Free Trial
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free IUS Stock Alerts

Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$70.05 +0.30 (+0.43%)
Closing price 04:00 PM Eastern
Extended Trading
$70.04 -0.01 (-0.01%)
As of 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$132.33M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$49.74M
Get IUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco RAFI Strategic US ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IUS Institutional Buying and Selling by Quarter

Invesco RAFI Strategic US ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Fermata Advisors LLC7,636$518K0.1%+3.2%0.054%
10/9/2026Intelligence Driven Advisers LLC565,669$38.36M6.6%+1.1%3.984%
10/9/2026Breakwater Capital Group28,865$1.96M0.2%+15.1%0.203%
10/8/2026CoreCap Advisors LLC25,011$1.70M0.0%-7.4%0.176%
9/9/2026Integrated Wealth Concepts LLC39,988$2.62M0.0%+261.8%0.293%
9/9/2026NewEdge Advisors LLC11,552$758K0.0%-10.3%0.085%
9/8/2026Allworth Financial LP6,817$447K0.0%-12.3%0.050%
9/2/2026Citadel Advisors LLC9,541$626K0.0%-8.9%0.070%
8/20/2026Avant Capital LLC15,250$1M0.6%N/A0.112%
8/20/2026First PREMIER Bank628$41K0.0%N/A0.005%
8/20/2026Proficio Capital Partners LLC95,880$6.29M0.2%N/A0.703%
8/20/2026RPg Family Wealth Advisory LLC94,243$6.18M1.0%N/A0.691%
7/9/2026Professional Financial Advisors LLC75,825$4.97M0.9%+1.7%0.567%
7/9/2026Breakwater Capital Group25,072$1.64M0.2%-1.6%0.187%
7/8/2026RVW Wealth LLC14,024$920K0.1%+3.9%0.104%
7/7/2026CoreCap Advisors LLC27,009$1.77M0.1%-4.0%0.201%
6/3/2026NewEdge Advisors LLC12,884$746K0.0%-16.6%0.102%
6/1/2026Foguth Wealth Management LLC.32,429$1.88M0.2%-38.1%0.257%
5/19/2026McIlrath & Eck LLC155,035$8.98M0.7%+3.9%1.228%
5/19/2026NewEdge Advisors LLC12,884$746K0.0%-16.6%0.102%
5/19/2026Bank of America Corp DE42,481$2.46M0.0%+4.2%0.336%
5/18/2026Royal Bank of Canada11,430$662K0.0%+60.3%0.090%
5/15/2026Intelligence Driven Advisers LLC550,031$31.85M5.6%-17.0%4.355%
5/6/2026Independent Financial Group LLC4,329$251K0.0%N/A0.034%
5/5/2026RFG Bristol Wealth Advisors LLC20,652$1.20M0.3%-60.4%0.164%
5/5/2026Geneos Wealth Management Inc.103,007$5.97M0.1%-4.7%0.816%
5/5/2026Sigma Planning Corp10,945$634K0.0%-3.3%0.087%
5/2/2026ARQ Wealth Advisors LLC203,325$11.78M2.1%+3.3%1.604%
4/30/2026Kestra Advisory Services LLC270,283$15.65M0.1%+6.5%2.132%
4/29/2026Centerpoint Advisory Group18,975$1.10M0.8%-2.6%0.150%
4/27/2026World Investment Advisors69,973$4.05M0.1%+3.7%0.577%
4/24/2026Lighthouse Wealth Management Inc.174,573$10.11M6.9%+2.8%1.439%
4/22/2026Onyx Bridge Wealth Group LLC5,153$298K0.0%-40.6%0.043%
4/22/2026Narus Financial Partners LLC7,292$422K0.1%-11.6%0.060%
4/20/2026Breakwater Capital Group25,478$1.48M0.2%+1.3%0.211%
4/17/2026IFC & Insurance Marketing Inc.3,856$223K0.2%-13.9%0.032%
3/17/2026Rockefeller Capital Management L.P.671,230$38.37M0.1%+11,234.5%5.502%
3/13/2026World Investment Advisors67,498$3.86M0.1%+7.8%0.553%
2/18/2026Beacon Pointe Advisors LLC179,390$10.25M0.1%+18.1%1.470%
2/18/2026NewEdge Advisors LLC15,448$883K0.0%-28.9%0.127%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/17/2026Cetera Investment Advisers54,094$3.09M0.0%-8.4%0.443%
2/17/2026Equitable Holdings Inc.11,269$644K0.0%-18.1%0.092%
2/17/2026Osaic Holdings Inc.493,937$28.24M0.0%+2.4%4.049%
2/17/2026Royal Bank of Canada7,131$408K0.0%+13.0%0.058%
2/16/2026MML Investors Services LLC135,858$7.77M0.0%+7.3%1.114%
