Invesco RAFI Strategic US ETF
IUS
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, 41 increasing their positions, 33 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
20% more capital invested
Capital invested by funds: $416M → $500M (+$83.7M)
9.2% more ownership
Funds ownership: 62.5% → 71.7% (+9.2%)
3% more funds holding
Funds holding: 97 → 100 (+3)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$37.5M |
| 2 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$19.6M |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
+$2.5M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.38M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tandem Financial
Greenwood Village,
Colorado
|
-$4.12M |
| 2 |
Goldman Sachs
New York
|
-$3.82M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$612K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$610K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$546K |
IUS Hedge Fund Activity: Q4 2025 in Review
100 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2025, worth a combined $500M — up 20% from $416M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IUS positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $37.5M. The largest seller was Tandem Financial, exiting entirely with an estimated $4.12M sold.
- 100 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2025, up from 97 in Q3 2025.
- Funds reported $500M of Invesco RAFI Strategic US ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 13 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2025 and 9 closed out, a net change of +4 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $37.5M added.
- The largest Invesco RAFI Strategic US ETF seller in Q4 2025 was Tandem Financial, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2025.