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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$49.98 +0.43 (+0.87%)
(As of 12/20/2024 05:40 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco RAFI Strategic US ETF (NASDAQ:IUS)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$256.65M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.79M
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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
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%
11/12/2024Larson 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%
10/1/2024 Bridge 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%
8/2/2024Larson Financial Group LLC14,376$682K0.0%N/A0.133%
8/2/2024 Aveo Capital Partners LLC516,023$24.48M2.8%+5.0%4.787%
7/31/2024Commonwealth 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%
7/27/2024 Zimmermann Investment Management & Planning LLC149,359$7.08M2.4%+35.2%1.396%
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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%
7/23/2024 Bridge 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%
7/15/2024RFG 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%
5/24/2024Cetera Advisors LLC5,168$245K0.0%N/A0.046%
5/23/2024 ARQ Wealth Advisors LLC143,855$6.83M3.0%N/A1.275%
5/10/2024 Osaic Holdings Inc.357,733$16.98M0.0%+43.8%3.171%
5/9/2024 Kingsview Wealth Management LLC112,818$5.35M0.1%-1.9%1.000%
5/8/2024 Advisors Preferred LLC4,071$193K0.0%N/A0.036%
5/8/2024 Avantax Advisory Services Inc.5,415$257K0.0%N/A0.048%
5/7/2024 PFG Advisors82,031$3.89M0.3%-0.3%0.727%
5/4/2024 Geneos Wealth Management Inc.72,214$3.43M0.2%-5.9%0.645%
5/1/2024 Intelligence Driven Advisers LLC237,031$11.25M1.7%N/A2.116%
4/30/2024 Mainstay Capital Management LLC ADV5,977$284K0.1%N/A0.053%
4/30/2024Commonwealth Equity Services LLC28,116$1.33M0.0%+1.5%0.251%
4/25/2024 Cambridge Investment Research Advisors Inc.39,174$1.86M0.0%+24.5%0.358%
4/23/2024 Global Retirement Partners LLC4,550$216K0.0%+8.4%0.042%
4/23/2024Raymond James Financial Services Advisors Inc.247,532$11.75M0.0%+120.4%2.296%
4/17/2024 Foguth Wealth Management LLC.86,886$4.12M2.2%N/A0.873%
4/12/2024 Fermata Advisors LLC7,697$365K0.1%-65.3%0.081%
4/10/2024 Signal Advisors Wealth LLC86,985$4.13M1.0%-6.6%0.920%
4/8/2024 RVW Wealth LLC28,786$1.37M0.1%-8.8%0.308%
2/26/2024 Centaurus Financial Inc.2,380$103K0.0%N/A0.034%
2/9/2024 Cambridge Investment Research Advisors Inc.31,459$1.36M0.0%-20.2%0.451%
2/8/2024 Kingsview Wealth Management LLC114,986$4.98M0.1%-1.8%1.647%
2/7/2024 Principal Securities Inc.984$43K0.0%N/A0.014%
2/6/2024Merit Financial Group LLC508,228$22.01M0.7%+6.6%7.281%
2/6/2024 Aveo Capital Partners LLC478,497$20.72M2.5%+28.7%6.855%
2/6/2024 McIlrath & Eck LLC100,623$4.36M0.8%+12.0%1.442%
1/30/2024 Prosperity Wealth Management Inc.73,250$3.17M2.1%-8.7%1.057%
1/24/2024Stratos Wealth Partners LTD.24,922$1.08M0.0%-9.1%0.370%
1/19/2024 Fermata Advisors LLC22,187$961K0.2%N/A0.331%
1/19/2024 PFG Advisors82,267$3.56M0.3%+2.6%1.228%
1/18/2024 Global Retirement Partners LLC4,198$181K0.0%+154.6%0.063%
1/16/2024Raymond James Financial Services Advisors Inc.112,289$4.86M0.0%-6.5%1.689%
1/16/2024Raymond James & Associates11,048$478K0.0%-74.8%0.166%
1/16/2024 CoreCap Advisors LLC29,571$1.28M0.1%+21.4%0.445%
1/11/2024 Dynamic Advisor Solutions LLC4,915$211K0.0%N/A0.075%
1/8/2024 RVW Wealth LLC31,570$1.37M0.2%-4.5%0.483%
1/2/2024 Anchor Investment Management LLC940$41K0.0%N/A0.017%
11/16/2023 McIlrath & Eck LLC89,877$3.58M0.7%-78.9%1.591%
11/15/2023 Axxcess Wealth Management LLC12,807$510K0.0%N/A0.227%
11/13/2023 LPL Financial LLC537,992$21.43M0.0%+44.4%9.522%
11/13/2023 Kestra Advisory Services LLC32,708$1.30M0.0%N/A0.579%
11/7/2023 Kingsview Wealth Management LLC117,122$4.67M0.2%+3.8%2.073%
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11/7/2023 Prosperity Wealth Management Inc.80,218$3.20M2.1%+42.0%1.420%
11/7/2023 Advisors Preferred LLC6,863$272K0.1%+121.9%0.121%
11/7/2023Merit Financial Group LLC476,811$18.99M0.6%+2.0%8.439%
11/6/2023 Aveo Capital Partners LLC371,838$14.81M1.9%-0.9%6.581%
11/6/2023 Sigma Planning Corp14,297$569K0.0%N/A0.253%
10/24/2023Raymond James Financial Services Advisors Inc.120,039$4.78M0.0%+1,718.8%2.183%
10/24/2023Raymond James & Associates43,768$1.74M0.0%-51.4%0.796%
10/24/2023 Cambridge Investment Research Advisors Inc.39,439$1.57M0.0%-1.3%0.717%
10/23/2023Commonwealth Equity Services LLC14,034$559K0.0%+60.0%0.255%
10/18/2023Capital Asset Advisory Services LLC12,546$505K0.0%-5.4%0.229%
(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, 68 institutional investors and hedge funds held shares of Invesco RAFI Strategic US ETF. The most heavily invested institutionals were LPL Financial LLC ($39.10M), Aveo Capital Partners LLC ($24.48M), Merit Financial Group LLC ($22.01M), Intelligence Driven Advisers LLC ($21.77M), Osaic Holdings Inc. ($16.98M), Northwestern Mutual Wealth Management Co. ($11.88M), and Raymond James Financial Services Advisors Inc. ($11.83M).Learn more on IUS's institutional investors.

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

Of the 64 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 ($606.62K), Aveo Capital Partners LLC ($525.14K), Intelligence Driven Advisers LLC ($432.80K), Merit Financial Group LLC ($279.33K), Raymond James Financial Services Advisors Inc. ($257.14K), 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 7,012,254 shares in the last 24 months. This purchase volume represents approximately $357.56M in transactions.

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

Of the 23 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), Raymond James & Associates ($79.09K), Aveo Capital Partners LLC ($28.72K), Foguth Wealth Management LLC. ($23.15K), Kingsview Wealth Management LLC ($21.82K), RVW Wealth LLC ($17.07K), and Prosperity Wealth Management Inc. ($16.03K).

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

Institutional investors have sold a total of 588,657 shares in the last 24 months. This volume of shares sold represents approximately $26.36M in transactions.



This page (NASDAQ:IUS) was last updated on 12/21/2024 by MarketBeat.com Staff
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