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Invesco RAFI Strategic US ETF (IUS) Institutional Ownership

Invesco RAFI Strategic US ETF logo
$50.90 +0.37 (+0.73%)
As of 01/17/2025 04:00 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)
50
Total
Institutional Inflows
(last 12 months)
$260.66M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.97M
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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
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%
12/26/2024JPMorgan Chase & Co.7,666$386K0.0%+1,955.2%0.065%
11/25/2024World Investment Advisors LLC60,239$3.03M0.1%N/A0.511%
11/22/2024Eaton Financial Holdings Company LLC83,377$4.19M1.7%N/A0.707%
11/19/2024McIlrath & Eck LLC119,585$6.02M0.8%+6.5%1.013%
11/15/2024MML Investors Services LLC110,730$5.57M0.0%+41.3%0.938%
11/15/2024World Investment Advisors LLC3,030,022$152.41M0.8%N/A25.678%
11/15/2024Integrated Wealth Concepts LLC11,148$561K0.0%+4.3%0.094%
11/14/2024Centric Wealth Management6,564$337K0.1%N/A0.056%
11/13/2024FMR LLC962$48K0.0%+46.0%0.008%
11/12/2024Larson Financial Group LLC15,412$775K0.0%+7.2%0.131%
11/12/2024Kingsview Wealth Management LLC117,897$5.93M0.1%+4.9%0.999%
11/6/2024Lifeworks Advisors LLC5,284$266K0.1%+16.6%0.045%
11/6/2024Intelligence Driven Advisers LLC432,798$21.77M3.1%+20.1%3.668%
11/4/2024Sigma Planning Corp4,079$205K0.0%N/A0.035%
10/25/2024Strategic Blueprint LLC7,194$362K0.0%+38.2%0.061%
10/24/2024AllGen 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%
10/21/2024AIFG Consultants Ltd.27,572$1.39M1.1%N/A0.235%
10/15/2024PFG Advisors80,037$4.03M0.3%-1.7%0.682%
10/9/2024 Davies Financial Advisors Inc.16,133$811K0.7%+220.1%0.138%
10/8/2024CWM LLC2,827$142K0.0%+49.7%0.024%
10/8/2024 Sovereign Financial Group Inc.26,268$1.32M0.3%N/A0.226%
10/8/2024Dynamic Advisor Solutions LLC5,080$256K0.0%+19.4%0.044%
10/1/2024Bridge Advisory LLC110,771$5.57M2.7%+0.3%1.028%
9/5/2024Sanctuary Advisors LLC12,715$584K0.0%N/A0.118%
8/22/2024Cetera Investment Advisers36,827$1.75M0.0%+74.4%0.342%
8/16/2024Northwestern Mutual Wealth Management Co.250,548$11.88M0.0%+413.0%2.324%
8/16/2024Susquehanna International Group LLP70,184$3.33M0.0%+165.0%0.651%
8/8/2024Envestnet Asset Management Inc.102,018$4.84M0.0%+46.1%0.946%
8/8/2024Thoroughbred Financial Services LLC5,326$252K0.0%N/A0.049%
8/8/2024CoreCap Advisors LLC31,266$1.48M0.2%N/A0.290%
8/8/2024PFG Advisors81,448$3.86M0.3%-0.7%0.756%
8/8/2024LPL Financial LLC824,299$39.10M0.0%+35.8%7.647%
8/6/2024Intelligence Driven Advisers LLC360,471$17.10M2.4%+52.1%3.344%
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8/2/2024Larson Financial Group LLC14,376$682K0.0%N/A0.133%
8/2/2024Aveo 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%
7/31/2024IFG Advisory LLC74,586$3.54M0.2%-2.9%0.692%
7/30/2024 Davies Financial Advisors Inc.5,040$239K0.2%N/A0.047%
7/27/2024Strategic Blueprint LLC5,207$247K0.0%N/A0.049%
7/27/2024Zimmermann Investment Management & Planning LLC149,359$7.08M2.4%+35.2%1.396%
7/26/2024Cambridge Investment Research Advisors Inc.52,116$2.47M0.0%+33.0%0.487%
7/23/2024Geneos 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%
7/16/2024Foguth Wealth Management LLC.63,737$3.02M1.3%-26.6%0.607%
7/15/2024Dynamic Advisor Solutions LLC4,253$202K0.0%-6.2%0.041%
7/15/2024RFG Advisory LLC6,113$290K0.0%N/A0.058%
7/10/2024CWM LLC1,889$90K0.0%N/A0.018%
7/8/2024RVW Wealth LLC21,420$1.02M0.1%-25.6%0.205%
5/24/2024Cetera Advisors LLC5,168$245K0.0%N/A0.046%
5/23/2024ARQ Wealth Advisors LLC143,855$6.83M3.0%N/A1.275%
5/10/2024Osaic Holdings Inc.357,733$16.98M0.0%+43.8%3.171%
5/9/2024Kingsview Wealth Management LLC112,818$5.35M0.1%-1.9%1.000%
5/8/2024Advisors Preferred LLC4,071$193K0.0%N/A0.036%
5/8/2024Avantax Advisory Services Inc.5,415$257K0.0%N/A0.048%
5/7/2024PFG Advisors82,031$3.89M0.3%-0.3%0.727%
5/4/2024Geneos Wealth Management Inc.72,214$3.43M0.2%-5.9%0.645%
5/1/2024Intelligence Driven Advisers LLC237,031$11.25M1.7%N/A2.116%
4/30/2024Mainstay Capital Management LLC ADV5,977$284K0.1%N/A0.053%
4/30/2024Commonwealth Equity Services LLC28,116$1.33M0.0%+1.5%0.251%
4/25/2024Cambridge Investment Research Advisors Inc.39,174$1.86M0.0%+24.5%0.358%
4/23/2024Global 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%
4/17/2024Foguth 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%
4/8/2024RVW Wealth LLC28,786$1.37M0.1%-8.8%0.308%
2/26/2024Centaurus Financial Inc.2,380$103K0.0%N/A0.034%
2/9/2024Cambridge Investment Research Advisors Inc.31,459$1.36M0.0%-20.2%0.451%
2/8/2024Kingsview Wealth Management LLC114,986$4.98M0.1%-1.8%1.647%
2/7/2024Principal Securities Inc.984$43K0.0%N/A0.014%
2/6/2024 Merit Financial Group LLC508,228$22.01M0.7%+6.6%7.281%
2/6/2024Aveo Capital Partners LLC478,497$20.72M2.5%+28.7%6.855%
2/6/2024McIlrath & Eck LLC100,623$4.36M0.8%+12.0%1.442%
1/30/2024Prosperity 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%
1/19/2024PFG Advisors82,267$3.56M0.3%+2.6%1.228%
1/18/2024Global 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%
1/16/2024CoreCap Advisors LLC29,571$1.28M0.1%+21.4%0.445%
1/11/2024Dynamic Advisor Solutions LLC4,915$211K0.0%N/A0.075%
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1/8/2024RVW Wealth LLC31,570$1.37M0.2%-4.5%0.483%
1/2/2024Anchor Investment Management LLC940$41K0.0%N/A0.017%
11/16/2023McIlrath & Eck LLC89,877$3.58M0.7%-78.9%1.591%
11/15/2023Axxcess Wealth Management LLC12,807$510K0.0%N/A0.227%
11/13/2023LPL Financial LLC537,992$21.43M0.0%+44.4%9.522%
11/13/2023Kestra Advisory Services LLC32,708$1.30M0.0%N/A0.579%
11/7/2023Kingsview Wealth Management LLC117,122$4.67M0.2%+3.8%2.073%
11/7/2023Prosperity Wealth Management Inc.80,218$3.20M2.1%+42.0%1.420%
11/7/2023Advisors Preferred LLC6,863$272K0.1%+121.9%0.121%
11/7/2023 Merit Financial Group LLC476,811$18.99M0.6%+2.0%8.439%
(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, 70 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), Intelligence Driven Advisers LLC ($21.77M), Osaic Holdings Inc. ($16.98M), Merit Financial Group LLC ($14.21M), 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 66 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 ($349.56K), 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 7,085,478 shares in the last 24 months. This purchase volume represents approximately $360.25M in transactions.

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

Of the 22 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 584,615 shares in the last 24 months. This volume of shares sold represents approximately $26.06M in transactions.


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This page (NASDAQ:IUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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