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Invesco RAFI Strategic US ETF
IUS
IUS
12 hedge funds and large institutions have $181M invested in Invesco RAFI Strategic US ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
10% more capital invested
Capital invested by funds: $164M → $181M (+$16.3M)
0.1% more ownership
Funds ownership: 98.75% → 98.85% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 13 → 12 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.22M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$893K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$212K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$29K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.2K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$285K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$249K |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$736 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$441 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $169M | +$893K | +24,267 | +0.5% |
|
|
2
Invesco
Atlanta,
Georgia
| $10.5M | +$3.22M | +87,444 | +45% |
|
|
BRWM
3
B. Riley Wealth Management
Memphis,
Tennessee
| $236K | -$736 | -20 | -0.3% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $215K | +$212K | +5,774 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $105K | +$29K | +789 | +39% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $33K | +$15.2K | +413 | +87% |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $26K | – | – | – |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $13K | – | – | – |
|
|
MAM
9
Meeder Asset Management
Dublin,
Ohio
| $7K | +$7.32K | +199 | New |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $3K | -$441 | -12 | -12% |
|
|
EVM
11
Eaton Vance Management
Boston,
Massachusetts
| $2K | – | – | – |
|
|
12
Goldman Sachs
New York
| – | -$285K | -8,145 | Closed |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$249K | -7,097 | Closed |
|