Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
IUSS was delisted on the 30th of March, 2023.
21 hedge funds and large institutions have $42M invested in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
110% more funds holding
Funds holding: 10 → 21 (+11)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% more capital invested
Capital invested by funds: $38.4M → $42M (+$3.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.22M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$932K |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$539K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$476K |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$879K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$525K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$50K |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$17K |
IUSS Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) for Q4 2021, worth a combined $42M — up 9.6% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IUSS positions and 2 closed out — a net gain of 11 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $1.22M. The largest seller was LPL Financial, cutting an estimated $879K.
- 21 institutional investors held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $42M of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
- 13 funds opened new Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF positions in Q4 2021 and 2 closed out, a net change of +11 holders.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF buyer in Q4 2021 was Financial Advocates Investment Management, an estimated $1.22M added.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF seller in Q4 2021 was LPL Financial, an estimated $879K sold.
Based on aggregated 13F filings for Q4 2021.