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Invesco RAFI Strategic US ETF

104 hedge funds and large institutions have $506M invested in Invesco RAFI Strategic US ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
104
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
$87.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.1M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$40.6M
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$39.1M
IDA
5
Intelligence Driven Advisers
California
$31.9M
Osaic Holdings
6
Osaic Holdings
Arizona
$26M
KAS
7
Kestra Advisory Services
Texas
$15.7M
HAG
8
HighPoint Advisor Group
Illinois
$15.6M
MFG
9
Merit Financial Group
Georgia
$14.2M
Raymond James Financial
10
Raymond James Financial
Florida
$13.9M
BI
11
Berkeley Inc
Idaho
$12.5M
BPA
12
Beacon Pointe Advisors
California
$12M
AWA
13
ARQ Wealth Advisors
Arizona
$11.8M
MML Investors Services
14
MML Investors Services
Massachusetts
$11.4M
LWM
15
Lighthouse Wealth Management
Ohio
$10.1M
ME
16
McIlrath & Eck
Washington
$8.98M
BFF
17
Byrne Financial Freedom
Massachusetts
$7.4M
PA
18
PFG Advisors
Arizona
$6.57M
GWM
19
Geneos Wealth Management
Colorado
$5.97M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.77M
TF
21
Tandem Financial
Colorado
$5.13M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.88M
PFA
23
Professional Financial Advisors
Nebraska
$4.32M
IAA
24
Independent Advisor Alliance
North Carolina
$4.15M
WIA
25
World Investment Advisors
California
$4.05M