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
IIM
76
IFC & Insurance Marketing
California
$256K +$252K +4,476 New
RWA
77
Redhawk Wealth Advisors
Minnesota
$250K +$42.1K +747 +21%
IFG
78
Independent Financial Group
California
$247K
DAS
79
Dynamic Advisor Solutions
Arizona
$240K +$18.3K +325 +8%
CWM
80
CCG Wealth Management
California
$238K +$235K +4,166 New
JP Morgan Chase
81
JP Morgan Chase
New York
$228K +$1.52K +27 +0.7%
AAP
82
Arax Advisory Partners
Colorado
$172K +$281 +5 +0.2%
HFS
83
Hughes Financial Services
Virginia
$146K +$52.8K +938 +58%
CF
84
Centaurus Financial
California
$137K
GRP
85
Global Retirement Partners
California
$85.4K +$281 +5 +0.3%
PAM
86
Parvin Asset Management
South Dakota
$74.6K
HI
87
Harbour Investments
Wisconsin
$70.7K +$281 +5 +0.4%
AIM
88
Anchor Investment Management
South Carolina
$53.7K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$42.9K
AWM
90
AE Wealth Management
Kansas
$36.9K
UBS Group
91
UBS Group
Switzerland
$32.1K -$94.2K -1,673 -75%
Morgan Stanley
92
Morgan Stanley
New York
$31.3K -$56 -1 -0.2%
HWP
93
Highline Wealth Partners
California
$28.2K
FHA
94
Flagship Harbor Advisors
Massachusetts
$25.2K +$24.8K +441 New
RFP
95
Root Financial Partners
California
$23.1K -$38.6K -685 -63%
AssetMark Inc
96
AssetMark Inc
California
$22.6K -$844 -15 -4%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$16.6K
SEP
98
Signature Equity Partners
Ohio
$15.2K +$15K +266 New
MEG
99
Millstone Evans Group
Colorado
$14.9K
AUB
100
Atlantic Union Bankshares
Virginia
$172