Invesco RAFI Strategic US ETF
IUS
96 hedge funds and large institutions have $371M invested in Invesco RAFI Strategic US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $327M → $371M (+$43.5M)
8.43% more ownership
Funds ownership: 52.22% → 60.65% (+8.4%)
5% more funds holding
Funds holding: 91 → 96 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBWA
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
+$13.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.3M |
| 3 |
Goldman Sachs
New York
|
+$11.4M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$4.93M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$10.5M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.38M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.37M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$2.16M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.12M |
IUS Hedge Fund Activity: Q1 2025 in Review
96 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q1 2025, worth a combined $371M — up 13% from $327M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IUS positions and 4 closed out — a net gain of 6 holders — while 42 added to existing stakes and 33 trimmed.
The largest buyer was RFG - Bristol Wealth Advisors, adding an estimated $13.9M. The largest seller was Titleist Asset Management, cutting an estimated $10.5M.
- 96 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q1 2025, up from 91 in Q4 2024.
- Funds reported $371M of Invesco RAFI Strategic US ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 10 funds opened new Invesco RAFI Strategic US ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $13.9M added.
- The largest Invesco RAFI Strategic US ETF seller in Q1 2025 was Titleist Asset Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2025.