Invesco RAFI Strategic US ETF
IUS
98 hedge funds and large institutions have $361M 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, 47 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more funds holding
Funds holding: 96 → 98 (+2)
4% less capital invested
Capital invested by funds: $375M → $361M (-$14.1M)
4.57% less ownership
Funds ownership: 61.38% → 56.81% (-4.6%)
45% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$8.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.29M |
| 4 |
BI
Berkeley Inc
Boise,
Idaho
|
+$5.25M |
| 5 |
TF
Tandem Financial
Greenwood Village,
Colorado
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBWA
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
-$9.36M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.05M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$4.82M |
| 4 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$3.88M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$3.81M |
IUS Hedge Fund Activity: Q2 2025 in Review
98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2025, worth a combined $361M — down 3.8% from $375M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IUS positions and 9 closed out — a net gain of 3 holders — while 26 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $9.36M.
- 98 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2025, up from 96 in Q1 2025.
- Funds reported $361M of Invesco RAFI Strategic US ETF stock for Q2 2025, down 3.8% quarter-over-quarter.
- 12 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $15M added.
- The largest Invesco RAFI Strategic US ETF seller in Q2 2025 was RFG - Bristol Wealth Advisors, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2025.