2/13/2026Kestra Advisory Services LLC253,856$14.51M0.1%+1.9%2.081%
2/13/2026Advyzon Investment Management LLC26,855$1.54M0.2%+274.0%0.220%
2/12/2026Jane Street Group LLC11,315$647K0.0%N/A0.093%
2/12/2026Commonwealth Equity Services LLC69,461$3.97M0.0%-6.6%0.569%
2/12/2026IFC & Insurance Marketing Inc.4,476$256K0.3%N/A0.037%
2/12/2026Titleist Asset Management LLC6,885$394K0.0%-5.1%0.056%
2/12/2026Steward Partners Investment Advisory LLC17,296$989K0.0%-38.5%0.142%
2/12/2026Principal Securities Inc.4,503$257K0.0%+4.9%0.037%
2/11/2026Hughes Financial Services LLC2,553$146K0.0%+58.1%0.021%
2/11/2026LPL Financial LLC1,507,912$86.19M0.0%-0.6%12.360%
2/10/2026Goldman Sachs Group Inc.156,866$8.97M0.0%-30.2%1.286%
2/10/2026Vantus Wealth LLC27,777$1.59M1.2%N/A0.228%
2/10/2026Northwestern Mutual Wealth Management Co.40,848$2.34M0.0%-8.4%0.335%
2/10/2026IFG Advisory LLC19,869$1.14M0.0%-14.2%0.163%
2/9/2026Kingsview Wealth Management LLC9,174$524K0.0%-3.0%0.075%
2/9/2026Narus Financial Partners LLC8,247$471K0.1%+2.5%0.068%
2/9/2026Prospera Financial Services Inc8,008$458K0.0%+7.4%0.066%
2/9/2026ARQ Wealth Advisors LLC196,792$11.25M3.0%+0.1%1.613%
2/6/2026Larson Financial Group LLC23,127$1.32M0.0%+7.6%0.190%
2/6/2026HighTower Advisors LLC7,417$424K0.0%+20.6%0.061%
2/6/2026Synergy Investment Management LLC47,014$2.69M1.0%-5.5%0.385%
2/5/2026Allworth Financial LP7,688$439K0.0%-23.0%0.063%
2/4/2026AIFG Consultants Ltd.36,446$2.08M3.6%+13.2%0.299%
2/4/2026World Investment Advisors67,498$3.86M0.1%+7.8%0.553%
2/4/2026Byrne Financial Freedom LLC125,314$7.16M3.3%-0.7%1.027%
2/3/2026Centerpoint Advisory Group19,490$1.11M0.9%-3.7%0.160%
2/3/2026McIlrath & Eck LLC149,237$8.53M0.8%+9.6%1.223%
1/30/2026Sigma Planning Corp11,321$647K0.0%+3.6%0.093%
1/30/2026Capital Developers LLC27,857$1.59M1.4%N/A0.230%
1/28/2026Geneos Wealth Management Inc.108,090$6.18M0.2%+2.5%0.891%
1/27/2026PFG Advisors108,036$6.18M0.3%+14.7%0.891%
1/26/2026Merit Financial Group LLC239,878$13.71M0.1%-0.8%1.978%
1/26/2026Berkeley Inc160,885$9.20M2.9%+38.2%1.326%
1/26/2026CWM LLC667,862$38.18M0.1%+6.8%5.506%
1/23/2026Farther Finance Advisors LLC5,156$295K0.0%-4.7%0.043%
1/23/2026Intelligence Driven Advisers LLC662,742$37.88M5.4%+0.8%5.464%
1/23/2026Eagle Strategies LLC29,848$1.71M0.2%+27.5%0.246%
1/23/2026RFG Bristol Wealth Advisors LLC52,104$2.98M0.8%-13.9%0.430%
1/21/2026CCG Wealth Management LLC4,166$238K0.1%N/A0.034%
1/21/2026Flagship Harbor Advisors LLC441$25K0.0%N/A0.004%
1/21/2026Sound Income Strategies LLC5,261$310K0.0%+526,000.0%0.043%
1/15/2026Lighthouse Wealth Management Inc.169,898$9.71M6.6%+0.3%1.401%
1/14/2026Nova Wealth Management Inc.47,499$2.72M1.9%+6.4%0.391%
1/14/2026Redhawk Wealth Advisors Inc.4,377$250K0.0%+20.6%0.036%
1/13/2026Dakota Wealth Management6,413$367K0.0%N/A0.053%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
1/13/2026CoreCap Advisors LLC30,184$1.73M0.1%-2.2%0.248%
1/13/2026Flagstar Advisors Inc.5,400$309K0.1%-9.7%0.044%
1/12/2026M.E. Allison & CO. Inc.4,726$270K0.2%-14.0%0.039%
1/9/2026Breakwater Capital Group25,160$1.44M0.2%+2.2%0.206%
1/9/2026Dynamic Advisor Solutions LLC4,202$240K0.0%+8.4%0.034%
1/8/2026Wealth Enhancement Advisory Services LLC22,941$1.34M0.0%-1.4%0.188%
1/8/2026Fermata Advisors LLC7,005$400K0.1%-3.9%0.057%
1/7/2026Sovereign Financial Group Inc.33,987$1.94M0.3%-1.6%0.279%
1/5/2026Foguth Wealth Management LLC.52,423$3.01M0.5%N/A0.430%
12/29/2025Narus Financial Partners LLC7,389$408K0.4%N/A0.061%


IUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were LPL Financial LLC ($86.19M), Envestnet Asset Management Inc. ($42.65M), Rockefeller Capital Management L.P. ($38.37M), Intelligence Driven Advisers LLC ($38.36M), CWM LLC ($38.18M), Aveo Capital Partners LLC ($29.32M), and Osaic Holdings Inc. ($28.24M).Learn more on Invesco RAFI Strategic US ETF's institutional investors.

Of the 100 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), Rockefeller Capital Management L.P. ($705.58K), CWM LLC ($666.46K), Envestnet Asset Management Inc. ($492.78K), Intelligence Driven Advisers LLC ($394.53K), LPL Financial LLC ($320.39K), and Raymond James Financial Inc. ($259.98K).

Institutional investors have bought a total of 2,311,399 shares in the last 24 months. This purchase volume represents approximately $132.33M in transactions.

Of the 44 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: RFG Bristol Wealth Advisors LLC ($253.08K), Intelligence Driven Advisers LLC ($112.71K), Kingsview Wealth Management LLC ($106.03K), Northwestern Mutual Wealth Management Co. ($101.14K), IFG Advisory LLC ($100.79K), Goldman Sachs Group Inc. ($67.88K), and Foguth Wealth Management LLC. ($19.99K).

Institutional investors have sold a total of 885,964 shares in the last 24 months. This volume of shares sold represents approximately $49.74M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel