Invesco RAFI Strategic US ETF
98 hedge funds and large institutions have $439M invested in Invesco RAFI Strategic US ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 9 closing their positions.
77% more capital inflows, than outflows
Capital inflows: $71.5M | Capital outflows: $40.5M
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
5.94% more ownership
Funds ownership: 59.98% → 65.93% (+5.9%)
6% more repeat investments, than reductions
Existing positions increased: 37 | 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: 99 → 98 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$33.2M |
| 2 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$8.08M |
| 3 |
Intelligence Driven Advisers
Carlsbad,
California
|
+$5.54M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.68M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
-$11.3M |
| 2 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$5.63M |
| 3 |
IFG Advisory
Atlanta,
Georgia
|
-$5.19M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.19M |
| 5 |
Rockefeller Capital Management
New York
|
-$2.82M |
IUS Hedge Fund Activity: Q3 2025 in Review
98 of the 7,659 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2025, worth a combined $439M — up 15% from $382M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUS positions and 9 closed out — a net gain of 2 holders — while 37 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.
- 98 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2025, down from 99 in Q2 2025.
- Funds reported $439M 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.