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Invesco RAFI Strategic US ETF

97 hedge funds and large institutions have $416M invested in Invesco RAFI Strategic US ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $361M → $416M (+$55.5M)

5.69% more ownership

Funds ownership: 56.81%62.5% (+5.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.27%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
11
Increased
36
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Synergy Investment Management
Florida
$2.75M +$2.65M +49,768 New
NWM
27
Nova Wealth Management
Florida
$2.46M +$50.9K +957 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.46M -$5.19M -97,409 -69%
Bank of America
29
Bank of America
North Carolina
$2.07M +$554K +10,400 +38%
SFG
30
Sovereign Financial Group
Connecticut
$1.91M -$148K -2,778 -7%
AC
31
AIFG Consultants
New York
$1.78M -$124K -2,322 -7%
CA
32
CoreCap Advisors
Michigan
$1.7M -$24.8K -466 -1%
SPIA
33
Steward Partners Investment Advisory
New York
$1.55M -$310K -5,821 -17%
BCG
34
Breakwater Capital Group
New Jersey
$1.36M -$94.9K -1,783 -7%
ES
35
Eagle Strategies
New York
$1.29M +$1.25M +23,412 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$14.9K -279 -1%
IA
37
IFG Advisory
Georgia
$1.28M -$5.19M -97,501 -81%
NA
38
NewEdge Advisors
Louisiana
$1.2M +$383K +7,196 +50%
LFG
39
Larson Financial Group
Missouri
$1.19M -$394K -7,405 -26%
CAG
40
Centerpoint Advisory Group
Kansas
$1.12M -$52.8K -992 -5%
BCI
41
Brinker Capital Investments
Pennsylvania
$987K -$48.3K -908 -5%
RW
42
RVW Wealth
California
$793K -$586 -11 -0.1%
EH
43
Equitable Holdings
New York
$759K -$118K -2,225 -14%
IWC
44
Integrated Wealth Concepts
Massachusetts
$612K -$3.46K -65 -0.6%
SPC
45
Sigma Planning Corp
Michigan
$603K +$1.6K +30 +0.3%
EFH
46
Eaton Financial Holdings
Florida
$556K -$16.7K -313 -3%
AF
47
Allworth Financial
California
$552K -$8.78K -165 -2%
GS
48
GTS Securities
New York
$546K +$526K +9,882 New
KWM
49
Kingsview Wealth Management
Oregon
$522K -$5.63M -105,745 -92%
TFS
50
Thoroughbred Financial Services
Tennessee
$505K +$173K +3,245 +55%

IUS Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2025, worth a combined $416M — up 15% from $361M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IUS positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $33.2M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $11.3M.

  • 97 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $416M of Invesco RAFI Strategic US ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 11 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $33.2M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q3 2025 was RFG - Bristol Wealth Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2025.