Invesco RAFI Strategic US ETF
IUS
69 hedge funds and large institutions have $236M invested in Invesco RAFI Strategic US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
15% more capital invested
Capital invested by funds: $205M → $236M (+$31.7M)
13% more funds holding
Funds holding: 61 → 69 (+8)
0.37% less ownership
Funds ownership: 48.31% → 47.94% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.43M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$5.77M |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
+$5.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.3M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$4.13M |
| 3 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$1.08M |
| 4 |
Goldman Sachs
New York
|
-$693K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$344K |
IUS Hedge Fund Activity: Q2 2024 in Review
69 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q2 2024, worth a combined $236M — up 15% from $205M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IUS positions and 4 closed out — a net gain of 11 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $11.3M sold.
- 69 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q2 2024, up from 61 in Q1 2024.
- Funds reported $236M of Invesco RAFI Strategic US ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 15 funds opened new Invesco RAFI Strategic US ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q2 2024 was LPL Financial, an estimated $10.2M added.
- The largest Invesco RAFI Strategic US ETF seller in Q2 2024 was Balyasny Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2024.