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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$55.01 -0.03 (-0.05%)
Closing price 09/23/2025 03:57 PM Eastern
Extended Trading
$55.02 +0.01 (+0.02%)
As of 09/23/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$312.08M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$56.64M
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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
9/4/2025 Osaic Holdings Inc.456,777$23.53M0.0%-4.2%3.781%
8/27/2025 Orion Porfolio Solutions LLC18,789$968K0.0%-1.2%0.156%
8/18/2025 Geneos Wealth Management Inc.92,682$4.77M0.1%+15.8%0.767%
8/15/2025 Corient Private Wealth LLC4,043$208K0.0%N/A0.033%
8/15/2025 Orion Porfolio Solutions LLC89,882$4.63M0.0%+372.8%0.744%
8/15/2025 MML Investors Services LLC122,507$6.31M0.0%+29.2%1.014%
8/15/2025 McIlrath & Eck LLC129,200$6.65M0.8%+6.5%1.070%
8/15/2025 Byrne Financial Freedom LLC104,932$5.40M2.7%+12.5%0.869%
8/15/2025 Bank of America Corp DE27,160$1.40M0.0%-31.3%0.225%
8/14/2025 Raymond James Financial Inc.251,426$12.95M0.0%-0.3%2.081%
8/14/2025 Betterment LLC4,159$214K0.0%N/A0.034%
8/14/2025 NewEdge Advisors LLC14,530$748K0.0%-4.3%0.120%
8/14/2025 Tandem Financial LLC66,181$3.41M3.2%N/A0.548%
8/13/2025 Northwestern 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%
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%
5/29/2025Nova 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%
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%
(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, 96 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. ($23.53M), RFG Bristol Wealth Advisors LLC ($14.10M), and Raymond James Financial Inc. ($12.95M).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 88 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 6,217,085 shares in the last 24 months. This purchase volume represents approximately $312.08M in transactions.

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

Of the 47 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 1,122,850 shares in the last 24 months. This volume of shares sold represents approximately $56.64M in transactions.


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This page (NASDAQ:IUS) was last updated on 9/24/2025 by MarketBeat.com Staff
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