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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$52.30 +0.26 (+0.49%)
As of 07/3/2025 01:04 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)
$314.65M
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
5/29/2025Nova 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%
5/13/2025Eaton 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%
5/8/2025RVW 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%
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%
4/28/2025Clear Creek Financial Management LLC97,638$4.82M0.5%N/A0.779%
4/25/2025Intelligence Driven Advisers LLC388,266$19.17M3.7%+12.1%3.099%
4/23/2025AIFG Consultants Ltd.35,777$1.77M2.9%-2.9%0.286%
4/23/2025BridgePort 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%
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4/22/2025Lighthouse 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%
4/16/2025Wealth Enhancement Advisory Services LLC7,200$355K0.0%-4.0%0.057%
4/15/2025Redhawk Wealth Advisors Inc.14,217$702K0.1%N/A0.113%
4/14/2025Farther 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%
4/11/2025Signal Advisors Wealth LLC103,426$5.11M0.5%+11.4%0.834%
4/10/2025Breakwater Capital Group15,359$758K0.1%+97.5%0.124%
4/10/2025Fermata Advisors LLC7,258$358K0.1%-7.2%0.059%
4/9/2025Merit Financial Group LLC243,358$12.01M0.2%-14.9%1.963%
4/9/2025Flagstar Advisors Inc.6,277$310K0.1%-3.6%0.051%
2/28/2025BridgePort 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%
2/10/2025Eaton 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%
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%
2/3/2025Flagstar Advisors Inc.6,509$323K0.1%+11.3%0.050%
1/30/2025Allworth Financial LP10,003$512K0.0%N/A0.076%
1/30/2025Centerpoint Advisory Group23,080$1.15M1.1%N/A0.176%
1/30/2025Aveo Capital Partners LLC531,838$26.42M2.9%-1.2%4.060%
1/30/2025Intelligence Driven Advisers LLC346,504$17.21M3.2%-19.9%2.645%
1/29/2025AIFG Consultants Ltd.36,852$1.83M3.0%+33.7%0.282%
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1/28/2025Kingsview Wealth Management LLC117,355$5.83M0.1%-0.5%0.899%
1/27/2025Foguth Wealth Management LLC.97,672$5.04M1.3%+17.3%0.748%
1/23/2025RVW Wealth LLC21,511$1.07M0.1%-9.2%0.165%
1/23/2025Strategic Blueprint LLC7,590$377K0.0%+5.5%0.058%
1/22/2025Lighthouse Wealth Management Inc.170,533$8.47M7.8%N/A1.307%
1/21/2025Geneos Wealth Management Inc.79,973$3.97M0.1%+1.1%0.627%
1/21/2025Dynamic Advisor Solutions LLC4,570$227K0.0%-10.0%0.036%
1/16/2025Davies Financial Advisors Inc.19,334$960K0.8%+19.8%0.153%
1/16/2025M.E. Allison & CO. Inc.5,495$273K0.3%N/A0.043%
1/15/2025Merit Financial Group LLC286,049$14.21M0.3%+32.5%2.261%
(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 ($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 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 ($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 6,339,219 shares in the last 24 months. This purchase volume represents approximately $314.65M in transactions.

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

Of the 29 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), Eaton Financial Holdings Company LLC ($64.27K), IFG Advisory LLC ($49.02K), Merit Financial Group LLC ($42.69K), Foguth Wealth Management LLC. ($23.15K), 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 611,017 shares in the last 24 months. This volume of shares sold represents approximately $30.15M in transactions.


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This page (NASDAQ:IUS) was last updated on 7/5/2025 by MarketBeat.com Staff
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