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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
– -$864K -16,777 Closed
AFG
102
Atomi Financial Group
New York
– -$712K -13,828 Closed
Citadel Advisors
103
Citadel Advisors
Florida
– -$667K -12,944 Closed
Betterment LLC
104
Betterment LLC
New York
– -$214K -4,159 Closed
RA
105
RFG Advisory
Alabama
– -$204K -3,957 Closed
IA
106
IFP Advisors
Florida
– -$1.03K -20 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.