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Invesco RAFI Strategic US ETF
IUS

17 hedge funds and large institutions have $193M invested in Invesco RAFI Strategic US ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

21% more funds holding

Funds holding: 14 → 17 (+3)

5% more capital invested

Capital invested by funds: $183M → $193M (+$9.36M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.35% less ownership

Funds ownership: 98.71% → 96.35% (-2.4%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
4
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
+$2.82M
2
CW
CreativeOne Wealth
Kansas
+$1.02M
3
DAS
Dynamic Advisor Solutions
Arizona
+$380K
4
CAN
Cetera Advisor Networks
California
+$264K
5
LPL Financial
LPL Financial
California
+$261K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$267K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$220K
3
Invesco
Invesco
Georgia
-$79.8K
4
UBS Group
UBS Group
Switzerland
-$63.3K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
PFS Investments
Georgia
$178M +$2.82M +72,316 +2%
Invesco
2
Invesco
Georgia
$12.3M -$79.8K -2,043 -0.7%
CW
3
CreativeOne Wealth
Kansas
$1.06M +$1.02M +26,108 New
LPL Financial
4
LPL Financial
California
$499K +$261K +6,680 +119%
DAS
5
Dynamic Advisor Solutions
Arizona
$394K +$380K +9,726 New
CAN
6
Cetera Advisor Networks
California
$274K +$264K +6,756 New
BRWM
7
B. Riley Wealth Management
Tennessee
$235K +$2.19K +56 +1%
AP
8
Advisors Preferred
Maryland
$167K +$160K +4,097 New
Osaic Holdings
9
Osaic Holdings
Arizona
$100K +$77.8K +1,993 +420%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
AF
11
Advisornet Financial
Minnesota
$14K – – –
UBS Group
12
UBS Group
Switzerland
$9K -$63.3K -1,620 -88%
CA
13
CoreCap Advisors
Michigan
$6K +$6.17K +158 New
OAJ
14
Ogorek Anthony Joseph
New York
$4K +$4.3K +110 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$3K -$3.2K -82 -49%
EVM
16
Eaton Vance Management
Massachusetts
$2K – – –
Citadel Advisors
17
Citadel Advisors
Florida
– -$267K -7,243 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$220K -5,965 Closed

IUS Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2021, worth a combined $193M — up 5.1% from $183M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IUS positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was PFS Investments, adding an estimated $2.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $267K sold.

  • 17 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2021, up from 14 in Q3 2021.
  • Funds reported $193M of Invesco RAFI Strategic US ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 6 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q4 2021 was PFS Investments, an estimated $2.82M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q4 2021 was Citadel Advisors, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2021.