Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
IUSS was delisted on the 30th of March, 2023.
27 hedge funds and large institutions have $62.5M invested in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 1 closing their positions.
39,261% more capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $34.4K
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
23% more funds holding
Funds holding: 22 → 27 (+5)
2.71% less ownership
Funds ownership: 75.68% → 72.97% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$4.24M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.34M |
| 3 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$2.78M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$684K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$20K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.5K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$2.36K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.56K |
IUSS Hedge Fund Activity: Q4 2022 in Review
27 of the 6,241 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 2022, worth a combined $62.5M — up 30% from $48M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IUSS positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $4.24M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $20K sold.
- 27 institutional investors held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $62.5M of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF stock for Q4 2022, up 30% quarter-over-quarter.
- 7 funds opened new Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF buyer in Q4 2022 was Mariner, an estimated $4.24M added.
- The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF seller in Q4 2022 was BerganKDV Wealth Management, an estimated $20K sold.
Based on aggregated 13F filings for Q4 2022.