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Invesco RAFI Strategic US ETF
IUS

25 hedge funds and large institutions have $84M invested in Invesco RAFI Strategic US ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

32% more funds holding

Funds holding: 19 → 25 (+6)

21.8% less ownership

Funds ownership: 89.79% → 67.99% (-22%)

58% less capital invested

Capital invested by funds: $200M → $84M (-$116M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
12
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.8M
2
KWM
Kingsview Wealth Management
Oregon
+$4.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.98M
4
Invesco
Invesco
Georgia
+$1.48M
5
GWM
Geneos Wealth Management
Colorado
+$1.16M

Top Sellers

1
PI
PFS Investments
Georgia
-$114M
2
DAS
Dynamic Advisor Solutions
Arizona
-$386K
3
AP
Advisors Preferred
Maryland
-$123K
4
Wells Fargo
Wells Fargo
California
-$3.86K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
PFS Investments
Georgia
$52.3M -$114M -2,970,524 -67%
Invesco
2
Invesco
Georgia
$13M +$1.48M +38,802 +12%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.33M +$4.8M +125,601 +500%
KWM
4
Kingsview Wealth Management
Oregon
$4.63M +$4.29M +112,243 +598%
LPL Financial
5
LPL Financial
California
$2.03M +$112K +2,939 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.83M +$1.98M +51,764 New
GWM
7
Geneos Wealth Management
Colorado
$1.11M +$1.16M +30,444 +3,806%
VWA
8
Visionary Wealth Advisors
Illinois
$677K +$452K +11,817 +162%
Bank of America
9
Bank of America
North Carolina
$571K +$617K +16,146 New
CA
10
CoreCap Advisors
Michigan
$545K +$589K +15,406 New
CAN
11
Cetera Advisor Networks
California
$461K +$344 +9 +0.1%
T
12
TRUADVICE
Florida
$368K +$17K +444 +5%
FTUS
13
Flow Traders U.S.
New York
$264K +$285K +7,462 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$236K +$64.2K +1,679 +34%
CW
15
CreativeOne Wealth
Kansas
$235K +$254K +6,651 New
IF
16
Intrua Financial
Texas
$223K +$50.8K +1,330 +27%
AF
17
Advisornet Financial
Minnesota
$74K +$11.6K +304 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$50K +$53.5K +1,400 New
AP
19
Advisors Preferred
Maryland
$32K -$123K -3,221 -78%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
GRP
21
Global Retirement Partners
California
$27K +$115 +3 +0.4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3K – – –
BRWM
23
B. Riley Wealth Management
Tennessee
$205 – – –
DAS
24
Dynamic Advisor Solutions
Arizona
– -$386K -9,506 Closed
Wells Fargo
25
Wells Fargo
California
– -$3.86K -101 -99%
1
2

IUS Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2022, worth a combined $84M — down 58% from $200M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IUS positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.8M. The largest seller was PFS Investments, cutting an estimated $114M.

  • 25 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2022, up from 19 in Q1 2022.
  • Funds reported $84M of Invesco RAFI Strategic US ETF stock for Q2 2022, down 58% quarter-over-quarter.
  • 7 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2022 and 1 closed out, a net change of +6 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q2 2022 was Osaic Holdings, an estimated $4.8M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q2 2022 was PFS Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2022.