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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$53.18 -0.05 (-0.09%)
Closing price 03:59 PM Eastern
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$53.16 -0.02 (-0.03%)
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Institutional Ownership Changes (13F Filings) for Invesco RAFI Strategic US ETF (NASDAQ:IUS)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$318.13M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$54.93M
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IUS Institutional Buying and Selling by Quarter

Invesco RAFI Strategic US ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Betterment LLC4,159$214K0.0%N/A0.034%
8/14/2025NewEdge Advisors LLC14,530$748K0.0%-4.3%0.120%
8/14/2025Tandem Financial LLC66,181$3.41M3.2%N/A0.548%
8/13/2025Northwestern Mutual Wealth Management Co.141,984$7.31M0.0%-46.6%1.175%
8/12/2025 Richmond Investment Services LLC4,494$231K0.0%N/A0.037%
8/12/2025 Steward Partners Investment Advisory LLC33,948$1.75M0.0%-9.5%0.281%
8/12/2025 Titleist Asset Management LLC7,887$406K0.0%-58.6%0.065%
8/12/2025 JPMorgan Chase & Co.3,991$206K0.0%-63.8%0.033%
8/8/2025 Rockefeller Capital Management L.P.58,901$3.03M0.0%+85.3%0.488%
8/8/2025 Kingsview Wealth Management LLC115,203$5.93M0.1%+0.2%0.954%
8/8/2025 Thoroughbred Financial Services LLC5,914$304K0.0%-56.4%0.049%
8/8/2025 Cetera Investment Advisers69,757$3.59M0.0%+11.9%0.577%
8/8/2025 Davies Financial Advisors Inc.38,320$1.97M1.5%-11.3%0.317%
8/7/2025 Allworth Financial LP10,155$523K0.0%-2.7%0.084%
8/7/2025 PFG Advisors92,919$4.79M0.2%+8.3%0.769%
8/6/2025 Prospera Financial Services Inc7,147$368K0.0%-20.4%0.059%
8/6/2025 Centerpoint Advisory Group21,232$1.09M0.9%-7.5%0.176%
8/6/2025 RFG Bristol Wealth Advisors LLC273,733$14.10M4.4%-41.2%2.266%
8/5/2025 Sigma Planning Corp10,900$561K0.0%-3.2%0.090%
8/5/2025 Prosperity Wealth Management Inc.131,010$6.75M2.5%+22.5%1.085%
8/5/2025 Lifeworks Advisors LLC4,023$207K0.0%-13.8%0.033%
8/4/2025 IFG Advisory LLC120,660$6.21M0.3%+0.5%0.999%
8/4/2025 World Investment Advisors67,919$3.50M0.1%-37.2%0.562%
8/1/2025 Envestnet Asset Management Inc.684,623$35.26M0.0%+81.2%5.635%
7/29/2025 Stratos Wealth Partners LTD.7,428$383K0.0%+5.8%0.061%
7/28/2025 RFG Advisory LLC3,957$204K0.0%-51.2%0.033%
7/25/2025 CWM LLC1,398$72K0.0%-46.6%0.012%
7/25/2025 Sovereign Financial Group Inc.37,330$1.92M0.4%-4.6%0.307%
7/24/2025 Mainstay Capital Management LLC ADV8,428$434K0.0%+22.4%0.069%
7/24/2025 Lokken Investment Group LLC10,689$550K0.2%+39.9%0.088%
7/22/2025 Merit Financial Group LLC236,620$12.19M0.1%-2.8%1.940%
7/21/2025 AIFG Consultants Ltd.34,518$1.78M3.5%-3.5%0.283%
7/16/2025 Highline Wealth Partners LLC493$25K0.0%N/A0.004%
7/15/2025 Eaton Financial Holdings Company LLC10,380$535K0.2%-45.7%0.085%
7/14/2025 Lighthouse Wealth Management Inc.170,065$8.76M7.6%-1.4%1.385%
7/14/2025 Flagstar Advisors Inc.5,964$307K0.1%-5.0%0.049%
7/11/2025 Farther Finance Advisors LLC7,813$402K0.0%-65.2%0.063%
7/10/2025 Redhawk Wealth Advisors Inc.13,130$676K0.1%-7.6%0.106%
7/10/2025 Wealth Enhancement Advisory Services LLC23,536$1.23M0.0%+226.9%0.191%
7/10/2025 Signal Advisors Wealth LLC29,029$1.50M0.1%-71.9%0.235%
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7/9/2025 Intelligence Driven Advisers LLC553,625$28.51M4.3%+42.6%4.483%
7/9/2025 Breakwater Capital Group26,395$1.36M0.2%+71.9%0.214%
7/7/2025 Nova Wealth Management Inc.43,665$2.25M1.7%+32.1%0.353%
5/29/2025 Nova Wealth Management Inc.33,062$1.63M1.4%+6.3%0.270%
5/16/2025McIlrath & Eck LLC121,278$5.99M0.7%-3.2%0.992%
