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Invesco RAFI Strategic US ETF
IUS

45 hedge funds and large institutions have $107M invested in Invesco RAFI Strategic US ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

22% more funds holding

Funds holding: 37 → 45 (+8)

5% more capital invested

Capital invested by funds: $101M → $107M (+$5.36M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.99% less ownership

Funds ownership: 50.68% → 48.69% (-2%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
18
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.65M
3
AWM
AE Wealth Management
Kansas
+$2.26M
4
GWM
Geneos Wealth Management
Colorado
+$1.64M
5
KAS
Kestra Advisory Services
Texas
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
ME
McIlrath & Eck
Washington
-$13.7M
2
RJA
Raymond James & Associates
Florida
-$1.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$438K
4
MML Investors Services
MML Investors Services
Massachusetts
-$432K
5
UBS Group
UBS Group
Switzerland
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$446K +$165K +4,031 +56%
IF
27
Intrua Financial
Texas
$445K +$22.1K +539 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$319K +$328K +8,000 New
AP
29
Advisors Preferred
Maryland
$272K +$154K +3,770 +122%
MML Investors Services
30
MML Investors Services
Massachusetts
$226K -$432K -10,533 -65%
SG
31
StoneX Group
New York
$220K +$227K +5,536 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$218K -$438K -10,699 -66%
WFA
33
WMG Financial Advisors
Tennessee
$210K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$195K +$189K +4,620 +1,650%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$141K +$145K +3,545 New
GRP
36
Global Retirement Partners
California
$64.7K +$26.5K +646 +64%
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.7K – – –
AIM
38
Anchor Investment Management
South Carolina
$37.4K +$38.5K +940 New
Bank of America
39
Bank of America
North Carolina
$29K +$29.9K +729 New
AF
40
Advisornet Financial
Minnesota
$22K – – –
HI
41
Harbour Investments
Wisconsin
$11.1K +$11.3K +276 +9,200%
PTC
42
Private Trust Company
Ohio
$7.37K -$5.98K -146 -44%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$4.83K -$41 -1 -0.8%
Citigroup
44
Citigroup
New York
$4.78K +$4.92K +120 New
TRCT
45
Tower Research Capital (TRC)
New York
$199 +$205 +5 New
Wells Fargo
46
Wells Fargo
California
$13 -$41 -1 Closed
UBS Group
47
UBS Group
Switzerland
– -$157K -3,879 Closed
CF
48
Centaurus Financial
California
– -$100K -2,470 Closed
WP
49
WealthPLAN Partners
Nebraska
– -$11.5K -283 Closed
Morgan Stanley
50
Morgan Stanley
New York
– -$48 -1 Closed
1
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IUS Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2023, worth a combined $107M — up 5.3% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IUS positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.78M. The largest seller was McIlrath & Eck, cutting an estimated $13.7M.

  • 45 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2023, up from 37 in Q2 2023.
  • Funds reported $107M of Invesco RAFI Strategic US ETF stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 13 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2023 and 5 closed out, a net change of +8 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q3 2023 was LPL Financial, an estimated $6.78M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q3 2023 was McIlrath & Eck, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2023.