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.
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)
Top Buyers
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.58M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SG
51
StoneX Group
New York
| – | -$220K | -5,536 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$141K | -3,545 | Closed |
|
|
BCMLT
53
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$53.7K | -1,324 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$199 | -5 | Closed |
|
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.