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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$51.22 -0.72 (-1.39%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$51.21 -0.01 (-0.02%)
As of 02/21/2025 04:05 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)
65
Total
Institutional Inflows
(last 12 months)
$301.64M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$11.44M
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IUS Institutional Buying and Selling by Quarter

Invesco RAFI Strategic US ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 ARQ Wealth Advisors LLC206,682$10.27M3.9%+2.6%1.697%
2/18/2025 McIlrath & Eck LLC125,304$6.22M0.8%+4.8%0.957%
2/17/2025 CoreCap Advisors LLC33,157$1.65M0.1%+1.7%0.253%
2/17/2025 Cetera Investment Advisers61,331$3.05M0.0%+2.5%0.468%
2/17/2025 Bank of America Corp DE27,465$1.36M0.0%-1.3%0.210%
2/14/2025 MML Investors Services LLC115,383$5.73M0.0%+4.2%0.881%
2/13/2025 NewEdge Advisors LLC37,388$1.86M0.0%+35.8%0.285%
2/13/2025 Rockefeller Capital Management L.P.13,156$653K0.0%N/A0.100%
2/13/2025 Titleist Asset Management LLC227,203$11.29M1.3%-8.1%1.734%
2/13/2025 Envestnet Asset Management Inc.392,541$19.50M0.0%+33.3%2.996%
2/13/2025 Wells Fargo & Company MN4,180$208K0.0%+417,900.0%0.032%
2/13/2025 AllGen Financial Advisors Inc.5,389$268K0.1%+15.5%0.041%
2/12/2025 World Investment Advisors65,761$3.27M0.1%+9.2%0.502%
2/12/2025 RFG Bristol Wealth Advisors LLC189,953$9.44M3.1%N/A1.450%
2/12/2025 Centric Wealth Management5,696$283K0.1%-13.2%0.043%
2/12/2025 Lokken Investment Group LLC4,996$248K0.1%N/A0.038%
2/12/2025 JPMorgan Chase & Co.8,259$410K0.0%+7.7%0.063%
2/11/2025 LPL Financial LLC1,033,281$51.32M0.0%+5.9%7.888%
2/10/2025 Eaton Financial Holdings Company LLC34,254$1.70M0.7%-58.9%0.261%
2/10/2025 Commonwealth Equity Services LLC32,301$1.60M0.0%+3.8%0.247%
2/10/2025 Avantax Advisory Services Inc.4,759$236K0.0%-10.7%0.036%
2/7/2025 PFG Advisors82,682$4.11M0.3%+3.3%0.631%
2/7/2025 Prosperity Wealth Management Inc.100,911$5.01M2.1%+2.8%0.770%
2/7/2025 Independent Advisor Alliance47,841$2.38M0.0%N/A0.365%
2/7/2025 Lifeworks Advisors LLC4,948$246K0.0%-6.4%0.038%
2/7/2025 Larson Financial Group LLC16,618$825K0.0%+7.8%0.127%
2/6/2025 Raymond James Financial Inc.242,679$12.05M0.0%N/A1.853%
2/6/2025 Synergy Investment Management LLC12,508$621K0.3%N/A0.095%
2/6/2025 Steward Partners Investment Advisory LLC12,988$645K0.0%N/A0.099%
2/4/2025 Mainstay Capital Management LLC ADV5,639$280K0.0%-3.9%0.043%
2/3/2025 Sigma Planning Corp4,317$214K0.0%+5.8%0.033%
2/3/2025 Flagstar Advisors Inc.6,509$323K0.1%+11.3%0.050%
1/30/2025 Allworth Financial LP10,003$512K0.0%N/A0.076%
1/30/2025 Centerpoint Advisory Group23,080$1.15M1.1%N/A0.176%
1/30/2025 Aveo Capital Partners LLC531,838$26.42M2.9%-1.2%4.060%
1/30/2025 Intelligence Driven Advisers LLC346,504$17.21M3.2%-19.9%2.645%
1/29/2025 AIFG Consultants Ltd.36,852$1.83M3.0%+33.7%0.282%
1/28/2025 Kingsview Wealth Management LLC117,355$5.83M0.1%-0.5%0.899%
1/27/2025 Foguth Wealth Management LLC.97,672$5.04M1.3%+17.3%0.748%
1/23/2025 RVW Wealth LLC21,511$1.07M0.1%-9.2%0.165%
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1/23/2025 Strategic Blueprint LLC7,590$377K0.0%+5.5%0.058%
1/22/2025 Lighthouse Wealth Management Inc.170,533$8.47M7.8%N/A1.307%
1/21/2025 Geneos Wealth Management Inc.79,973$3.97M0.1%+1.1%0.627%
1/21/2025 Dynamic Advisor Solutions LLC4,570$227K0.0%-10.0%0.036%
1/16/2025 Davies Financial Advisors Inc.19,334$960K0.8%+19.8%0.153%
1/16/2025 M.E. Allison & CO. Inc.5,495$273K0.3%N/A0.043%
