Invesco RAFI Strategic US ETF
IUS
35 hedge funds and large institutions have $90.6M invested in Invesco RAFI Strategic US ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
21% more funds holding
Funds holding: 29 → 35 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18.81% less ownership
Funds ownership: 70.21% → 51.4% (-19%)
39% less capital invested
Capital invested by funds: $147M → $90.6M (-$56.9M)
Top Buyers
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 3 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$1.39M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$990K |
Top Sellers
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$63.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$7.59M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$959K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$665K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$391K |
IUS Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q1 2023, worth a combined $90.6M — down 39% from $147M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IUS positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $3.79M. The largest seller was PFS Investments, cutting an estimated $63.6M.
- 35 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q1 2023, up from 29 in Q4 2022.
- Funds reported $90.6M of Invesco RAFI Strategic US ETF stock for Q1 2023, down 39% quarter-over-quarter.
- 9 funds opened new Invesco RAFI Strategic US ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q1 2023 was Merit Financial Group, an estimated $3.79M added.
- The largest Invesco RAFI Strategic US ETF seller in Q1 2023 was PFS Investments, an estimated $63.6M sold.
Based on aggregated 13F filings for Q1 2023.