Invesco RAFI Strategic US ETF
IUS
21 hedge funds and large institutions have $104M invested in Invesco RAFI Strategic US ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
24% more capital invested
Capital invested by funds: $84.2M → $104M (+$20M)
1.93% less ownership
Funds ownership: 67.99% → 66.06% (-1.9%)
16% less funds holding
Funds holding: 25 → 21 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$10.7M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$8.58M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.37M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.02M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$677K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$264K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$236K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$160K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$103K |
IUS Hedge Fund Activity: Q3 2022 in Review
21 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2022, worth a combined $104M — up 24% from $84.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IUS and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 12 added.
The largest buyer was McIlrath & Eck, opening a new position worth an estimated $10.7M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $677K sold.
- 21 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2022, down from 25 in Q2 2022.
- Funds reported $104M of Invesco RAFI Strategic US ETF stock for Q3 2022, up 24% quarter-over-quarter.
- 4 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q3 2022 was McIlrath & Eck, an estimated $10.7M added.
- The largest Invesco RAFI Strategic US ETF seller in Q3 2022 was Visionary Wealth Advisors, an estimated $677K sold.
Based on aggregated 13F filings for Q3 2022.