Invesco Rafi Strategic US EtIUSETF
13F holders, Q1 2024 (March 31)59holders
$47.19avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings. The largest holders were LPL Financial LLC ($28.8M), Aveo Capital Partners, LLC ($22.5M) and Osaic Holdings, Inc. ($17.0M).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $58.7M |
| Exits | 3 | $536K |
Ownership 59 holders
| LPL Financial LLC | 0.02% | Reduce -3.0% | 606,915 | $28.8M |
| Aveo Capital Partners, LLC | 2.46% | Add +2.7% | 491,222 | $22.5M |
| Osaic Holdings, Inc. | 0.04% | Add +43.8% | 357,733 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +120.4% | 247,532 | $11.7M |
| Merit Financial Group, LLC | 0.27% | Reduce -50.8% | 249,961 | $11.5M |
| Balyasny Asset Management L.P. | 0.03% | New | 237,959 | $11.3M |
| Intelligence Driven Advisers, LLC | 1.66% | New | 237,031 | $11.2M |
| Titleist Asset Management, LLC | 1.89% | New | 227,567 | $10.8M |
| Arq Wealth Advisors, LLC | 2.97% | New | 143,855 | $6.8M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -1.9% | 112,818 | $5.4M |
| Zimmermann Investment Management & Planning LLC | 1.89% | New | 110,470 | $5.2M |
| McIlrath & Eck, LLC | 0.83% | Add +9.3% | 110,014 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +57.2% | 101,725 | $4.8M |
| Signal Advisors Wealth, LLC | 1.02% | Reduce -6.6% | 86,985 | $4.1M |
| Foguth Wealth Management, LLC. | 2.21% | — | 86,886 | $4.1M |
| Eaton Financial Holdings Company, LLC | 2.11% | New | 85,701 | $4.1M |
| PFG Advisors | 0.28% | Reduce -0.3% | 82,031 | $3.9M |
| Prosperity Wealth Management, Inc. | 1.80% | Add +9.1% | 79,882 | $3.8M |
| IFG Advisory, LLC | 0.27% | New | 76,787 | $3.6M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -5.9% | 72,214 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.8% | 69,810 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +34.1% | 57,005 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 48,839 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.5% | 39,174 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Add +7.4% | 31,762 | $1.5M |
| RVW Wealth, LLC | 0.14% | Reduce -8.8% | 28,786 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 28,116 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 26,483 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +191.6% | 21,122 | $1.0M |
| Bank of America Corp. | 0.00% | Add +10.7% | 18,782 | $891K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -29.0% | 17,690 | $840K |
| Goldman Sachs Group Inc. | 0.00% | No change | 14,603 | $693K |
| Intrua Financial, LLC | 0.10% | Add +19.0% | 13,343 | $633K |
| Integrated Wealth Concepts LLC | 0.01% | New | 10,561 | $501K |
| Sequent Planning LLC | 0.15% | — | 8,873 | $421K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.0% | 8,687 | $412K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 8,055 | $382K |
| Fermata Advisors, LLC | 0.08% | Reduce -65.3% | 7,697 | $365K |
| Royal Bank of Canada | 0.00% | New | 6,274 | $298K |
| Mainstay Capital Management LLC | 0.05% | New | 5,977 | $284K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,415 | $257K |
| WMG Financial Advisors, LLC | 0.14% | No change | 5,260 | $250K |
| Independent Financial Group, LLC | 0.01% | No change | 4,747 | $225K |
| Global Retirement Partners, LLC | 0.01% | Add +8.4% | 4,550 | $216K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.8% | 4,534 | $215K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,287 | $203K |
| Lifeworks Advisors, LLC | 0.06% | New | 4,281 | $203K |
| Advisors Preferred, LLC | 0.03% | New | 4,071 | $193K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 2,511 | $119K |
| Centaurus Financial, Inc. | 0.01% | Add +1.1% | 2,405 | $114K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,377 | $65K |
| Principal Securities, Inc. | 0.00% | Add +11.0% | 1,092 | $52K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $45K |
| FMR LLC | 0.00% | Add +418.2% | 627 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.0% | 603 | $29K |
| AdvisorNet Financial, Inc | 0.00% | No change | 335 | $16K |
| Morgan Stanley | 0.00% | No change | 323 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -18.5% | 123 | $6K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 47 | $2K |
"% 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.