Invesco RAFI Strategic US ETFIUS
IUS
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
124% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 17
22% more capital invested
Capital invested by funds: $236M [Q2] → $287M (+$51.6M) [Q3]
10% more funds holding
Funds holding: 67 [Q2] → 74 (+7) [Q3]
1.56% more ownership
Funds ownership: 47.79% [Q2] → 49.35% (+1.56%) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IUS.
Financial journalist opinion
Positive
Seeking Alpha
6 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.
Positive
Seeking Alpha
9 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.
Positive
Seeking Alpha
1 year 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.
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