IUS icon

Invesco RAFI Strategic US ETF
IUS

Overview Fund Activity

19 hedge funds and large institutions have $200M invested in Invesco RAFI Strategic US ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$180M
2
LPL Financial
2
LPL Financial
California
$2.21M
3
Invesco
3
Invesco
Georgia
$13.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M
5
KWM
5
Kingsview Wealth Management
Oregon
$761K

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
UBS Group
2
UBS Group
Switzerland
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$386K
4
CA
4
CoreCap Advisors
Michigan
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$180M 4,449,231 +70,574 +2%
Invesco
2
Invesco
Georgia
$13.3M 327,686 +25,057 +8%
LPL Financial
3
LPL Financial
California
$2.21M 54,373 +42,063 +342%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M 25,126 +22,658 +918%
KWM
5
Kingsview Wealth Management
Oregon
$761K 18,770 +18,770 New
CAN
6
Cetera Advisor Networks
California
$529K 13,040 +6,284 +93%
DAS
7
Dynamic Advisor Solutions
Arizona
$386K 9,506 -220 -2%
T
8
TRUADVICE
Florida
$355K 9,240 +9,240 New
VWA
9
Visionary Wealth Advisors
Illinois
$296K 7,306 +7,306 New
BRWM
10
B. Riley Wealth Management
Tennessee
$235K 5,804 – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$203K 4,998 +4,998 New
IF
12
Intrua Financial
Texas
$202K 4,983 +4,983 New
AP
13
Advisors Preferred
Maryland
$168K 4,129 +32 +0.8%
AF
14
Advisornet Financial
Minnesota
$73K 1,788 +1,440 +414%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$33K 804 +104 +15%
GWM
16
Geneos Wealth Management
Colorado
$32K 800 +800 New
GRP
17
Global Retirement Partners
California
$28K 751 +751 New
Wells Fargo
18
Wells Fargo
California
$4K 102 +101 +10,100%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3K 86 – –
CW
20
CreativeOne Wealth
Kansas
– – -26,108 Closed
UBS Group
21
UBS Group
Switzerland
– – -230 Closed
CA
22
CoreCap Advisors
Michigan
– – -158 Closed
OAJ
23
Ogorek Anthony Joseph
New York
– – -110 Closed
EVM
24
Eaton Vance Management
Massachusetts
– – -58 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –