IUS icon

Invesco RAFI Strategic US ETF
IUS

Overview Fund Activity

68 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.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
33
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
3
IDA
3
Intelligence Driven Advisers
California
$17.1M
4
BA
4
Bridge Advisory
California
$5.24M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SAW
2
Signal Advisors Wealth
Michigan
$0
3
FWM
3
Foguth Wealth Management
Michigan
$3.02M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
RW
5
RVW Wealth
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$39.1M 824,299 +217,384 +36%
ACP
2
Aveo Capital Partners
Colorado
$24.5M 516,023 +24,801 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.4M 451,162 +93,429 +26%
IDA
4
Intelligence Driven Advisers
California
$17.1M 360,471 +123,440 +52%
MFG
5
Merit Financial Group
Georgia
$11.9M 250,960 +999 +0.4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 250,548 +201,709 +413%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.8M 249,391 +1,859 +0.8%
TAM
8
Titleist Asset Management
Texas
$11.6M 244,140 +16,573 +7%
AWA
9
ARQ Wealth Advisors
Arizona
$9.36M 197,331 +53,476 +37%
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$7.08M 149,359 +38,889 +35%
KWM
11
Kingsview Wealth Management
Oregon
$5.33M 112,442 -376 -0.3%
ME
12
McIlrath & Eck
Washington
$5.33M 112,296 +2,282 +2%
BA
13
Bridge Advisory
California
$5.24M 110,423 +110,423 New
KAS
14
Kestra Advisory Services
Texas
$4.94M 104,182 +2,457 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.84M 102,018 +32,208 +46%
PWM
16
Prosperity Wealth Management
California
$4.6M 97,088 +17,206 +22%
PA
17
PFG Advisors
Arizona
$3.86M 81,448 -583 -0.7%
GWM
18
Geneos Wealth Management
Colorado
$3.74M 78,887 +6,673 +9%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.72M 78,388 +21,383 +38%
IA
20
IFG Advisory
Georgia
$3.54M 74,586 -2,201 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.33M 70,184 +43,701 +165%
FWM
22
Foguth Wealth Management
Michigan
$3.02M 63,737 -23,149 -27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.47M 52,116 +12,942 +33%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.75M 36,827 +15,705 +74%
CA
25
CoreCap Advisors
Michigan
$1.48M 31,266 -496 -2%
1
2 3