Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

$46.42
+0.11 (+0.24%)
(As of 12:53 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco RAFI Strategic US ETF (NASDAQ:IUS)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$74.96M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$19.96M
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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
5/4/2024 Geneos Wealth Management Inc.72,214$3.43M0.2%-5.9%0.645%
5/1/2024 Intelligence Driven Advisers LLC237,031$11.25M1.7%N/A2.116%
4/30/2024 Mainstay Capital Management LLC ADV5,977$284K0.1%N/A0.053%
4/30/2024Commonwealth Equity Services LLC28,116$1.33M0.0%+1.5%0.251%
4/25/2024 Cambridge Investment Research Advisors Inc.39,174$1.86M0.0%+24.5%0.358%
4/23/2024 Global Retirement Partners LLC4,550$216K0.0%+8.4%0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.247,532$11.75M0.0%+120.4%2.296%
4/17/2024 Foguth Wealth Management LLC.86,886$4.12M2.2%N/A0.873%
4/12/2024 Fermata Advisors LLC7,697$365K0.1%-65.3%0.081%
4/10/2024 Signal Advisors Wealth LLC86,985$4.13M1.0%-6.6%0.920%
4/8/2024 RVW Wealth LLC28,786$1.37M0.1%-8.8%0.308%
2/26/2024Centaurus Financial Inc.2,380$103K0.0%N/A0.034%
2/9/2024 Cambridge Investment Research Advisors Inc.31,459$1.36M0.0%-20.2%0.451%
2/8/2024Kingsview Wealth Management LLC114,986$4.98M0.1%-1.8%1.647%
2/7/2024Principal Securities Inc.984$43K0.0%N/A0.014%
2/6/2024Merit Financial Group LLC508,228$22.01M0.7%+6.6%7.281%
2/6/2024Aveo Capital Partners LLC478,497$20.72M2.5%+28.7%6.855%
2/6/2024McIlrath & Eck LLC100,623$4.36M0.8%+12.0%1.442%
1/30/2024Prosperity Wealth Management Inc.73,250$3.17M2.1%-8.7%1.057%
1/24/2024 Stratos Wealth Partners LTD.24,922$1.08M0.0%-9.1%0.370%
1/19/2024 Fermata Advisors LLC22,187$961K0.2%N/A0.331%
1/19/2024PFG Advisors82,267$3.56M0.3%+2.6%1.228%
1/18/2024 Global Retirement Partners LLC4,198$181K0.0%+154.6%0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.112,289$4.86M0.0%-6.5%1.689%
1/16/2024 Raymond James & Associates11,048$478K0.0%-74.8%0.166%
1/16/2024CoreCap Advisors LLC29,571$1.28M0.1%+21.4%0.445%
1/11/2024 Dynamic Advisor Solutions LLC4,915$211K0.0%N/A0.075%
1/8/2024 RVW Wealth LLC31,570$1.37M0.2%-4.5%0.483%
1/2/2024Anchor Investment Management LLC940$41K0.0%N/A0.017%
11/16/2023McIlrath & Eck LLC89,877$3.58M0.7%-78.9%1.591%
11/15/2023Axxcess Wealth Management LLC12,807$510K0.0%N/A0.227%
11/13/2023LPL Financial LLC537,992$21.43M0.0%+44.4%9.522%
11/13/2023Kestra Advisory Services LLC32,708$1.30M0.0%N/A0.579%
11/7/2023Kingsview Wealth Management LLC117,122$4.67M0.2%+3.8%2.073%
11/7/2023Prosperity Wealth Management Inc.80,218$3.20M2.1%+42.0%1.420%
11/7/2023Advisors Preferred LLC6,863$272K0.1%+121.9%0.121%
11/7/2023Merit Financial Group LLC476,811$18.99M0.6%+2.0%8.439%
11/6/2023Aveo Capital Partners LLC371,838$14.81M1.9%-0.9%6.581%
11/6/2023 Sigma Planning Corp14,297$569K0.0%N/A0.253%
10/24/2023 Raymond James Financial Services Advisors Inc.120,039$4.78M0.0%+1,718.8%2.183%
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10/24/2023 Raymond James & Associates43,768$1.74M0.0%-51.4%0.796%
10/24/2023 Cambridge Investment Research Advisors Inc.39,439$1.57M0.0%-1.3%0.717%
10/23/2023Commonwealth Equity Services LLC14,034$559K0.0%+60.0%0.255%
10/18/2023 Capital Asset Advisory Services LLC12,546$505K0.0%-5.4%0.229%
10/13/2023PFG Advisors80,200$3.19M0.3%+2.6%1.458%
10/13/2023 Global Retirement Partners LLC1,649$65K0.0%+64.4%0.030%
10/11/2023 Geneos Wealth Management Inc.76,713$3.06M0.2%+109.5%1.395%
10/11/2023AE Wealth Management LLC55,105$2.20M0.0%N/A1.002%
9/12/2023Prosperity Wealth Management Inc.56,477$2.29M1.5%-13.8%1.086%
8/10/2023Osaic Holdings Inc.189,757$7.69M0.0%+12.0%3.649%
8/8/2023 Geneos Wealth Management Inc.36,611$1.48M0.1%-1.7%0.704%
8/8/2023Aveo Capital Partners LLC375,117$15.20M1.9%+4.1%7.214%
8/7/2023McIlrath & Eck LLC425,240$17.24M3.6%+7.5%8.178%
8/4/2023Advisors Preferred LLC3,093$126K0.0%+430.5%0.059%
8/2/2023 Capital Asset Advisory Services LLC13,266$543K0.0%-5.1%0.256%
8/1/2023Merit Financial Group LLC467,474$18.95M0.6%+41.9%9.025%
7/31/2023LPL Financial LLC372,650$15.10M0.0%+46.2%7.194%
7/25/2023 Raymond James Financial Services Advisors Inc.6,600$267K0.0%N/A0.127%
7/25/2023 Raymond James & Associates90,137$3.65M0.0%+16.6%1.740%
7/20/2023PFG Advisors78,198$3.17M0.2%N/A1.555%
