IUS stock icon

Invesco RAFI Strategic US ETF
IUS

$49.88
0.36%

Market Cap: $576M

0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

150% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 5 (+3) [Q2]

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $203M [Q1] → $235M (+$32.2M) [Q2]

16% more funds holding

Funds holding: 57 [Q1] → 66 (+9) [Q2]

0.23% less ownership

Funds ownership: 47.96% [Q1] → 47.73% (-0.23%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for IUS.

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Financial journalist opinion

Positive
Seeking Alpha
2 months ago
IUS: A Value ETF Based On A Business Size-Allocation Criteria
Invesco RAFI Strategic US ETF offers a unique approach to stock market investing, focusing on operational metrics rather than market cap. IUS provides exposure to high-quality, large-size U.S. companies with a tilt towards value, particularly in sectors like energy, healthcare, and consumer staples. Despite underperformance due to low exposure to Nvidia, IUS has shown lower volatility and better risk-adjusted returns compared to benchmark indexes.
IUS: A Value ETF Based On A Business Size-Allocation Criteria
Positive
Seeking Alpha
5 months ago
IUS: A Superior Large-Cap Value ETF
Invesco RAFI™ Strategic US ETF combines a fundamental score of company size and a quality score. The IUS ETF is better balanced than the S&P 500 index and has much cheaper valuation ratios without sacrificing earnings growth. IUS beats the benchmark and a number of large-cap value funds since its inception and has a compelling dividend growth rate.
IUS: A Superior Large-Cap Value ETF
Positive
Seeking Alpha
8 months ago
IUS: A Good Core Equity Replacement
Smart Beta ETFs use alternative index construction rules to improve returns and manage risks. Invesco RAFI Strategic US ETF (IUS) is a smart-beta ETF that focuses on high-quality, large-sized US companies. IUS has outperformed its peers since its inception in 2018, but investors should be aware of sector-specific risks.
IUS: A Good Core Equity Replacement
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