Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free IUS Stock Alerts

Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$63.43 +0.61 (+0.97%)
As of 03:59 PM Eastern
Compare

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)
$188.04M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$83.88M
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
5/5/2026Geneos Wealth Management Inc.103,007$5.97M0.1%-4.7%0.816%
5/5/2026 Sigma Planning Corp10,945$634K0.0%-3.3%0.087%
5/2/2026 ARQ Wealth Advisors LLC203,325$11.78M2.1%+3.3%1.604%
4/30/2026 Kestra Advisory Services LLC270,283$15.65M0.1%+6.5%2.132%
4/29/2026 Centerpoint Advisory Group18,975$1.10M0.8%-2.6%0.150%
4/27/2026 World Investment Advisors69,973$4.05M0.1%+3.7%0.577%
4/24/2026 Lighthouse Wealth Management Inc.174,573$10.11M6.9%+2.8%1.439%
4/22/2026 Onyx Bridge Wealth Group LLC5,153$298K0.0%-40.6%0.043%
4/22/2026 Narus Financial Partners LLC7,292$422K0.1%-11.6%0.060%
4/20/2026 Breakwater Capital Group25,478$1.48M0.2%+1.3%0.211%
4/17/2026 IFC & 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%
3/13/2026 World 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%
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%
2/16/2026 MML Investors Services LLC135,858$7.77M0.0%+7.3%1.114%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth Equity Services LLC69,461$3.97M0.0%-6.6%0.569%
2/12/2026 IFC & Insurance Marketing Inc.4,476$256K0.3%N/A0.037%
2/12/2026 Titleist 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%
2/11/2026 Hughes 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%
2/9/2026 Narus Financial Partners LLC8,247$471K0.1%+2.5%0.068%
2/9/2026 Prospera Financial Services Inc8,008$458K0.0%+7.4%0.066%
2/9/2026 ARQ 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%
2/4/2026 World Investment Advisors67,498$3.86M0.1%+7.8%0.553%
2/4/2026 Byrne Financial Freedom LLC125,314$7.16M3.3%-0.7%1.027%
2/3/2026 Centerpoint Advisory Group19,490$1.11M0.9%-3.7%0.160%
2/3/2026McIlrath & Eck LLC149,237$8.53M0.8%+9.6%1.223%
1/30/2026 Sigma 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%
1/26/2026 Merit Financial Group LLC239,878$13.71M0.1%-0.8%1.978%
1/26/2026 Berkeley Inc160,885$9.20M2.9%+38.2%1.326%
1/26/2026CWM LLC667,862$38.18M0.1%+6.8%5.506%
1/23/2026 Farther Finance Advisors LLC5,156$295K0.0%-4.7%0.043%
1/23/2026Intelligence Driven Advisers LLC662,742$37.88M5.4%+0.8%5.464%
1/23/2026 Eagle 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%
1/21/2026 CCG Wealth Management LLC4,166$238K0.1%N/A0.034%
1/21/2026 Flagship Harbor Advisors LLC441$25K0.0%N/A0.004%
1/21/2026 Sound Income Strategies LLC5,261$310K0.0%+526,000.0%0.043%
1/15/2026 Lighthouse Wealth Management Inc.169,898$9.71M6.6%+0.3%1.401%
1/14/2026 Nova Wealth Management Inc.47,499$2.72M1.9%+6.4%0.391%
1/14/2026 Redhawk Wealth Advisors Inc.4,377$250K0.0%+20.6%0.036%
1/13/2026Dakota Wealth Management6,413$367K0.0%N/A0.053%
1/13/2026 CoreCap Advisors LLC30,184$1.73M0.1%-2.2%0.248%
1/13/2026 Flagstar Advisors Inc.5,400$309K0.1%-9.7%0.044%
1/12/2026 M.E. Allison & CO. Inc.4,726$270K0.2%-14.0%0.039%
1/9/2026 Breakwater Capital Group25,160$1.44M0.2%+2.2%0.206%
1/9/2026 Dynamic Advisor Solutions LLC4,202$240K0.0%+8.4%0.034%
1/8/2026 Wealth Enhancement Advisory Services LLC22,941$1.34M0.0%-1.4%0.188%