7/18/2023 Stratos Wealth Partners LTD.27,599$1.12M0.0%N/A0.554%
7/13/2023 Cambridge Investment Research Advisors Inc.39,965$1.62M0.0%-1.4%0.811%
7/12/2023Beacon Capital Management LLC1,324$54K0.0%N/A0.027%
7/7/2023 RVW Wealth LLC33,257$1.35M0.2%-5.5%0.675%
5/12/2023 Capital Asset Advisory Services LLC13,973$535K0.0%-5.1%0.302%
5/11/2023 Cambridge Investment Research Advisors Inc.40,549$1.55M0.0%+6.6%0.876%
5/10/2023LPL Financial LLC254,835$9.76M0.0%+23.9%5.504%
5/9/2023McIlrath & Eck LLC395,594$15.15M3.5%+10.3%8.544%
5/3/2023Aveo Capital Partners LLC360,214$13.80M1.8%-6.6%7.780%
5/2/2023 Birchcreek Wealth Management LLC5,724$219K0.2%-34.1%0.124%
5/1/2023Truadvice LLC42,187$1.64M0.6%+437.2%0.911%
4/28/2023 AdvisorNet Financial Inc2,335$89K0.0%+378.5%0.050%
4/24/2023Merit Financial Group LLC329,324$12.61M0.5%+43.9%7.113%
4/18/2023WMG Financial Advisors LLC5,260$201K0.2%N/A0.114%
4/14/2023 Raymond James & Associates77,301$2.96M0.0%+21.1%1.680%
4/11/2023 RVW Wealth LLC35,202$1.35M0.2%-9.0%0.765%
3/8/2023 Capital Asset Advisory Services LLC14,726$538K0.0%N/A0.245%
2/13/2023Kingsview Wealth Management LLC115,989$4.24M0.2%-13.1%1.933%
2/10/2023CoreCap Advisors LLC16,045$586K0.0%-7.0%0.267%
2/10/2023Advisor Group Holdings Inc.167,787$6.13M0.0%-0.6%2.796%
2/8/2023 Raymond James & Associates63,813$2.33M0.0%N/A1.064%
2/8/2023Belpointe Asset Management LLC687$25K0.0%N/A0.011%
2/8/2023 Cambridge Investment Research Advisors Inc.38,044$1.39M0.0%N/A0.634%
2/7/2023LPL Financial LLC205,743$7.51M0.0%+38.3%3.429%
2/7/2023Envestnet Asset Management Inc.10,621$388K0.0%N/A0.177%
2/6/2023 Birchcreek Wealth Management LLC8,682$317K0.3%N/A0.145%
2/3/2023Aveo Capital Partners LLC385,653$14.08M2.1%+5,508.7%6.428%
2/1/2023 CWM LLC4,216$154K0.0%-57.9%0.070%
1/20/2023Truadvice LLC7,853$297K0.2%+14.2%0.135%
1/20/2023Intrua Financial LLC9,568$354K0.1%+8.2%0.165%
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1/13/2023Merit Financial Group LLC228,900$8.36M0.3%-1.7%3.926%
1/13/2023 RVW Wealth LLC38,683$1.41M0.2%N/A0.664%
11/16/2022Kingsview Wealth Management LLC133,509$4.43M0.2%+1.9%2.543%
11/14/2022PFS Investments Inc.1,533,641$50.92M0.9%+3.7%30.490%
11/9/2022Aveo Capital Partners LLC6,876$228K0.0%N/A0.137%
11/7/2022Truadvice LLC6,874$250K0.1%-29.0%0.137%
10/31/2022Merit Financial Group LLC232,942$7.73M0.3%N/A4.925%
10/27/2022 CWM LLC10,013$332K0.0%N/A0.212%
10/18/2022McIlrath & Eck LLC289,654$9.62M2.6%N/A6.034%
8/16/2022Kingsview Wealth Management LLC131,013$4.64M0.2%N/A3.560%
(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, 46 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were PFS Investments Inc. ($50.92M), Merit Financial Group LLC ($22.01M), LPL Financial LLC ($21.43M), Aveo Capital Partners LLC ($20.72M), Raymond James Financial Services Advisors Inc. ($11.75M), Intelligence Driven Advisers LLC ($11.25M), and Osaic Holdings Inc. ($7.69M).Learn more on IUS's institutional investors.

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

Of the 44 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: Merit Financial Group LLC ($512.27K), Aveo Capital Partners LLC ($507.22K), LPL Financial LLC ($389.24K), McIlrath & Eck LLC ($367.02K), Raymond James Financial Services Advisors Inc. ($255.28K), Intelligence Driven Advisers LLC ($237.03K), and Kingsview Wealth Management LLC ($137.82K).

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

Institutional investors have bought a total of 3,346,612 shares in the last 24 months. This purchase volume represents approximately $193.25M in transactions.

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

Of the 21 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: PFS Investments Inc. ($2.97M), McIlrath & Eck LLC ($335.36K), Raymond James & Associates ($79.09K), Aveo Capital Partners LLC ($28.72K), Kingsview Wealth Management LLC ($19.66K), Prosperity Wealth Management Inc. ($16.03K), and Fermata Advisors LLC ($14.49K).

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

Institutional investors have sold a total of 3,524,471 shares in the last 24 months. This volume of shares sold represents approximately $234.95M in transactions.


This page (NASDAQ:IUS) was last updated on 5/7/2024 by MarketBeat.com Staff

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