We are live on ! Find out more
IUS icon

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
FWM
26
Foguth Wealth Management
Michigan
$3.01M +$2.95M +52,423 New
RBWA
27
RFG - Bristol Wealth Advisors
Massachusetts
$2.98M -$475K -8,441 -14%
NWM
28
Nova Wealth Management
Florida
$2.72M +$162K +2,877 +6%
SIM
29
Synergy Investment Management
Florida
$2.69M -$155K -2,754 -6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.33M -$210K -3,727 -8%
Bank of America
31
Bank of America
North Carolina
$2.33M +$181K +3,220 +9%
AC
32
AIFG Consultants
New York
$2.08M +$239K +4,250 +13%
SFG
33
Sovereign Financial Group
Connecticut
$1.94M -$31.8K -565 -2%
CA
34
CoreCap Advisors
Michigan
$1.73M -$38.3K -681 -2%
ES
35
Eagle Strategies
New York
$1.71M +$362K +6,436 +27%
CD
36
Capital Developers
North Carolina
$1.59M +$1.57M +27,857 New
VW
37
Vantus Wealth
Pennsylvania
$1.59M +$1.56M +27,777 New
AIM
38
Advyzon Investment Management
Illinois
$1.54M +$1.11M +19,674 +274%
BCG
39
Breakwater Capital Group
New Jersey
$1.44M +$30.9K +548 +2%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.34M -$17.8K -316 -1%
LFG
41
Larson Financial Group
Missouri
$1.32M +$92.3K +1,639 +8%
IA
42
IFG Advisory
Georgia
$1.14M -$185K -3,290 -14%
CAG
43
Centerpoint Advisory Group
Kansas
$1.11M -$42.2K -750 -4%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.01M -$7.15K -127 -0.7%
SPIA
45
Steward Partners Investment Advisory
New York
$989K -$610K -10,831 -39%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$974K +$959K +17,035 New
NA
47
NewEdge Advisors
Louisiana
$883K -$353K -6,278 -29%
RW
48
RVW Wealth
California
$815K -$5.63K -100 -0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$757K +$745K +13,242 New
SPC
50
Sigma Planning Corp
Michigan
$647K +$22K +391 +4%