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Invesco RAFI Strategic US ETF
IUS

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: 7 → 7 (0)

1% less funds holding

Funds holding: 98 → 97 (-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
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
2
BPA
Beacon Pointe Advisors
California
+$8.08M
3
IDA
Intelligence Driven Advisers
California
+$5.54M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.68M
5
LPL Financial
LPL Financial
California
+$3.83M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$11.3M
2
KWM
Kingsview Wealth Management
Oregon
-$5.63M
3
IA
IFG Advisory
Georgia
-$5.19M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.19M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
76
Redhawk Wealth Advisors
Minnesota
$200K -$506K -9,500 -72%
AAP
77
Arax Advisory Partners
Colorado
$166K +$213 +4 +0.1%
CF
78
Centaurus Financial
California
$132K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$130K +$905 +17 +0.7%
UBS Group
80
UBS Group
Switzerland
$123K – – –
HFS
81
Hughes Financial Services
Virginia
$90.8K – – –
GRP
82
Global Retirement Partners
California
$82.3K +$6.92K +130 +10%
PAM
83
Parvin Asset Management
South Dakota
$72K – – –
HI
84
Harbour Investments
Wisconsin
$68K +$3.62K +68 +6%
RFP
85
Root Financial Partners
California
$60.2K +$58K +1,090 New
AIM
86
Anchor Investment Management
South Carolina
$51.9K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$41.4K – – –
US Bancorp
88
US Bancorp
Minnesota
$40.7K +$39.2K +737 New
AWM
89
AE Wealth Management
Kansas
$35.7K -$1.44K -27 -4%
Morgan Stanley
90
Morgan Stanley
New York
$30.3K +$53 +1 +0.2%
HWP
91
Highline Wealth Partners
California
$27.2K – – –
AssetMark Inc
92
AssetMark Inc
California
$22.6K +$21.8K +410 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$16.1K – – –
MEG
94
Millstone Evans Group
Colorado
$14.4K – – –
PTC
95
Private Trust Company
Ohio
$1.27K -$639 -12 -34%
AUB
96
Atlantic Union Bankshares
Virginia
$166 – – –
SIS
97
Sound Income Strategies
Florida
$49 – – –
Wells Fargo
98
Wells Fargo
California
$4 -$53 -1 Closed
DFA
99
Davies Financial Advisors
California
– -$1.97M -38,320 Closed
SAW
100
Signal Advisors Wealth
Michigan
– -$1.5M -29,029 Closed
1 2 3
4
5

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.