Invesco Rafi Strategic US EtIUSETF
13F holders, Q2 2024 (June 30)69holders +10
13new positions
4sold out
$47.43avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 10 from Q1 2024. 13 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($39.1M), Aveo Capital Partners, LLC ($24.5M) and Osaic Holdings, Inc. ($21.4M).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.8M |
| Exits | 4 | $16.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,115,577 shares bought and 381,658 shares sold, net +733,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| LPL Financial LLC | 0.02% | Add +35.8% | 824,299 | $39.1M |
| Aveo Capital Partners, LLC | 2.78% | Add +5.0% | 516,023 | $24.5M |
| Osaic Holdings, Inc. | 0.05% | Add +26.1% | 451,162 | $21.4M |
| Intelligence Driven Advisers, LLC | 2.42% | Add +52.1% | 360,471 | $17.1M |
| Merit Financial Group, LLC | 0.26% | Add +0.4% | 250,960 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +413.0% | 250,548 | $11.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.8% | 249,391 | $11.8M |
| Titleist Asset Management, LLC | 1.75% | Add +7.3% | 244,140 | $11.6M |
| Arq Wealth Advisors, LLC | 4.05% | Add +37.2% | 197,331 | $9.4M |
| Zimmermann Investment Management & Planning LLC | 2.37% | Add +35.2% | 149,359 | $7.1M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -0.3% | 112,442 | $5.3M |
| McIlrath & Eck, LLC | 0.79% | Add +2.1% | 112,296 | $5.3M |
| Bridge Advisory, LLC | 2.58% | New | 110,423 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 104,182 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.1% | 102,018 | $4.8M |
| Prosperity Wealth Management, Inc. | 2.27% | Add +21.5% | 97,088 | $4.6M |
| PFG Advisors | 0.26% | Reduce -0.7% | 81,448 | $3.9M |
| Geneos Wealth Management Inc. | 0.17% | Add +9.2% | 78,887 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +37.5% | 78,388 | $3.7M |
| IFG Advisory, LLC | 0.23% | Reduce -2.9% | 74,586 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +165.0% | 70,184 | $3.3M |
| Foguth Wealth Management, LLC. | 1.33% | Reduce -26.6% | 63,737 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.0% | 52,116 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +74.3% | 36,827 | $1.7M |
| CoreCap Advisors, LLC | 0.15% | Reduce -1.6% | 31,266 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 30,253 | $1.4M |
| Bank of America Corp. | 0.00% | Add +22.0% | 22,917 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -25.6% | 21,420 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.0% | 16,991 | $806K |
| Intrua Financial, LLC | 0.11% | Add +7.7% | 14,376 | $682K |
| Larson Financial Group LLC | 0.05% | New | 14,376 | $682K |
| Sanctuary Advisors, LLC | 0.00% | — | 12,715 | $584K |
| Advisors Preferred, LLC | 0.09% | Add +163.3% | 10,718 | $507K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.2% | 10,692 | $507K |
| Royal Bank of Canada | 0.00% | Add +37.0% | 8,595 | $408K |
| Sequent Planning LLC | 0.13% | Reduce -7.3% | 8,228 | $389K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 7,861 | $373K |
| Fermata Advisors, LLC | 0.08% | Reduce -0.5% | 7,657 | $363K |
| Citigroup Inc. | 0.00% | New | 7,595 | $360K |
| Equitable Holdings, Inc. | 0.00% | Reduce -17.8% | 7,138 | $339K |
| RFG Advisory, LLC | 0.01% | New | 6,113 | $290K |
| Mainstay Capital Management LLC | 0.05% | No change | 5,977 | $283K |
| Flagstar Securities, Inc. | 0.08% | New | 5,959 | $283K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.8% | 5,564 | $264K |
| Global Retirement Partners, LLC | 0.01% | Add +21.7% | 5,536 | $263K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 5,326 | $252K |
| WMG Financial Advisors, LLC | 0.13% | No change | 5,260 | $249K |
| Strategic Blueprint, LLC | 0.02% | New | 5,207 | $247K |
| Davies Financial Advisors, Inc. | 0.22% | New | 5,040 | $239K |
| Independent Financial Group, LLC | 0.01% | No change | 4,747 | $225K |
| Lifeworks Advisors, LLC | 0.06% | Add +5.9% | 4,532 | $215K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.2% | 4,253 | $202K |
| Farther Finance Advisors, LLC | 0.01% | Add +205.1% | 4,201 | $199K |
| Morgan Stanley | 0.00% | Add +936.8% | 3,349 | $159K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,521 | $120K |
| Principal Securities, Inc. | 0.00% | Add +121.3% | 2,416 | $115K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.6% | 2,390 | $113K |
| Cwm, LLC | 0.00% | New | 1,889 | $90K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,000 | $47K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $45K |
| FMR LLC | 0.00% | Add +5.1% | 659 | $31K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.1% | 373 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 335 | $16K |
| Bare Financial Services, Inc | 0.01% | New | 236 | $12K |
| EdgeRock Capital LLC | 0.01% | New | 186 | $9K |
| Private Trust Co. NA | 0.00% | No change | 123 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 104 | $5K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 47 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $61 |
"% 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.