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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$70.58 +0.54 (+0.76%)
As of 12:22 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)
57
Total
Institutional Inflows
(last 12 months)
$130.02M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$51.00M
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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
9/2/2026 Citadel Advisors LLC9,541$626K0.0%-8.9%0.070%
8/20/2026 Avant Capital LLC15,250$1M0.6%N/A0.112%
8/20/2026 First PREMIER Bank628$41K0.0%N/A0.005%
8/20/2026 Proficio Capital Partners LLC95,880$6.29M0.2%N/A0.703%
8/20/2026 RPg Family Wealth Advisory LLC94,243$6.18M1.0%N/A0.691%
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%
6/3/2026 NewEdge 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%
5/19/2026 NewEdge Advisors LLC12,884$746K0.0%-16.6%0.102%
5/19/2026 Bank of America Corp DE42,481$2.46M0.0%+4.2%0.336%
5/18/2026 Royal Bank of Canada11,430$662K0.0%+60.3%0.090%
5/15/2026 Intelligence Driven Advisers LLC550,031$31.85M5.6%-17.0%4.355%
5/6/2026 Independent Financial Group LLC4,329$251K0.0%N/A0.034%
5/5/2026 RFG Bristol Wealth Advisors LLC20,652$1.20M0.3%-60.4%0.164%
5/5/2026 Geneos 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%
3/17/2026 Rockefeller 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%
2/18/2026 Beacon Pointe Advisors LLC179,390$10.25M0.1%+18.1%1.470%
2/18/2026 NewEdge Advisors LLC15,448$883K0.0%-28.9%0.127%
2/17/2026 Cetera Investment Advisers54,094$3.09M0.0%-8.4%0.443%
2/17/2026 Equitable Holdings Inc.11,269$644K0.0%-18.1%0.092%
2/17/2026 Osaic Holdings Inc.493,937$28.24M0.0%+2.4%4.049%
2/17/2026 Royal 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%
2/13/2026 Advyzon Investment Management LLC26,855$1.54M0.2%+274.0%0.220%
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2/12/2026 Jane 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%
2/12/2026 Steward Partners Investment Advisory LLC17,296$989K0.0%-38.5%0.142%
2/12/2026 Principal Securities Inc.4,503$257K0.0%+4.9%0.037%
2/11/2026 Hughes Financial Services LLC2,553$146K0.0%+58.1%0.021%
2/11/2026 LPL Financial LLC1,507,912$86.19M0.0%-0.6%12.360%
2/10/2026 Goldman Sachs Group Inc.156,866$8.97M0.0%-30.2%1.286%
2/10/2026 Vantus Wealth LLC27,777$1.59M1.2%N/A0.228%
2/10/2026 Northwestern Mutual Wealth Management Co.40,848$2.34M0.0%-8.4%0.335%
2/10/2026 IFG Advisory LLC19,869$1.14M0.0%-14.2%0.163%
2/9/2026 Kingsview 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%
2/6/2026 Larson Financial Group LLC23,127$1.32M0.0%+7.6%0.190%
2/6/2026 HighTower Advisors LLC7,417$424K0.0%+20.6%0.061%
2/6/2026 Synergy Investment Management LLC47,014$2.69M1.0%-5.5%0.385%
2/5/2026 Allworth 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%
1/28/2026 Geneos 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%
1/26/2026 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%
1/23/2026 Intelligence 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%
1/23/2026 RFG 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%
1/13/2026 Dakota 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%
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1/7/2026 Sovereign 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%
12/29/2025 Narus Financial Partners LLC7,389$408K0.4%N/A0.061%
12/10/2025 Mainstay 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%
11/17/2025 NewEdge 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%
11/17/2025 Northwestern Mutual Wealth Management Co.44,575$2.46M0.0%-68.6%0.365%
11/17/2025 Larson Financial Group LLC21,488$1.19M0.0%-25.6%0.176%


IUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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 101 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), Envestnet Asset Management Inc. ($492.78K), Intelligence Driven Advisers LLC ($388.57K), LPL Financial LLC ($320.39K), and Raymond James Financial Inc. ($259.98K).

Institutional investors have bought a total of 2,277,465 shares in the last 24 months. This purchase volume represents approximately $130.02M in transactions.

Of the 46 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 911,129 shares in the last 24 months. This volume of shares sold represents approximately $51.00M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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