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IUSS

Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF

Delisted

IUSS was delisted on the 30th of March, 2023.

25 hedge funds and large institutions have $47.8M invested in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

19% more funds holding

Funds holding: 2125 (+4)

16% more capital invested

Capital invested by funds: $41.3M → $47.8M (+$6.45M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$33.6M +$9.27M +266,036 +34%
Invesco
2
Invesco
Georgia
$2.41M -$1.59M -45,628 -38%
MIAN
3
Mariner Independent Advisor Network
Kansas
$2.35M +$2.49M +71,433 New
LPL Financial
4
LPL Financial
California
$1.75M +$1.25M +35,980 +191%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.12M +$1.22M +34,975 New
FAIM
6
Financial Advocates Investment Management
Washington
$1.03M +$12.8K +366 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M +$262K +7,531 +31%
RJA
8
Raymond James & Associates
Florida
$597K +$113K +3,242 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$497K -$45.9K -1,317 -8%
AIP
10
Ameritas Investment Partners
Nebraska
$496K +$49.4K +1,419 +10%
UWM
11
USAdvisors Wealth Management
Minnesota
$436K +$17K +488 +4%
GLA
12
Good Life Advisors
Pennsylvania
$425K -$34.7K -995 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$399K +$228K +6,537 +110%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$280K -$17.8K -511 -6%
PAG
15
Private Advisor Group
New Jersey
$269K +$68K +1,953 +30%
JWCA
16
J.W. Cole Advisors
Florida
$268K
Citadel Advisors
17
Citadel Advisors
Florida
$236K +$257K +7,389 New
TFS
18
Thoroughbred Financial Services
Tennessee
$223K +$243K +6,988 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$201K +$2.54K +73 +1%
PTC
20
Private Trust Company
Ohio
$77K +$83.6K +2,400 New
AF
21
Advisornet Financial
Minnesota
$53K -$1.78K -51 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$22K +$24.1K +691 New
GRP
23
Global Retirement Partners
California
$14K +$35 +1 +0.2%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$2.58K -74 -25%
CA
25
CoreCap Advisors
Michigan
$4K +$4.53K +130 New