Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free IUS Stock Alerts

Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$66.45 +0.01 (+0.02%)
As of 07/2/2026 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)
64
Total
Institutional Inflows
(last 12 months)
$157.16M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$77.90M
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
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%
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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
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%
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%
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%


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 ($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).

Institutional investors have bought a total of 2,861,338 shares in the last 24 months. This purchase volume represents approximately $157.16M in transactions.

Of the 55 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), Signal Advisors Wealth LLC ($74.40K), and Goldman Sachs Group Inc. ($67.88K).

Institutional investors have sold a total of 1,434,119 shares in the last 24 months. This volume of shares sold represents approximately $77.90M in transactions.


Related Companies

This page (NASDAQ:IUS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel