Invesco RAFI Strategic US ETF
IUS
13 hedge funds and large institutions have $164M invested in Invesco RAFI Strategic US ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
63% more funds holding
Funds holding: 8 → 13 (+5)
5% more capital invested
Capital invested by funds: $157M → $164M (+$7.52M)
0.16% more ownership
Funds ownership: 98.58% → 98.75% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$489K |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$212K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$53.2K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$23.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$5.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$885K |
| 3 |
Goldman Sachs
New York
|
-$351K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $157M | -$5.82M | -174,386 | -4% |
|
|
2
Invesco
Atlanta,
Georgia
| $6.76M | +$489K | +14,635 | +8% |
|
|
3
Goldman Sachs
New York
| $285K | -$351K | -10,500 | -56% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $249K | -$14.5K | -433 | -6% |
|
|
BRWM
5
B. Riley Wealth Management
Memphis,
Tennessee
| $223K | +$212K | +6,362 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $71K | +$53.2K | +1,592 | +372% |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $25K | +$23.4K | +700 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $17K | +$15.9K | +475 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $12K | +$11.6K | +348 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
EVM
11
Eaton Vance Management
Boston,
Massachusetts
| $2K | +$1.94K | +58 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$885K | -28,295 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | +$33 | +1 | New |
|
IUS Hedge Fund Activity: Q1 2021 in Review
13 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q1 2021, worth a combined $164M — up 4.8% from $157M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IUS positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Invesco, adding an estimated $489K. The largest seller was PFS Investments, cutting an estimated $5.82M.
- 13 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $164M of Invesco RAFI Strategic US ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
- 6 funds opened new Invesco RAFI Strategic US ETF positions in Q1 2021 and 1 closed out, a net change of +5 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q1 2021 was Invesco, an estimated $489K added.
- The largest Invesco RAFI Strategic US ETF seller in Q1 2021 was PFS Investments, an estimated $5.82M sold.
Based on aggregated 13F filings for Q1 2021.