Invesco RAFI Strategic US ETF
IUS
8 hedge funds and large institutions have $157M invested in Invesco RAFI Strategic US ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
15% more capital invested
Capital invested by funds: $136M → $157M (+$20.6M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.73% less ownership
Funds ownership: 99.32% → 98.58% (-0.73%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$828K |
| 2 |
Goldman Sachs
New York
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$5.94M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$435K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$336K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $149M | -$5.94M | -203,144 | -4% |
|
|
2
Invesco
Atlanta,
Georgia
| $5.56M | -$435K | -14,860 | -8% |
|
|
3
Citadel Advisors
Miami,
Florida
| $885K | +$828K | +28,295 | New |
|
|
4
Goldman Sachs
New York
| $581K | +$545K | +18,645 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $235K | -$21.9K | -749 | -9% |
|
|
6
UBS Group
Zurich,
Switzerland
| $13K | -$25.6K | -874 | -67% |
|
7
Fidelity Investments
Boston,
Massachusetts
| $3K | -$1.52K | -52 | -35% |
|
|
FTUS
8
Flow Traders U.S.
New York
| – | -$336K | -12,490 | Closed |
|
IUS Hedge Fund Activity: Q4 2020 in Review
8 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2020, worth a combined $157M — up 15% from $136M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IUS positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $828K. The largest seller was PFS Investments, cutting an estimated $5.94M.
- 8 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2020, up from 7 in Q3 2020.
- Funds reported $157M of Invesco RAFI Strategic US ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 2 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco RAFI Strategic US ETF buyer in Q4 2020 was Citadel Advisors, an estimated $828K added.
- The largest Invesco RAFI Strategic US ETF seller in Q4 2020 was PFS Investments, an estimated $5.94M sold.
Based on aggregated 13F filings for Q4 2020.