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Invesco RAFI Strategic US ETF
IUS

43 hedge funds and large institutions have $128M invested in Invesco RAFI Strategic US ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $107M → $128M (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.89% less ownership

Funds ownership: 48.69% → 45.8% (-2.9%)

4% less funds holding

Funds holding: 45 → 43 (-2)

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$4.35M
2
LPL Financial
LPL Financial
California
+$3.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.52M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$2.19M
2
RJA
Raymond James & Associates
Florida
-$1.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$818K
4
Citadel Advisors
Citadel Advisors
Florida
-$778K
5
SPC
Sigma Planning Corp
Michigan
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$27.1M +$3.58M +87,723 +16%
MFG
2
Merit Financial Group
Georgia
$22M +$1.28M +31,417 +7%
ACP
3
Aveo Capital Partners
Colorado
$20.7M +$4.35M +106,659 +29%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.8M +$1.52M +37,267 +18%
KWM
5
Kingsview Wealth Management
Oregon
$4.98M -$87.2K -2,136 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.86M -$316K -7,750 -6%
ME
7
McIlrath & Eck
Washington
$4.36M +$439K +10,746 +12%
SAW
8
Signal Advisors Wealth
Michigan
$4.02M +$3.8M +93,135 New
PA
9
PFG Advisors
Arizona
$3.56M +$84.4K +2,067 +3%
GWM
10
Geneos Wealth Management
Colorado
$3.32M +$2.53K +62 +0.1%
PWM
11
Prosperity Wealth Management
California
$3.17M -$284K -6,968 -9%
KAS
12
Kestra Advisory Services
Texas
$2.8M +$1.31M +32,005 +98%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.03M +$1.69M +41,434 +757%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.84M +$1.5M +36,824 +649%
RW
15
RVW Wealth
California
$1.37M -$61.1K -1,496 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.36M -$326K -7,980 -20%
CA
17
CoreCap Advisors
Michigan
$1.28M +$213K +5,209 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.2M +$558K +13,678 +97%
SWP
19
Stratos Wealth Partners
Ohio
$1.08M -$102K -2,508 -9%
FA
20
Fermata Advisors
California
$961K +$906K +22,187 New
Bank of America
21
Bank of America
North Carolina
$735K +$663K +16,245 +2,228%
Goldman Sachs
22
Goldman Sachs
New York
$632K – – –
IF
23
Intrua Financial
Texas
$485K +$1.43K +35 +0.3%
RJA
24
Raymond James & Associates
Florida
$478K -$1.34M -32,720 -75%
EH
25
Equitable Holdings
New York
$404K -$75.4K -1,847 -17%
1
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IUS Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2023, worth a combined $128M — up 20% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IUS and 10 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Aveo Capital Partners, adding an estimated $4.35M. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.19M sold.

  • 43 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2023, down from 45 in Q3 2023.
  • Funds reported $128M of Invesco RAFI Strategic US ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 10 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2023 and 11 closed out, a net change of -1 holder.
  • The largest Invesco RAFI Strategic US ETF buyer in Q4 2023 was Aveo Capital Partners, an estimated $4.35M added.
  • The largest Invesco RAFI Strategic US ETF seller in Q4 2023 was AE Wealth Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.