Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
IUSS was delisted on the 30th of March, 2023.
22 hedge funds and large institutions have $48M invested in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 7 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
0% more capital invested
Capital invested by funds: $47.8M → $48M (+$205K)
12% less funds holding
Funds holding: 25 → 22 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.39M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$893K |
| 3 |
LPL Financial
San Diego,
California
|
+$659K |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$548K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$425K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$269K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$236K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$201K |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$55.7K |
IUSS Hedge Fund Activity: Q3 2022 in Review
22 of the 5,828 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 Q3 2022, worth a combined $48M — up 0.43% from $47.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IUSS and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was Mariner Independent Advisor Network, adding an estimated $1.39M. The largest seller was Good Life Advisors, exiting entirely with an estimated $425K sold.
- 22 institutional investors held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) as of Q3 2022, down from 25 in Q2 2022.
- Funds reported $48M of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF stock for Q3 2022, up 0.43% quarter-over-quarter.
- 4 funds opened new Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF buyer in Q3 2022 was Mariner Independent Advisor Network, an estimated $1.39M added.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF seller in Q3 2022 was Good Life Advisors, an estimated $425K sold.
Based on aggregated 13F filings for Q3 2022.