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Invesco RAFI Strategic US ETF
IUS

37 hedge funds and large institutions have $101M invested in Invesco RAFI Strategic US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $90.6M → $101M (+$10.8M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.72% less ownership

Funds ownership: 51.4% → 50.68% (-0.72%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
16
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$5.37M
2
LPL Financial
LPL Financial
California
+$4.58M
3
PA
PFG Advisors
Arizona
+$3.04M
4
ME
McIlrath & Eck
Washington
+$1.15M
5
SWP
Stratos Wealth Partners
Ohio
+$1.07M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
3
CAN
Cetera Advisor Networks
California
-$673K
4
Citadel Advisors
Citadel Advisors
Florida
-$591K
5
PWM
Prosperity Wealth Management
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Advisors Preferred
Maryland
$126K +$97.5K +2,510 +431%
CF
27
Centaurus Financial
California
$100K +$95.9K +2,470 New
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.7K +$51.4K +1,324 New
GRP
29
Global Retirement Partners
California
$40.6K +$8.16K +210 +26%
AF
30
Advisornet Financial
Minnesota
$22.4K -$69.3K -1,783 -76%
PTC
31
Private Trust Company
Ohio
$13.4K +$6.49K +167 +102%
WP
32
WealthPLAN Partners
Nebraska
$11.5K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$11.3K +$10.9K +280 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$4.96K +$1.4K +36 +42%
HI
35
Harbour Investments
Wisconsin
$122 +$78 +2 +200%
Morgan Stanley
36
Morgan Stanley
New York
$48 -$11.7K -300 -100%
Wells Fargo
37
Wells Fargo
California
$26 +$39 +1 New
Invesco
38
Invesco
Georgia
– -$11.5M -300,312 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$1.01M -26,268 Closed
CAN
40
Cetera Advisor Networks
California
– -$673K -17,581 Closed
PI
41
PFS Investments
Georgia
– -$224K -5,834 Closed
BWM
42
Birchcreek Wealth Management
Ohio
– -$219K -5,724 Closed
Bank of America
43
Bank of America
North Carolina
– -$54.2K -1,416 Closed
BAM
44
Belpointe Asset Management
Nevada
– -$26.4K -691 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– -$13K -331 Closed
1
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IUS Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2023, worth a combined $101M — up 12% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IUS positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $5.37M. The largest seller was Invesco, exiting entirely with an estimated $11.5M sold.

  • 37 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $101M of Invesco RAFI Strategic US ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 10 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q2 2023 was Merit Financial Group, an estimated $5.37M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q2 2023 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.