1/15/2025 Merit Financial Group LLC286,049$14.21M0.3%+32.5%2.261%
1/14/2025 Sovereign Financial Group Inc.36,883$1.83M0.4%+40.4%0.292%
1/14/2025 Breakwater Capital Group7,778$386K0.1%N/A0.061%
1/14/2025 Signal Advisors Wealth LLC92,806$4.61M0.5%+10.7%0.734%
12/26/2024 JPMorgan Chase & Co.7,666$386K0.0%+1,955.2%0.065%
11/25/2024 World Investment Advisors LLC60,239$3.03M0.1%N/A0.511%
11/22/2024 Eaton Financial Holdings Company LLC83,377$4.19M1.7%N/A0.707%
11/19/2024 McIlrath & Eck LLC119,585$6.02M0.8%+6.5%1.013%
11/15/2024 MML Investors Services LLC110,730$5.57M0.0%+41.3%0.938%
11/15/2024 World Investment Advisors LLC3,030,022$152.41M0.8%N/A25.678%
11/15/2024 Integrated Wealth Concepts LLC11,148$561K0.0%+4.3%0.094%
11/14/2024 Centric Wealth Management6,564$337K0.1%N/A0.056%
11/13/2024 FMR LLC962$48K0.0%+46.0%0.008%
11/12/2024 Larson Financial Group LLC15,412$775K0.0%+7.2%0.131%
11/12/2024 Kingsview Wealth Management LLC117,897$5.93M0.1%+4.9%0.999%
11/6/2024 Lifeworks Advisors LLC5,284$266K0.1%+16.6%0.045%
11/6/2024 Intelligence Driven Advisers LLC432,798$21.77M3.1%+20.1%3.668%
11/4/2024 Sigma Planning Corp4,079$205K0.0%N/A0.035%
10/25/2024 Strategic Blueprint LLC7,194$362K0.0%+38.2%0.061%
10/24/2024 AllGen Financial Advisors Inc.4,665$235K0.1%N/A0.040%
10/24/2024 Wealth Enhancement Advisory Services LLC7,500$377K0.0%-4.6%0.064%
10/21/2024 AIFG Consultants Ltd.27,572$1.39M1.1%N/A0.235%
10/15/2024 PFG Advisors80,037$4.03M0.3%-1.7%0.682%
10/9/2024 Davies Financial Advisors Inc.16,133$811K0.7%+220.1%0.138%
10/8/2024 CWM LLC2,827$142K0.0%+49.7%0.024%
10/8/2024 Sovereign Financial Group Inc.26,268$1.32M0.3%N/A0.226%
10/8/2024 Dynamic Advisor Solutions LLC5,080$256K0.0%+19.4%0.044%
10/1/2024Bridge Advisory LLC110,771$5.57M2.7%+0.3%1.028%
9/5/2024 Sanctuary Advisors LLC12,715$584K0.0%N/A0.118%
8/22/2024 Cetera Investment Advisers36,827$1.75M0.0%+74.4%0.342%
8/16/2024 Northwestern Mutual Wealth Management Co.250,548$11.88M0.0%+413.0%2.324%
8/16/2024 Susquehanna International Group LLP70,184$3.33M0.0%+165.0%0.651%
8/8/2024 Envestnet Asset Management Inc.102,018$4.84M0.0%+46.1%0.946%
8/8/2024 Thoroughbred Financial Services LLC5,326$252K0.0%N/A0.049%
8/8/2024 CoreCap Advisors LLC31,266$1.48M0.2%N/A0.290%
8/8/2024 PFG Advisors81,448$3.86M0.3%-0.7%0.756%
8/8/2024 LPL Financial LLC824,299$39.10M0.0%+35.8%7.647%
8/6/2024 Intelligence Driven Advisers LLC360,471$17.10M2.4%+52.1%3.344%
8/2/2024 Larson Financial Group LLC14,376$682K0.0%N/A0.133%
8/2/2024 Aveo Capital Partners LLC516,023$24.48M2.8%+5.0%4.787%
7/31/2024 Commonwealth Equity Services LLC30,253$1.44M0.0%+7.6%0.281%
7/31/2024 IFG Advisory LLC74,586$3.54M0.2%-2.9%0.692%
7/30/2024 Davies Financial Advisors Inc.5,040$239K0.2%N/A0.047%
7/27/2024 Strategic Blueprint LLC5,207$247K0.0%N/A0.049%
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7/27/2024 Zimmermann Investment Management & Planning LLC149,359$7.08M2.4%+35.2%1.396%
7/26/2024 Cambridge Investment Research Advisors Inc.52,116$2.47M0.0%+33.0%0.487%
7/23/2024 Geneos Wealth Management Inc.78,887$3.74M0.2%+9.2%0.737%
7/23/2024Bridge Advisory LLC110,423$5.24M2.6%N/A1.032%
7/20/2024Raymond James Financial Services Advisors Inc.249,391$11.83M0.0%+0.8%2.331%
7/16/2024 Foguth Wealth Management LLC.63,737$3.02M1.3%-26.6%0.607%
7/15/2024 Dynamic Advisor Solutions LLC4,253$202K0.0%-6.2%0.041%
7/15/2024 RFG Advisory LLC6,113$290K0.0%N/A0.058%
7/10/2024 CWM LLC1,889$90K0.0%N/A0.018%
7/8/2024 RVW Wealth LLC21,420$1.02M0.1%-25.6%0.205%
(Data available from 1/1/2016 forward)

IUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUS shares?

During the previous two years, 84 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were LPL Financial LLC ($51.32M), Aveo Capital Partners LLC ($26.42M), Envestnet Asset Management Inc. ($19.50M), Intelligence Driven Advisers LLC ($17.21M), Osaic Holdings Inc. ($16.98M), Merit Financial Group LLC ($14.21M), and Raymond James Financial Inc. ($12.05M).Learn more on IUS's institutional investors.

Which institutional investors have been buying Invesco RAFI Strategic US ETF stock?

Of the 78 institutional investors that purchased Invesco RAFI Strategic US ETF 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), LPL Financial LLC ($607.24K), Intelligence Driven Advisers LLC ($432.80K), Merit Financial Group LLC ($349.56K), Raymond James Financial Services Advisors Inc. ($257.14K), Raymond James Financial Inc. ($242.68K), and Northwestern Mutual Wealth Management Co. ($201.71K).

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

Institutional investors have bought a total of 7,483,523 shares in the last 24 months. This purchase volume represents approximately $366.99M in transactions.

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

Of the 27 institutional investors that sold Invesco RAFI Strategic US ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: McIlrath & Eck LLC ($335.36K), Intelligence Driven Advisers LLC ($86.29K), Raymond James & Associates ($79.09K), Eaton Financial Holdings Company LLC ($49.12K), Aveo Capital Partners LLC ($34.97K), Foguth Wealth Management LLC. ($23.15K), and Titleist Asset Management LLC ($20.15K).

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

Institutional investors have sold a total of 726,501 shares in the last 24 months. This volume of shares sold represents approximately $32.51M in transactions.



This page (NASDAQ:IUS) was last updated on 2/22/2025 by MarketBeat.com Staff
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