Invesco RAFI Strategic US ETF
IUS
29 hedge funds and large institutions have $147M invested in Invesco RAFI Strategic US ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
176% more capital invested
Capital invested by funds: $53.3M → $147M (+$94.1M)
38% more funds holding
Funds holding: 21 → 29 (+8)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4.15% more ownership
Funds ownership: 66.06% → 70.21% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$13.8M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$5.82M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.21M |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$2.51M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.83M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$638K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$219K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$211K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$156K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $25.1K | +$25K | +687 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $17.8K | -$4.95K | -136 | -22% |
|
28
Morgan Stanley
New York
| $11K | +$10.9K | +300 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $3.14K | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.83M | -85,130 | Closed |
|
|
CW
31
CreativeOne Wealth
Overland Park,
Kansas
| – | -$219K | -6,599 | Closed |
|
|
32
UBS Group
Zurich,
Switzerland
| – | -$156K | -4,694 | Closed |
|
IUS Hedge Fund Activity: Q4 2022 in Review
29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2022, worth a combined $147M — up 176% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUS positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Aveo Capital Partners, adding an estimated $13.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.83M sold.
- 29 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2022, up from 21 in Q3 2022.
- Funds reported $147M of Invesco RAFI Strategic US ETF stock for Q4 2022, up 176% quarter-over-quarter.
- 11 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2022 and 3 closed out, a net change of +8 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q4 2022 was Aveo Capital Partners, an estimated $13.8M added.
- The largest Invesco RAFI Strategic US ETF seller in Q4 2022 was Susquehanna International Group, an estimated $2.83M sold.
Based on aggregated 13F filings for Q4 2022.