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Invesco RAFI Strategic US ETF
IUS

25 hedge funds and large institutions have $84M invested in Invesco RAFI Strategic US ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

32% more funds holding

Funds holding: 19 → 25 (+6)

21.8% less ownership

Funds ownership: 89.79% → 67.99% (-22%)

58% less capital invested

Capital invested by funds: $200M → $84M (-$116M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
12
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.8M
2
KWM
Kingsview Wealth Management
Oregon
+$4.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.98M
4
Invesco
Invesco
Georgia
+$1.48M
5
GWM
Geneos Wealth Management
Colorado
+$1.16M

Top Sellers

1
PI
PFS Investments
Georgia
-$114M
2
DAS
Dynamic Advisor Solutions
Arizona
-$386K
3
AP
Advisors Preferred
Maryland
-$123K
4
Wells Fargo
Wells Fargo
California
-$3.86K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
– +$382 +10 New
1
2

IUS Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2022, worth a combined $84M — down 58% from $200M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IUS positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.8M. The largest seller was PFS Investments, cutting an estimated $114M.

  • 25 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2022, up from 19 in Q1 2022.
  • Funds reported $84M of Invesco RAFI Strategic US ETF stock for Q2 2022, down 58% quarter-over-quarter.
  • 7 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2022 and 1 closed out, a net change of +6 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q2 2022 was Osaic Holdings, an estimated $4.8M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q2 2022 was PFS Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2022.