Invesco RAFI Strategic US ETF
IUS
91 hedge funds and large institutions have $327M invested in Invesco RAFI Strategic US ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more funds holding
Funds holding: 75 → 91 (+16)
14% more capital invested
Capital invested by funds: $287M → $327M (+$39.9M)
2.98% more ownership
Funds ownership: 49.24% → 52.22% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.53M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.98M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.57M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.93M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$4.38M |
| 2 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
-$2.49M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.96M |
| 4 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$1.02M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$552K |
IUS Hedge Fund Activity: Q4 2024 in Review
91 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Invesco RAFI Strategic US ETF (IUS) for Q4 2024, worth a combined $327M — up 14% from $287M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IUS positions and 5 closed out — a net gain of 18 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $5.53M. The largest seller was Intelligence Driven Advisers, cutting an estimated $4.38M.
- 91 institutional investors held Invesco RAFI Strategic US ETF (IUS) as of Q4 2024, up from 75 in Q3 2024.
- Funds reported $327M of Invesco RAFI Strategic US ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 23 funds opened new Invesco RAFI Strategic US ETF positions in Q4 2024 and 5 closed out, a net change of +18 holders.
- The largest Invesco RAFI Strategic US ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $5.53M added.
- The largest Invesco RAFI Strategic US ETF seller in Q4 2024 was Intelligence Driven Advisers, an estimated $4.38M sold.
Based on aggregated 13F filings for Q4 2024.