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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$49.46 -0.77 (-1.53%)
Closing price 05/21/2025 03:59 PM Eastern
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$49.44 -0.02 (-0.04%)
As of 05/21/2025 04:04 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)
$321.63M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$30.15M
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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
5/16/2025 McIlrath & Eck LLC121,278$5.99M0.7%-3.2%0.992%
5/16/2025 Goldman Sachs Group Inc.226,139$11.16M0.0%N/A1.849%
5/16/2025 NewEdge Advisors LLC15,188$750K0.0%-59.4%0.124%
5/15/2025 Royal Bank of Canada9,761$482K0.0%-7.2%0.080%
5/15/2025 Titleist Asset Management LLC19,070$941K0.1%-91.6%0.156%
5/14/2025 Northwestern Mutual Wealth Management Co.265,874$13.12M0.0%-5.3%2.174%
5/14/2025 Kestra Advisory Services LLC251,789$12.43M0.1%+17.2%2.059%
5/13/2025 Raymond 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%
5/12/2025 Aveo 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%
5/8/2025 Geneos 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%
5/5/2025 ARQ 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%
4/29/2025 Byrne 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%
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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%
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%
2/19/2025 ARQ Wealth Advisors LLC206,682$10.27M3.9%+2.6%1.697%
2/18/2025 McIlrath & Eck LLC125,304$6.22M0.8%+4.8%0.957%
2/17/2025 CoreCap Advisors LLC33,157$1.65M0.1%+1.7%0.253%
2/17/2025 Cetera Investment Advisers61,331$3.05M0.0%+2.5%0.468%
2/17/2025 Bank of America Corp DE27,465$1.36M0.0%-1.3%0.210%
2/14/2025 MML Investors Services LLC115,383$5.73M0.0%+4.2%0.881%
2/13/2025 NewEdge Advisors LLC37,388$1.86M0.0%+35.8%0.285%
2/13/2025 Rockefeller Capital Management L.P.13,156$653K0.0%N/A0.100%
2/13/2025 Titleist Asset Management LLC227,203$11.29M1.3%-8.1%1.734%
2/13/2025 Envestnet Asset Management Inc.392,541$19.50M0.0%+33.3%2.996%
2/13/2025 Wells Fargo & Company MN4,180$208K0.0%+417,900.0%0.032%
2/13/2025 AllGen Financial Advisors Inc.5,389$268K0.1%+15.5%0.041%
2/12/2025 World Investment Advisors65,761$3.27M0.1%+9.2%0.502%
2/12/2025 RFG Bristol Wealth Advisors LLC189,953$9.44M3.1%N/A1.450%
2/12/2025 Centric Wealth Management5,696$283K0.1%-13.2%0.043%
2/12/2025 Lokken Investment Group LLC4,996$248K0.1%N/A0.038%
2/12/2025 JPMorgan Chase & Co.8,259$410K0.0%+7.7%0.063%
2/11/2025 LPL 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%
2/10/2025 Commonwealth Equity Services LLC32,301$1.60M0.0%+3.8%0.247%
2/10/2025 Avantax Advisory Services Inc.4,759$236K0.0%-10.7%0.036%
2/7/2025 PFG Advisors82,682$4.11M0.3%+3.3%0.631%
2/7/2025 Prosperity Wealth Management Inc.100,911$5.01M2.1%+2.8%0.770%
2/7/2025 Independent Advisor Alliance47,841$2.38M0.0%N/A0.365%
2/7/2025 Lifeworks Advisors LLC4,948$246K0.0%-6.4%0.038%
2/7/2025 Larson Financial Group LLC16,618$825K0.0%+7.8%0.127%
2/6/2025 Raymond James Financial Inc.242,679$12.05M0.0%N/A1.853%
2/6/2025 Synergy Investment Management LLC12,508$621K0.3%N/A0.095%
2/6/2025 Steward Partners Investment Advisory LLC12,988$645K0.0%N/A0.099%
2/4/2025 Mainstay Capital Management LLC ADV5,639$280K0.0%-3.9%0.043%
2/3/2025 Sigma Planning Corp4,317$214K0.0%+5.8%0.033%
2/3/2025 Flagstar Advisors Inc.6,509$323K0.1%+11.3%0.050%
1/30/2025 Allworth Financial LP10,003$512K0.0%N/A0.076%
1/30/2025 Centerpoint Advisory Group23,080$1.15M1.1%N/A0.176%
1/30/2025 Aveo Capital Partners LLC531,838$26.42M2.9%-1.2%4.060%
1/30/2025 Intelligence Driven Advisers LLC346,504$17.21M3.2%-19.9%2.645%
1/29/2025 AIFG Consultants Ltd.36,852$1.83M3.0%+33.7%0.282%
1/28/2025 Kingsview Wealth Management LLC117,355$5.83M0.1%-0.5%0.899%
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1/27/2025 Foguth Wealth Management LLC.97,672$5.04M1.3%+17.3%0.748%
1/23/2025 RVW Wealth LLC21,511$1.07M0.1%-9.2%0.165%
1/23/2025 Strategic Blueprint LLC7,590$377K0.0%+5.5%0.058%
1/22/2025 Lighthouse Wealth Management Inc.170,533$8.47M7.8%N/A1.307%
1/21/2025 Geneos Wealth Management Inc.79,973$3.97M0.1%+1.1%0.627%
1/21/2025 Dynamic Advisor Solutions LLC4,570$227K0.0%-10.0%0.036%
1/16/2025 Davies Financial Advisors Inc.19,334$960K0.8%+19.8%0.153%
1/16/2025 M.E. Allison & CO. Inc.5,495$273K0.3%N/A0.043%
1/15/2025 Merit Financial Group LLC286,049$14.21M0.3%+32.5%2.261%
1/14/2025 Sovereign Financial Group Inc.36,883$1.83M0.4%+40.4%0.292%
(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, 89 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 ($19.17M), 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 IUS's institutional investors.

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

Of the 80 institutional investors that purchased Invesco RAFI Strategic US ETF 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 ($474.56K), 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 8,201,111 shares in the last 24 months. This purchase volume represents approximately $395.42M in transactions.

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

Of the 36 institutional investors that sold Invesco RAFI Strategic US ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: McIlrath & Eck LLC ($339.39K), Titleist Asset Management LLC ($228.28K), Intelligence Driven Advisers LLC ($86.29K), Raymond James & Associates ($79.09K), Eaton Financial Holdings Company LLC ($64.27K), IFG Advisory LLC ($49.02K), and Merit Financial Group LLC ($42.69K).

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

Institutional investors have sold a total of 1,102,139 shares in the last 24 months. This volume of shares sold represents approximately $50.16M in transactions.


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This page (NASDAQ:IUS) was last updated on 5/22/2025 by MarketBeat.com Staff
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