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Invesco RAFI Strategic US ETF
IUS

43 hedge funds and large institutions have $128M invested in Invesco RAFI Strategic US ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $107M → $128M (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.89% less ownership

Funds ownership: 48.69% → 45.8% (-2.9%)

4% less funds holding

Funds holding: 45 → 43 (-2)

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$4.35M
2
LPL Financial
LPL Financial
California
+$3.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.52M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$2.19M
2
RJA
Raymond James & Associates
Florida
-$1.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$818K
4
Citadel Advisors
Citadel Advisors
Florida
-$778K
5
SPC
Sigma Planning Corp
Michigan
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$370K +$22.5K +552 +7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$314K +$296K +7,244 New
WFA
28
WMG Financial Advisors
Tennessee
$228K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$211K +$201K +4,915 New
IFG
30
Independent Financial Group
California
$206K +$194K +4,747 New
GRP
31
Global Retirement Partners
California
$181K +$104K +2,549 +155%
HI
32
Harbour Investments
Wisconsin
$105K +$87.6K +2,145 +769%
CF
33
Centaurus Financial
California
$103K +$97.1K +2,380 New
UBS Group
34
UBS Group
Switzerland
$52K +$49.1K +1,202 New
PS
35
Principal Securities
Iowa
$42.6K +$40.2K +984 New
AIM
36
Anchor Investment Management
South Carolina
$40.7K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$39K -$163K -4,000 -82%
Wells Fargo
38
Wells Fargo
California
$32.3K +$30.4K +745 New
Morgan Stanley
39
Morgan Stanley
New York
$28K +$26.4K +646 New
AF
40
Advisornet Financial
Minnesota
$14.5K -$8.86K -217 -39%
PTC
41
Private Trust Company
Ohio
$6.54K -$1.39K -34 -18%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$5.25K – – –
Citigroup
43
Citigroup
New York
$5.2K – – –
AWM
44
AE Wealth Management
Kansas
– -$2.19M -55,105 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$818K -20,533 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$778K -19,536 Closed
SPC
47
Sigma Planning Corp
Michigan
– -$569K -14,297 Closed
AWM
48
Axxcess Wealth Management
California
– -$510K -12,807 Closed
CAAS
49
Capital Asset Advisory Services
Michigan
– -$505K -12,546 Closed
AP
50
Advisors Preferred
Maryland
– -$272K -6,863 Closed
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IUS Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2023, worth a combined $128M — up 20% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IUS and 10 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Aveo Capital Partners, adding an estimated $4.35M. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.19M sold.

  • 43 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2023, down from 45 in Q3 2023.
  • Funds reported $128M of Invesco RAFI Strategic US ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 10 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2023 and 11 closed out, a net change of -1 holder.
  • The largest Invesco RAFI Strategic US ETF buyer in Q4 2023 was Aveo Capital Partners, an estimated $4.35M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q4 2023 was AE Wealth Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.