Invesco RAFI Strategic US ETF
IUS
75 hedge funds and large institutions have $287M invested in Invesco RAFI Strategic US ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $236M → $287M (+$50.7M)
9% more funds holding
Funds holding: 69 → 75 (+6)
1.3% more ownership
Funds ownership: 47.94% → 49.24% (+1.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.34M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$4.06M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$3.51M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$5.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.33M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.7M |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
-$682K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$584K |
IUS Hedge Fund Activity: Q3 2024 in Review
75 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q3 2024, worth a combined $287M — up 21% from $236M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IUS positions and 6 closed out — a net gain of 6 holders — while 38 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $9.33M. The largest seller was Zimmermann Investment Management & Planning, cutting an estimated $5.36M.
- 75 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $287M of Invesco RAFI Strategic US ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 12 funds opened new Invesco RAFI Strategic US ETF positions in Q3 2024 and 6 closed out, a net change of +6 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $9.33M added.
- The largest Invesco RAFI Strategic US ETF seller in Q3 2024 was Zimmermann Investment Management & Planning, an estimated $5.36M sold.
Based on aggregated 13F filings for Q3 2024.