Invesco RAFI Strategic US ETF
IUS
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.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
12% more funds holding
Funds holding: 17 → 19 (+2)
4% more capital invested
Capital invested by funds: $193M → $200M (+$7.62M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.56% less ownership
Funds ownership: 96.35% → 89.79% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$993K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$898K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$8.72K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$6K |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$4K |
IUS Hedge Fund Activity: Q1 2022 in Review
19 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q1 2022, worth a combined $200M — up 4% from $193M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IUS positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was PFS Investments, adding an estimated $2.8M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.06M sold.
- 19 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $200M of Invesco RAFI Strategic US ETF stock for Q1 2022, up 4% quarter-over-quarter.
- 7 funds opened new Invesco RAFI Strategic US ETF positions in Q1 2022 and 5 closed out, a net change of +2 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q1 2022 was PFS Investments, an estimated $2.8M added.
- The largest Invesco RAFI Strategic US ETF seller in Q1 2022 was CreativeOne Wealth, an estimated $1.06M sold.
Based on aggregated 13F filings for Q1 2022.