Invesco RAFI Strategic US ETF
IUS
7 hedge funds and large institutions have $136M invested in Invesco RAFI Strategic US ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
4% more capital invested
Capital invested by funds: $131M → $136M (+$5.56M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.94% less ownership
Funds ownership: 101.25% → 99.32% (-1.9%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$335K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.1K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.03K |
Top Sellers
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$2.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$508K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$165K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $130M | -$2.32M | -86,286 | -2% |
|
|
2
Invesco
Atlanta,
Georgia
| $5.19M | -$165K | -6,146 | -3% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $336K | +$335K | +12,490 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $223K | -$5.13K | -191 | -2% |
|
|
5
UBS Group
Zurich,
Switzerland
| $35K | +$34.1K | +1,271 | +4,100% |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $4K | +$4.03K | +150 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$508K | -20,102 | Closed |
|
IUS Hedge Fund Activity: Q3 2020 in Review
7 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2020, worth a combined $136M — up 4.3% from $131M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IUS positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $335K. The largest seller was PFS Investments, cutting an estimated $2.32M.
- 7 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2020, up from 6 in Q2 2020.
- Funds reported $136M of Invesco RAFI Strategic US ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
- 2 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco RAFI Strategic US ETF buyer in Q3 2020 was Flow Traders U.S., an estimated $335K added.
- The largest Invesco RAFI Strategic US ETF seller in Q3 2020 was PFS Investments, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2020.