Invesco RAFI Strategic US ETF
45 hedge funds and large institutions have $107M invested in Invesco RAFI Strategic US ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
43% more capital inflows, than outflows
Capital inflows: $24.3M | Capital outflows: $17M
22% more funds holding
Funds holding: 37 → 45 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.99% less ownership
Funds ownership: 50.68% → 48.69% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.78M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.65M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$2.26M |
| 4 |
Geneos Wealth Management
Englewood,
Colorado
|
+$1.64M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McIlrath & Eck
Arlington,
Washington
|
-$13.7M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$1.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$438K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$432K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$157K |
IUS Hedge Fund Activity: Q3 2023 in Review
45 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2023, worth a combined $107M — up 5.3% from $101M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IUS positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.78M. The largest seller was McIlrath & Eck, cutting an estimated $13.7M.
- 45 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2023, up from 37 in Q2 2023.
- Funds reported $107M of Invesco RAFI Strategic US ETF stock for Q3 2023, up 5.3% quarter-over-quarter.
- 13 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2023 and 5 closed out, a net change of +8 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q3 2023 was LPL Financial, an estimated $6.78M added.
- The largest Invesco RAFI Strategic US ETF seller in Q3 2023 was McIlrath & Eck, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2023.