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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$52.68 +0.13 (+0.24%)
As of 01:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco RAFI Strategic US ETF (NASDAQ:IUS)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$319.37M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$34.33M
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IUS Institutional Buying and Selling by Quarter

Invesco RAFI Strategic US ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Mainstay Capital Management LLC ADV8,428$434K0.0%+22.4%0.069%
7/24/2025Lokken 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%
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%
5/15/2025Titleist 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%
5/9/2025Thoroughbred Financial Services LLC13,569$669K0.0%+112.8%0.111%
5/9/2025PNC Financial Services Group Inc.750$37K0.0%-25.0%0.006%
5/8/2025IFG 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%
5/7/2025LPL Financial LLC1,296,065$63.97M0.0%+25.4%10.580%
5/6/2025Cetera Investment Advisers62,343$3.08M0.0%+1.7%0.509%
5/6/2025Lifeworks Advisors LLC4,665$230K0.0%-5.7%0.038%
5/6/2025AllGen Financial Advisors Inc.14,414$711K0.2%+167.5%0.118%
5/6/2025PFG Advisors85,828$4.24M0.2%+3.8%0.701%
5/5/2025Mainstay 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%
5/2/2025Kingsview Wealth Management LLC114,973$5.68M0.1%-2.0%0.931%
5/2/2025Larson Financial Group LLC29,025$1.43M0.1%+74.7%0.235%
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5/2/2025Lokken Investment Group LLC7,641$377K0.2%+52.9%0.062%
5/2/2025Sigma Planning Corp11,256$556K0.0%+160.7%0.091%
5/1/2025CWM LLC2,618$129K0.0%-7.4%0.021%
5/1/2025Hughes Financial Services LLC1,615$80K0.0%N/A0.013%
4/30/2025Allworth Financial LP10,440$495K0.0%+4.4%0.085%
4/30/2025Stratos Wealth Partners LTD.7,022$347K0.0%-58.3%0.057%
4/30/2025Synergy 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%
4/29/2025Envestnet Asset Management Inc.377,845$18.65M0.0%-3.7%3.059%
4/29/2025World 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%
4/22/2025Cambridge 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%
4/22/2025Davies Financial Advisors Inc.43,185$2.13M1.8%+123.4%0.345%
4/18/2025Prosperity 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%
4/11/2025Sovereign Financial Group Inc.39,143$1.93M0.4%+6.1%0.316%
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%
2/17/2025Cetera Investment Advisers61,331$3.05M0.0%+2.5%0.468%
2/17/2025Bank of America Corp DE27,465$1.36M0.0%-1.3%0.210%
2/14/2025MML Investors Services LLC115,383$5.73M0.0%+4.2%0.881%
2/13/2025NewEdge Advisors LLC37,388$1.86M0.0%+35.8%0.285%
2/13/2025Rockefeller Capital Management L.P.13,156$653K0.0%N/A0.100%
2/13/2025Titleist Asset Management LLC227,203$11.29M1.3%-8.1%1.734%
2/13/2025Envestnet Asset Management Inc.392,541$19.50M0.0%+33.3%2.996%
2/13/2025Wells Fargo & Company MN4,180$208K0.0%+417,900.0%0.032%
2/13/2025AllGen Financial Advisors Inc.5,389$268K0.1%+15.5%0.041%
2/12/2025World Investment Advisors65,761$3.27M0.1%+9.2%0.502%
2/12/2025RFG Bristol Wealth Advisors LLC189,953$9.44M3.1%N/A1.450%
2/12/2025Centric Wealth Management5,696$283K0.1%-13.2%0.043%
2/12/2025Lokken Investment Group LLC4,996$248K0.1%N/A0.038%
2/12/2025JPMorgan Chase & Co.8,259$410K0.0%+7.7%0.063%
2/11/2025LPL Financial LLC1,033,281$51.32M0.0%+5.9%7.888%
2/10/2025 Eaton Financial Holdings Company LLC34,254$1.70M0.7%-58.9%0.261%
2/10/2025Commonwealth Equity Services LLC32,301$1.60M0.0%+3.8%0.247%
2/10/2025Avantax Advisory Services Inc.4,759$236K0.0%-10.7%0.036%
2/7/2025PFG Advisors82,682$4.11M0.3%+3.3%0.631%
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2/7/2025Prosperity Wealth Management Inc.100,911$5.01M2.1%+2.8%0.770%
2/7/2025Independent Advisor Alliance47,841$2.38M0.0%N/A0.365%
2/7/2025Lifeworks Advisors LLC4,948$246K0.0%-6.4%0.038%
2/7/2025Larson Financial Group LLC16,618$825K0.0%+7.8%0.127%
2/6/2025Raymond James Financial Inc.242,679$12.05M0.0%N/A1.853%
2/6/2025Synergy Investment Management LLC12,508$621K0.3%N/A0.095%
2/6/2025Steward Partners Investment Advisory LLC12,988$645K0.0%N/A0.099%
2/4/2025Mainstay Capital Management LLC ADV5,639$280K0.0%-3.9%0.043%
2/3/2025Sigma Planning Corp4,317$214K0.0%+5.8%0.033%
2/3/2025 Flagstar Advisors Inc.6,509$323K0.1%+11.3%0.050%
(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, 90 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were LPL Financial LLC ($63.97M), Aveo Capital Partners LLC ($29.32M), Intelligence Driven Advisers LLC ($28.51M), Envestnet Asset Management Inc. ($18.65M), Osaic Holdings Inc. ($16.98M), Northwestern Mutual Wealth Management Co. ($13.12M), 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 81 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 ($820.93K), Intelligence Driven Advisers LLC ($639.92K), Raymond James Financial Services Advisors Inc. ($257.14K), Raymond James Financial Inc. ($252.26K), Merit Financial Group LLC ($249.13K), 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 6,420,680 shares in the last 24 months. This purchase volume represents approximately $319.37M in transactions.

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

Of the 33 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 ($228.28K), Intelligence Driven Advisers LLC ($86.29K), Signal Advisors Wealth LLC ($74.40K), Eaton Financial Holdings Company LLC ($73.00K), Merit Financial Group LLC ($49.43K), IFG Advisory LLC ($49.02K), and NewEdge Advisors LLC ($22.20K).

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

Institutional investors have sold a total of 692,733 shares in the last 24 months. This volume of shares sold represents approximately $34.48M in transactions.


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This page (NASDAQ:IUS) was last updated on 7/25/2025 by MarketBeat.com Staff
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