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Dmitry Balyasny’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Dmitry Balyasny’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-237,959
Closed -$11.3M – 2834
2024
Q1 		$11.3M Buy
+237,959
New +$10.7M 0.02% 864

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Dmitry Balyasny's IUS Position: Q2 2024 in Review

Dmitry Balyasny sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2024, closing a stake of 237,959 shares — an estimated $11.3M sold.

Dmitry Balyasny first reported a position in IUS in Q1 2024 and held it in 1 quarter. The position peaked at $11.3M in Q1 2024. 69 funds tracked by Wall St. Rank hold IUS as of Q2 2024.

  • Dmitry Balyasny reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2024 after selling out during the quarter.
  • Dmitry Balyasny sold 237,959 Invesco RAFI Strategic US ETF shares in Q2 2024, an estimated $11.3M.
  • Dmitry Balyasny first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 1 quarter.
  • Dmitry Balyasny's Invesco RAFI Strategic US ETF position peaked at $11.3M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2024.

Based on Balyasny Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.