Invesco Rafi Strategic US EtIUSETF
13F holders, Q2 2026 (June 30)105holders +1
8new positions
7sold out
2famous investors
$65.56avg. 13F price*
At the end of Q2 2026, 105 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 1 from Q1 2026. 8 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($117.0M), Envestnet Asset Management Inc. ($56.4M) and Rockefeller Capital Management L.P. ($45.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $42.8M |
| Exits | 7 | $8.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,331,226 shares bought and 333,801 shares sold, net +997,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| LPL Financial LLC | 0.03% | Add +18.4% | 1,784,665 | $117.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 859,466 | $56.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.0% | 695,790 | $45.6M |
| Alpine Bank Wealth Management | 4.97% | New | 590,590 | $38.7M |
| Intelligence Driven Advisers, LLC | 5.96% | Add +1.8% | 559,703 | $36.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.5% | 446,010 | $29.3M |
| Arq Wealth Advisors, LLC | 2.05% | Add +21.7% | 247,525 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 251,557 | $16.5M |
| Merit Financial Group, LLC | 0.10% | Add +0.7% | 246,487 | $16.2M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -10.2% | 242,705 | $15.9M |
| Berkeley, Inc | 4.81% | Add +8.0% | 233,733 | $15.3M |
| HighPoint Advisor Group LLC | 0.52% | Reduce -16.2% | 225,295 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +7.1% | 221,390 | $14.5M |
| MML Investors Services, LLC | 0.03% | Reduce -4.7% | 187,449 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +329.4% | 174,426 | $11.4M |
| Lighthouse Wealth Management Inc. | 7.00% | Reduce -1.5% | 171,964 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +63.4% | 137,761 | $9.0M |
| Byrne Financial Freedom, LLC | 3.20% | Reduce -2.3% | 124,932 | $8.2M |
| PFG Advisors | 0.41% | Add +9.6% | 124,271 | $8.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.1% | 103,084 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.5% | 96,203 | $6.3M |
| Tandem Financial, LLC | 1.97% | Add +5.3% | 93,281 | $6.1M |
| Professional Financial Advisors, LLC | 0.86% | Add +1.7% | 75,825 | $5.0M |
| World Investment Advisors | 0.07% | No change | 69,973 | $4.1M |
| Synergy Investment Management, LLC | 0.94% | Add +0.0% | 59,091 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 57,670 | $3.8M |
| Nova Wealth Management, Inc. | 2.05% | Add +6.3% | 56,618 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.2% | 50,115 | $3.3M |
| Bank of America Corp. | 0.00% | Add +15.2% | 48,940 | $3.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +261.8% | 39,988 | $2.6M |
| Eagle Strategies LLC | 0.24% | Add +9.2% | 36,301 | $2.4M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -2.2% | 33,282 | $2.2M |
| Vantus Wealth LLC | 1.02% | — | 29,059 | $1.9M |
| Advyzon Investment Management, LLC | 0.14% | Add +3.2% | 29,030 | $1.9M |
| OneAscent Financial Services LLC | 0.09% | New | 27,743 | $1.8M |
| CoreCap Advisors, LLC | 0.05% | Reduce -4.0% | 27,009 | $1.8M |
| CCG Wealth Management, LLC | 0.41% | Reduce -0.4% | 26,991 | $1.8M |
| Larson Financial Group LLC | 0.04% | Add +5.8% | 25,667 | $1.7M |
| Breakwater Capital Group | 0.20% | Reduce -1.6% | 25,072 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 22,536 | $1.5M |
| Foguth Wealth Management, LLC. | 0.15% | Reduce -39.3% | 19,675 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.31% | Reduce -4.2% | 19,791 | $1.3M |
| Centerpoint Advisory Group | 0.78% | Reduce -1.5% | 18,683 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +17.9% | 15,401 | $1.0M |
| Advisory Alpha, LLC | 0.02% | Add +244.4% | 15,366 | $1.0M |
| Tempus Wealth Planning, LLC | 0.19% | New | 14,530 | $953K |
| RVW Wealth, LLC | 0.06% | Add +3.9% | 14,024 | $920K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +144.4% | 12,596 | $826K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.3% | 12,283 | $806K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 11,552 | $758K |
| Sigma Planning Corp | 0.02% | Add +1.2% | 11,076 | $726K |
| Citadel Advisors | 0.00% | Reduce -8.9% | 9,541 | $626K |
| FMR LLC | 0.00% | Add +29.9% | 8,518 | $559K |
| Prospera Financial Services Inc | 0.01% | Add +5.3% | 8,392 | $551K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 8,118 | $532K |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 8,054 | $528K |
| Fermata Advisors, LLC | 0.10% | Add +0.8% | 7,397 | $485K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 7,284 | $478K |
| Eaton Financial Holdings Company, LLC | 0.13% | No change | 7,035 | $461K |
| Allworth Financial LP | 0.00% | Reduce -12.3% | 6,817 | $447K |
| Well Done, LLC | 0.06% | Add +9.9% | 6,631 | $435K |
| Equitable Holdings, Inc. | 0.00% | Reduce -15.6% | 6,381 | $418K |
| Titleist Asset Management, LLC | 0.03% | No change | 6,323 | $415K |
| IFG Advisory, LLC | 0.01% | New | 5,866 | $385K |
| Dakota Wealth Management | 0.01% | Reduce -0.2% | 5,763 | $378K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.0% | 5,557 | $364K |
| Sound Income Strategies, LLC | 0.02% | No change | 5,261 | $345K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -43.1% | 5,246 | $344K |
| Sunrise Financial Services, LLC | 0.20% | No change | 5,159 | $338K |
| Centric Wealth Management | 0.05% | No change | 5,303 | $333K |
| AQR Capital Management | 0.00% | New | 5,030 | $330K |
| Florida Financial Advisors, LLC | 0.05% | New | 4,811 | $316K |
| Arax Advisory Partners | 0.00% | Add +59.0% | 4,783 | $314K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -47.0% | 4,652 | $305K |
| Principal Securities, Inc. | 0.00% | Add +15.1% | 4,590 | $301K |
| Independent Financial Group, LLC | 0.01% | No change | 4,329 | $284K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -2.0% | 4,306 | $282K |
| Narus Financial Partners, LLC | 0.07% | Reduce -41.1% | 4,296 | $282K |
| Raub Brock Capital Management LP | 0.07% | New | 4,053 | $266K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.5% | 4,033 | $264K |
| IFC & Insurance Marketing, Inc. | 0.22% | No change | 3,856 | $253K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.0% | 3,764 | $247K |
| M.E. Allison & Co., Inc. | 0.14% | No change | 3,663 | $240K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,646 | $239K |
| Hughes Financial Services, LLC | 0.02% | No change | 2,553 | $167K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $157K |
| Global Retirement Partners, LLC | 0.00% | — | 2,304 | $151K |
| Morgan Stanley | 0.00% | Add +178.0% | 2,288 | $150K |
| JPMorgan Chase & Co. | 0.00% | Add +229.4% | 2,154 | $141K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,305 | $86K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,293 | $85K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $62K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 781 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $49K |
| Knuff & Co LLC | 0.01% | No change | 723 | $47K |
| Highline Wealth Partners LLC | 0.01% | No change | 493 | $32K |
| Vanguard Advisers Inc. | 0.00% | Reduce -29.1% | 288 | $19K |
| Signature Equity Partners, LLC | 0.01% | Add +0.4% | 268 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $17K |
| Assetmark, Inc. | 0.00% | No change | 205 | $13K |
"% of holder's portfolio" is IUS's weight in each manager's 13F, not the share of Invesco Rafi Strategic US Et the manager owns.