Invesco RAFI Strategic US ETF
IUS
7 hedge funds and large institutions have $135M invested in Invesco RAFI Strategic US ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
13% more capital invested
Capital invested by funds: $120M → $135M (+$15.1M)
0.65% more ownership
Funds ownership: 99.76% → 100.4% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$5.53M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$309K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$220K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$41.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$588K |
| 2 |
Jane Street
New York
|
-$548K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$100K |
| 4 |
JP Morgan Chase
New York
|
-$36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $130M | +$5.53M | +208,275 | +5% |
|
|
2
Invesco
Atlanta,
Georgia
| $3.61M | -$100K | -3,774 | -3% |
|
|
3
Citadel Advisors
Miami,
Florida
| $599K | -$588K | -22,136 | -51% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $322K | +$309K | +11,620 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $229K | +$220K | +8,278 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $43K | +$41.6K | +1,568 | New |
|
|
7
Jane Street
New York
| – | -$548K | -21,472 | Closed |
|
|
8
JP Morgan Chase
New York
| – | -$36K | -1,406 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|
IUS Hedge Fund Activity: Q4 2019 in Review
7 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2019, worth a combined $135M — up 13% from $120M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IUS positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was PFS Investments, adding an estimated $5.53M. The largest seller was Citadel Advisors, cutting an estimated $588K.
- 7 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $135M of Invesco RAFI Strategic US ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 4 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q4 2019 was PFS Investments, an estimated $5.53M added.
- The largest Invesco RAFI Strategic US ETF seller in Q4 2019 was Citadel Advisors, an estimated $588K sold.
Based on aggregated 13F filings for Q4 2019.