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Invesco RAFI Strategic US ETF
IUS

37 hedge funds and large institutions have $101M invested in Invesco RAFI Strategic US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $90.6M → $101M (+$10.8M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.72% less ownership

Funds ownership: 51.4% → 50.68% (-0.72%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
16
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$5.37M
2
LPL Financial
LPL Financial
California
+$4.58M
3
PA
PFG Advisors
Arizona
+$3.04M
4
ME
McIlrath & Eck
Washington
+$1.15M
5
SWP
Stratos Wealth Partners
Ohio
+$1.07M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
3
CAN
Cetera Advisor Networks
California
-$673K
4
Citadel Advisors
Citadel Advisors
Florida
-$591K
5
PWM
Prosperity Wealth Management
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
Merit Financial Group
Georgia
$18.9M +$5.37M +138,150 +42%
ME
2
McIlrath & Eck
Washington
$17.2M +$1.15M +29,646 +7%
ACP
3
Aveo Capital Partners
Colorado
$15.2M +$579K +14,903 +4%
LPL Financial
4
LPL Financial
California
$15.1M +$4.58M +117,815 +46%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.69M +$790K +20,325 +12%
KWM
6
Kingsview Wealth Management
Oregon
$4.57M -$86.8K -2,235 -2%
RJA
7
Raymond James & Associates
Florida
$3.65M +$499K +12,836 +17%
PA
8
PFG Advisors
Arizona
$3.17M +$3.04M +78,198 New
T
9
TRUADVICE
Florida
$2.72M +$923K +23,761 +56%
PWM
10
Prosperity Wealth Management
California
$2.29M -$352K -9,064 -14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.62M -$22.7K -584 -1%
GWM
12
Geneos Wealth Management
Colorado
$1.48M -$24K -618 -2%
RW
13
RVW Wealth
California
$1.35M -$75.6K -1,945 -6%
SWP
14
Stratos Wealth Partners
Ohio
$1.12M +$1.07M +27,599 New
CA
15
CoreCap Advisors
Michigan
$820K +$786K +20,225 New
MML Investors Services
16
MML Investors Services
Massachusetts
$657K +$200K +5,158 +47%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$655K +$145K +3,724 +30%
CAAS
18
Capital Asset Advisory Services
Michigan
$543K -$27.5K -707 -5%
IF
19
Intrua Financial
Texas
$431K +$20.7K +534 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$399K -$591K -15,216 -61%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$355K +$341K +8,769 New
EH
22
Equitable Holdings
New York
$290K +$278K +7,155 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$267K +$256K +6,600 New
WFA
24
WMG Financial Advisors
Tennessee
$213K – – –
UBS Group
25
UBS Group
Switzerland
$157K +$99.2K +2,554 +193%
1
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IUS Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2023, worth a combined $101M — up 12% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IUS positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $5.37M. The largest seller was Invesco, exiting entirely with an estimated $11.5M sold.

  • 37 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $101M of Invesco RAFI Strategic US ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 10 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest Invesco RAFI Strategic US ETF buyer in Q2 2023 was Merit Financial Group, an estimated $5.37M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q2 2023 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.