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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.58M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$3.04M |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$1.15M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$673K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$591K |
| 5 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$352K |
IUS Hedge Fund Activity: Q2 2023 in Review
37 of the 6,383 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.