Invesco RAFI Strategic US ETF
IUS
35 hedge funds and large institutions have $90.6M invested in Invesco RAFI Strategic US ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
21% more funds holding
Funds holding: 29 → 35 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18.81% less ownership
Funds ownership: 70.21% → 51.4% (-19%)
39% less capital invested
Capital invested by funds: $147M → $90.6M (-$56.9M)
Top Buyers
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 3 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$1.39M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$990K |
Top Sellers
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$63.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$7.59M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$959K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$665K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $50.7K | +$50K | +1,325 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $30.2K | – | – | – |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $26.4K | +$151 | +4 | +0.6% |
|
|
AP
29
Advisors Preferred
Rockville,
Maryland
| $22.5K | +$22K | +583 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | +$12.5K | +331 | New |
|
31
Morgan Stanley
New York
| $11.5K | +$38 | +1 | +0.3% |
|
|
WP
32
WealthPLAN Partners
Omaha,
Nebraska
| $10.8K | +$10.7K | +283 | New |
|
|
PTC
33
Private Trust Company
Cleveland,
Ohio
| $6.28K | +$6.18K | +164 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $3.29K | – | – | – |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| $38 | +$38 | +1 | New |
|
36
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$665K | -18,197 | Closed |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$154K | -4,216 | Closed |
|
IUS Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q1 2023, worth a combined $90.6M — down 39% from $147M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IUS positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $3.79M. The largest seller was PFS Investments, cutting an estimated $63.6M.
- 35 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q1 2023, up from 29 in Q4 2022.
- Funds reported $90.6M of Invesco RAFI Strategic US ETF stock for Q1 2023, down 39% quarter-over-quarter.
- 9 funds opened new Invesco RAFI Strategic US ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q1 2023 was Merit Financial Group, an estimated $3.79M added.
- The largest Invesco RAFI Strategic US ETF seller in Q1 2023 was PFS Investments, an estimated $63.6M sold.
Based on aggregated 13F filings for Q1 2023.