment Advisors
California
$3.86M +$276K +4,911 +8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.09M -$280K -4,982 -8%