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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
LPL Financial
1
LPL Financial
California
$83.8M +$3.83M +71,931 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.6M +$4.68M +87,866 +13%
IDA
3
Intelligence Driven Advisers
California
$36.3M +$5.54M +104,134 +19%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$34.5M +$33.2M +624,186 +44,648%
Osaic Holdings
5
Osaic Holdings
Arizona
$26.1M +$1.36M +25,494 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$14.3M +$411K +7,724 +3%
KAS
7
Kestra Advisory Services
Texas
$13.8M +$1.52M +28,610 +13%
MFG
8
Merit Financial Group
Georgia
$13.4M +$279K +5,238 +2%
Goldman Sachs
9
Goldman Sachs
New York
$12.4M -$74.1K -1,392 -0.6%
AWA
10
ARQ Wealth Advisors
Arizona
$10.9M -$616K -11,564 -6%
LWM
11
Lighthouse Wealth Management
Ohio
$9.35M -$33.4K -628 -0.4%
BPA
12
Beacon Pointe Advisors
California
$8.39M +$8.08M +151,880 New
ME
13
McIlrath & Eck
Washington
$7.52M +$368K +6,918 +5%
PWM
14
Prosperity Wealth Management
California
$7.11M -$118K -2,224 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$6.99M +$216K +4,053 +3%
BFF
16
Byrne Financial Freedom
Massachusetts
$6.97M +$1.13M +21,223 +20%
BI
17
Berkeley Inc
Idaho
$6.43M +$480K +9,016 +8%
GWM
18
Geneos Wealth Management
Colorado
$5.82M +$681K +12,796 +14%
PA
19
PFG Advisors
Arizona
$5.2M +$68.9K +1,294 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.96M +$158K +2,971 +3%
TF
21
Tandem Financial
Colorado
$4.12M +$448K +8,416 +13%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.11M +$1.42M +26,737 +56%
WIA
23
World Investment Advisors
California
$3.46M -$284K -5,332 -8%
RBWA
24
RFG - Bristol Wealth Advisors
Massachusetts
$3.34M -$11.3M -213,188 -78%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.26M -$569K -10,681 -15%

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.