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Berkeley Inc lifted its position in Invesco RAFI Strategic US ETF (NASDAQ: IUS) by 38.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 160,885 shares of the company's stock after buying an additional 44,479 shares during the period. Invesco
Invesco RAFI Strategic US ETF offers a 544-stock portfolio blending fundamental size and quality factors. IUS has a more balanced sector allocation than the S&P 500, underweighting technology and financials while maintaining large-cap predominance. IUS has outperformed both the S&P 500 and peer large value ETFs since 2018, making it a compelling long-term core holding alternative to cap-weighted funds.
Envestnet Asset Management Inc. boosted its position in Invesco RAFI Strategic US ETF (NASDAQ: IUS) by 12.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 772,489 shares of the company's stock after acquiring an additional 87,866 shares during the quarter. Envestnet Asset
Eagle Strategies LLC purchased a new stake in Invesco RAFI Strategic US ETF (NASDAQ: IUS) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 23,412 shares of the company's stock, valued at approximately $1,293,000. Eagle Strategies LLC owned approximately 0.19% of Invesco
Geneos Wealth Management Inc. boosted its holdings in shares of Invesco RAFI Strategic US ETF (NASDAQ: IUS) by 15.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 92,682 shares of the company's stock after purchasing an additional 12,619
Invesco RAFI™ Strategic US ETF is a passively managed vehicle tracking the Invesco Strategic US Index. Heavy in IT, IUS has strong value and quality characteristics, though its growth and momentum exposures are smaller than IVV's, which is a significant disadvantage. Even though IUS significantly outperformed IVV and IWB in 2022, it has lagged them since its inception in 2018.
IUS offers a unique value tilt via business-size weighting, resulting in diversified sector exposure and valuations in line with traditional value ETFs. While not a pure value fund, IUS balances value and a more aggressive sector exposure, outperforming peers and matching the Russell 1000's returns over five years. The fund's drawbacks include higher volatility, lower liquidity, higher expense ratio, and modest dividend yield relative to peers.
Invesco RAFI Strategic US ETF has a higher expense ratio and lower exposure to growth and technology stocks compared to broader market indices. IUS's portfolio construction methodology focuses on business size and quality metrics, resulting in slightly lower concentration risk than the S&P 500 and Russell 1000. IUS has delivered slightly lower returns than the S&P 500 and Russell 1000 due to its strong tilt towards value stocks and lower technology sector exposure.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.