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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
LIG
51
Lokken Investment Group
Delaware
$474K -$112K -2,103 -20%
OBWG
52
Onyx Bridge Wealth Group
New York
$471K +$454K +8,527 New
NFP
53
Narus Financial Partners
Utah
$444K +$428K +8,046 New
PFS
54
Prospera Financial Services
Texas
$412K +$16.5K +310 +4%
FA
55
Fermata Advisors
California
$402K +$1.7K +32 +0.4%
TAM
56
Titleist Asset Management
Texas
$401K -$33.5K -629 -8%
AIM
57
Advyzon Investment Management
Illinois
$396K +$382K +7,181 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$348K +$3.35K +63 +1%
HighTower Advisors
59
HighTower Advisors
Illinois
$340K +$24.2K +455 +8%
FA
60
Flagstar Advisors
New York
$330K +$905 +17 +0.3%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$327K -$2.82M -52,979 -90%
SWP
62
Stratos Wealth Partners
Ohio
$320K -$86.7K -1,629 -22%
CWM
63
Centric Wealth Management
Illinois
$316K +$3.51K +66 +1%
OMC
64
Old Mission Capital
Illinois
$313K +$302K +5,670 New
MEAC
65
M.E. Allison & Co
Texas
$303K
FFA
66
Farther Finance Advisors
California
$299K -$128K -2,400 -31%
WFA
67
WMG Financial Advisors
Tennessee
$290K
RIS
68
Richmond Investment Services
Wisconsin
$248K
IFG
69
Independent Financial Group
California
$239K
PS
70
Principal Securities
Iowa
$237K +$5.32K +100 +2%
MCM
71
Mainstay Capital Management
Michigan
$233K -$224K -4,214 -50%
Corient Private Wealth
72
Corient Private Wealth
Florida
$224K +$798 +15 +0.4%
LA
73
Lifeworks Advisors
Michigan
$224K +$1.49K +28 +0.7%
JP Morgan Chase
74
JP Morgan Chase
New York
$219K -$1.33K -25 -0.6%
DAS
75
Dynamic Advisor Solutions
Arizona
$214K -$5.06K -95 -2%

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.