5/16/2025Goldman Sachs Group Inc.226,139$11.16M0.0%N/A1.849%
5/16/2025NewEdge Advisors LLC15,188$750K0.0%-59.4%0.124%
5/15/2025Royal Bank of Canada9,761$482K0.0%-7.2%0.080%
5/15/2025 Titleist Asset Management LLC19,070$941K0.1%-91.6%0.156%
5/14/2025Northwestern Mutual Wealth Management Co.265,874$13.12M0.0%-5.3%2.174%
5/14/2025Kestra Advisory Services LLC251,789$12.43M0.1%+17.2%2.059%
5/13/2025Raymond James Financial Inc.252,259$12.45M0.0%+3.9%2.063%
5/13/2025 Eaton Financial Holdings Company LLC19,104$943K0.4%-44.2%0.156%
5/12/2025Aveo Capital Partners LLC607,884$29.32M4.8%+14.3%4.970%
5/9/2025 Thoroughbred Financial Services LLC13,569$669K0.0%+112.8%0.111%
5/9/2025 PNC Financial Services Group Inc.750$37K0.0%-25.0%0.006%
5/8/2025 IFG Advisory LLC120,081$5.93M0.3%-28.1%0.980%
5/8/2025 RVW Wealth LLC14,402$711K0.1%-33.0%0.118%
5/8/2025Geneos Wealth Management Inc.90,615$4.47M0.1%+13.3%0.740%
5/7/2025 LPL Financial LLC1,296,065$63.97M0.0%+25.4%10.580%
5/6/2025 Cetera Investment Advisers62,343$3.08M0.0%+1.7%0.509%
5/6/2025 Lifeworks Advisors LLC4,665$230K0.0%-5.7%0.038%
5/6/2025 AllGen Financial Advisors Inc.14,414$711K0.2%+167.5%0.118%
5/6/2025 PFG Advisors85,828$4.24M0.2%+3.8%0.701%
5/5/2025 Mainstay Capital Management LLC ADV6,885$340K0.0%+22.1%0.056%
5/5/2025ARQ Wealth Advisors LLC208,138$10.27M3.8%+0.7%1.699%
5/2/2025 Kingsview Wealth Management LLC114,973$5.68M0.1%-2.0%0.931%
5/2/2025 Larson Financial Group LLC29,025$1.43M0.1%+74.7%0.235%
5/2/2025 Lokken Investment Group LLC7,641$377K0.2%+52.9%0.062%
5/2/2025 Sigma Planning Corp11,256$556K0.0%+160.7%0.091%
5/1/2025 CWM LLC2,618$129K0.0%-7.4%0.021%
5/1/2025 Hughes Financial Services LLC1,615$80K0.0%N/A0.013%
4/30/2025 Allworth Financial LP10,440$495K0.0%+4.4%0.085%
4/30/2025 Stratos Wealth Partners LTD.7,022$347K0.0%-58.3%0.057%
4/30/2025 Synergy Investment Management LLC31,223$1.54M0.6%+149.6%0.253%
4/29/2025Byrne Financial Freedom LLC93,287$4.61M2.6%-15.2%0.755%
4/29/2025 Envestnet Asset Management Inc.377,845$18.65M0.0%-3.7%3.059%
4/29/2025 World Investment Advisors108,119$5.34M0.1%+64.4%0.875%
4/28/2025 Clear Creek Financial Management LLC97,638$4.82M0.5%N/A0.779%
4/25/2025 Intelligence Driven Advisers LLC388,266$19.17M3.7%+12.1%3.099%
4/23/2025 AIFG Consultants Ltd.35,777$1.77M2.9%-2.9%0.286%
4/23/2025 BridgePort Financial Solutions LLC11,739$579K0.3%+82.1%0.094%
4/22/2025 Cambridge Investment Research Advisors Inc.91,506$4.52M0.0%+6.8%0.730%
4/22/2025 Lighthouse Wealth Management Inc.172,394$8.51M7.8%+1.1%1.376%
4/22/2025 Davies Financial Advisors Inc.43,185$2.13M1.8%+123.4%0.345%
4/18/2025 Prosperity Wealth Management Inc.106,973$5.28M2.5%+6.0%0.854%
4/16/2025 Wealth Enhancement Advisory Services LLC7,200$355K0.0%-4.0%0.057%
4/15/2025 Redhawk Wealth Advisors Inc.14,217$702K0.1%N/A0.113%
4/14/2025 Farther Finance Advisors LLC22,445$1.11M0.0%N/A0.179%
4/11/2025 Sovereign Financial Group Inc.39,143$1.93M0.4%+6.1%0.316%
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4/11/2025 Signal Advisors Wealth LLC103,426$5.11M0.5%+11.4%0.834%
4/10/2025 Breakwater Capital Group15,359$758K0.1%+97.5%0.124%
4/10/2025 Fermata Advisors LLC7,258$358K0.1%-7.2%0.059%
4/9/2025 Merit Financial Group LLC243,358$12.01M0.2%-14.9%1.963%
4/9/2025 Flagstar Advisors Inc.6,277$310K0.1%-3.6%0.051%
2/28/2025 BridgePort Financial Solutions LLC6,445$326K0.2%N/A0.049%
2/19/2025ARQ Wealth Advisors LLC206,682$10.27M3.9%+2.6%1.697%
2/18/2025McIlrath & Eck LLC125,304$6.22M0.8%+4.8%0.957%
2/17/2025CoreCap Advisors LLC33,157$1.65M0.1%+1.7%0.253%
2/17/2025 Cetera Investment Advisers61,331$3.05M0.0%+2.5%0.468%
(Data available from 1/1/2016 forward)

IUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUS shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were LPL Financial LLC ($63.97M), Envestnet Asset Management Inc. ($35.26M), Aveo Capital Partners LLC ($29.32M), Intelligence Driven Advisers LLC ($28.51M), Osaic Holdings Inc. ($16.98M), RFG Bristol Wealth Advisors LLC ($14.10M), and Raymond James Financial Inc. ($12.45M).Learn more on Invesco RAFI Strategic US ETF's institutional investors.

Which institutional investors have been buying Invesco RAFI Strategic US ETF's stock?

Of the 85 institutional investors that purchased Invesco RAFI Strategic US ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($3.09M), LPL Financial LLC ($703.12K), Intelligence Driven Advisers LLC ($639.92K), Envestnet Asset Management Inc. ($437.12K), Raymond James Financial Inc. ($252.26K), Raymond James Financial Services Advisors Inc. ($250.54K), and Goldman Sachs Group Inc. ($226.14K).

How much institutional buying is happening at Invesco RAFI Strategic US ETF?

Institutional investors have bought a total of 6,356,148 shares in the last 24 months. This purchase volume represents approximately $318.13M in transactions.

Which of Invesco RAFI Strategic US ETF's major shareholders have been selling company stock?

Of the 44 institutional investors that sold Invesco RAFI Strategic US ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Titleist Asset Management LLC ($239.47K), RFG Bristol Wealth Advisors LLC ($191.52K), Northwestern Mutual Wealth Management Co. ($138.75K), Intelligence Driven Advisers LLC ($86.29K), Signal Advisors Wealth LLC ($74.40K), Eaton Financial Holdings Company LLC ($73.00K), and Merit Financial Group LLC ($49.43K).

How much institutional selling is happening at Invesco RAFI Strategic US ETF?

Institutional investors have sold a total of 1,089,476 shares in the last 24 months. This volume of shares sold represents approximately $54.93M in transactions.



This page (NASDAQ:IUS) was last updated on 8/14/2025 by MarketBeat.com Staff
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