1/8/2026 Fermata Advisors LLC7,005$400K0.1%-3.9%0.057%
1/7/2026 Sovereign 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%
12/29/2025 Narus Financial Partners LLC7,389$408K0.4%N/A0.061%
12/10/2025Mainstay Capital Management LLC ADV4,214$233K0.0%-50.0%0.035%
11/25/2025 ARQ Wealth Advisors LLC196,574$10.85M3.2%-5.6%1.611%
11/17/2025 Eaton Financial Holdings Company LLC10,067$556K0.2%-3.0%0.083%
11/17/2025NewEdge Advisors LLC21,726$1.20M0.0%+49.5%0.178%
11/17/2025Prosperity Wealth Management Inc.128,786$7.11M2.4%-1.7%1.056%
11/17/2025Northwestern Mutual Wealth Management Co.44,575$2.46M0.0%-68.6%0.365%
11/17/2025Larson Financial Group LLC21,488$1.19M0.0%-25.6%0.176%
11/17/2025Bank of America Corp DE37,560$2.07M0.0%+38.3%0.308%
11/14/2025Raymond James Financial Inc.259,150$14.31M0.0%+3.1%2.124%
11/14/2025Equitable Holdings Inc.13,756$759K0.0%-13.9%0.113%
11/13/2025PFG Advisors94,213$5.20M0.2%+1.4%0.772%
11/12/2025Orion Porfolio Solutions LLC17,881$987K0.0%-4.8%0.147%
11/12/2025IFG Advisory LLC23,159$1.28M0.1%-80.8%0.190%
11/12/2025Kingsview Wealth Management LLC9,458$522K0.0%-91.8%0.078%
11/12/2025US Bancorp DE737$41K0.0%N/A0.006%
11/10/2025Thoroughbred Financial Services LLC9,159$505K0.0%+54.9%0.075%
11/10/2025Intelligence Driven Advisers LLC657,759$36.32M5.0%+18.8%5.391%
11/10/2025Advyzon Investment Management LLC7,181$396K0.1%N/A0.059%
11/7/2025Synergy Investment Management LLC49,768$2.75M1.0%N/A0.408%
11/6/2025 Onyx Bridge Wealth Group LLC8,527$471K0.1%N/A0.070%
11/6/2025 Stratos Wealth Partners LTD.5,799$320K0.0%-21.9%0.048%
11/6/2025 Prospera Financial Services Inc7,457$412K0.0%+4.3%0.061%
11/6/2025 Breakwater Capital Group24,612$1.36M0.2%-6.8%0.202%
11/5/2025 Titleist Asset Management LLC7,258$401K0.0%-8.0%0.059%
11/5/2025Lokken Investment Group LLC8,586$474K0.2%-19.7%0.070%


IUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUS shares?

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), CWM LLC ($38.18M), Intelligence Driven Advisers LLC ($37.88M), Aveo Capital Partners LLC ($29.32M), and Osaic Holdings Inc. ($28.24M).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 102 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 ($669.29K), LPL Financial LLC ($537.77K), Envestnet Asset Management Inc. ($524.99K), Intelligence Driven Advisers LLC ($512.01K), and Raymond James Financial Inc. ($259.98K).

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

Institutional investors have bought a total of 3,489,731 shares in the last 24 months. This purchase volume represents approximately $188.04M in transactions.

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

Of the 57 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 ($413.15K), Northwestern Mutual Wealth Management Co. ($239.88K), Titleist Asset Management LLC ($220.32K), IFG Advisory LLC ($147.61K), Kingsview Wealth Management LLC ($106.03K), Signal Advisors Wealth LLC ($74.40K), and Goldman Sachs Group Inc. ($67.88K).

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

Institutional investors have sold a total of 1,584,418 shares in the last 24 months. This volume of shares sold represents approximately $83.88M in transactions.


Related Companies

This page (NASDAQ:IUS) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel