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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$66.89 +0.58 (+0.87%)
As of 07/24/2026 03:59 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)
62
Total
Institutional Inflows
(last 12 months)
$146.54M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$72.21M
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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
7/9/2026 Professional Financial Advisors LLC75,825$4.97M0.9%+1.7%0.567%
7/9/2026 Breakwater Capital Group25,072$1.64M0.2%-1.6%0.187%
7/8/2026 RVW Wealth LLC14,024$920K0.1%+3.9%0.104%
7/7/2026 CoreCap Advisors LLC27,009$1.77M0.1%-4.0%0.201%
6/3/2026NewEdge Advisors LLC12,884$746K0.0%-16.6%0.102%
6/1/2026 Foguth 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%
5/6/2026 Independent 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%
4/24/2026 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%
4/22/2026Narus 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%
3/13/2026World 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%
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%
2/12/2026 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%
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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%
2/9/2026Narus Financial Partners LLC8,247$471K0.1%+2.5%0.068%
2/9/2026 Prospera Financial Services Inc8,008$458K0.0%+7.4%0.066%
2/9/2026ARQ 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%
1/27/2026 PFG Advisors108,036$6.18M0.3%+14.7%0.891%
1/26/2026 Merit Financial Group LLC239,878$13.71M0.1%-0.8%1.978%
1/26/2026Berkeley 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%
1/21/2026CCG 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%
1/7/2026Sovereign Financial Group Inc.33,987$1.94M0.3%-1.6%0.279%
1/5/2026 Foguth Wealth Management LLC.52,423$3.01M0.5%N/A0.430%
12/29/2025Narus Financial Partners LLC7,389$408K0.4%N/A0.061%
12/10/2025Mainstay Capital Management LLC ADV4,214$233K0.0%-50.0%0.035%
11/25/2025ARQ Wealth Advisors LLC196,574$10.85M3.2%-5.6%1.611%
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11/17/2025Eaton 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%
11/13/2025 PFG Advisors94,213$5.20M0.2%+1.4%0.772%
11/12/2025Orion Porfolio Solutions LLC17,881$987K0.0%-4.8%0.147%


IUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 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 ($31.85M), 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 ($667.40K), LPL Financial LLC ($537.77K), Envestnet Asset Management Inc. ($524.99K), Intelligence Driven Advisers LLC ($512.01K), and Raymond James Financial Inc. ($259.98K).

Institutional investors have bought a total of 2,654,715 shares in the last 24 months. This purchase volume represents approximately $146.54M in transactions.

Of the 53 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 ($444.60K), Northwestern Mutual Wealth Management Co. ($225.03K), Intelligence Driven Advisers LLC ($112.71K), Kingsview Wealth Management LLC ($106.03K), IFG Advisory LLC ($100.79K), Goldman Sachs Group Inc. ($67.88K), and World Investment Advisors ($45.53K).

Institutional investors have sold a total of 1,323,149 shares in the last 24 months. This volume of shares sold represents approximately $72.21M in transactions.


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This page (NASDAQ:IUS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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