Invesco Rafi Strategic US EtIUSETF
13F holders, Q3 2024 (September 30)75holders +6
11new positions
6sold out
1famous investor
$50.27avg. 13F price*
At the end of Q3 2024, 75 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 6 from Q2 2024. 11 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($49.1M), Aveo Capital Partners, LLC ($27.1M) and Osaic Holdings, Inc. ($22.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.0M |
| Exits | 6 | $5.2M |
All 13F filers, Q2 2024 → Q3 2024: 925,309 shares bought and 282,547 shares sold, net +642,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| LPL Financial LLC | 0.02% | Add +18.4% | 975,675 | $49.1M |
| Aveo Capital Partners, LLC | 2.88% | Add +4.3% | 538,086 | $27.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.8% | 442,894 | $22.3M |
| Intelligence Driven Advisers, LLC | 3.11% | Add +20.1% | 432,798 | $21.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +188.6% | 294,406 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.2% | 288,549 | $14.5M |
| Titleist Asset Management, LLC | 1.80% | Add +1.3% | 247,353 | $12.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.8% | 242,473 | $12.2M |
| Merit Financial Group, LLC | 0.24% | Reduce -14.0% | 215,822 | $10.9M |
| Arq Wealth Advisors, LLC | 3.78% | Add +2.1% | 201,454 | $10.0M |
| McIlrath & Eck, LLC | 0.77% | Add +6.5% | 119,585 | $6.0M |
| Kingsview Wealth Management, LLC | 0.12% | Add +4.8% | 117,897 | $5.9M |
| IFG Advisory, LLC | 0.37% | Add +53.6% | 114,593 | $5.8M |
| Bridge Advisory, LLC | 2.65% | Add +0.3% | 110,771 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +41.3% | 110,730 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.6% | 105,892 | $5.3M |
| Prosperity Wealth Management, Inc. | 1.97% | Add +1.1% | 98,122 | $4.9M |
| Signal Advisors Wealth, LLC | 0.60% | New | 83,802 | $4.2M |
| Eaton Financial Holdings Company, LLC | 1.71% | — | 83,377 | $4.2M |
| Foguth Wealth Management, LLC. | 1.51% | Add +30.6% | 83,249 | $4.2M |
| PFG Advisors | 0.25% | Reduce -1.7% | 80,037 | $4.0M |
| Geneos Wealth Management Inc. | 0.15% | Add +0.3% | 79,122 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.5% | 65,417 | $3.3M |
| World Investment Advisors | 0.10% | New | 60,239 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +62.5% | 59,849 | $3.0M |
| Zimmermann Investment Management & Planning LLC | 0.60% | Reduce -73.9% | 38,922 | $2.0M |
| CoreCap Advisors, LLC | 0.08% | Add +4.3% | 32,614 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 31,106 | $1.6M |
| Bank of America Corp. | 0.00% | Add +21.4% | 27,825 | $1.4M |
| AIFG Consultants Ltd. | 1.05% | New | 27,572 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | New | 27,536 | $1.4M |
| Sovereign Financial Group, Inc. | 0.31% | New | 26,268 | $1.3M |
| RVW Wealth, LLC | 0.11% | Add +10.6% | 23,681 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 16,864 | $848K |
| Davies Financial Advisors, Inc. | 0.71% | Add +220.1% | 16,133 | $811K |
| Larson Financial Group LLC | 0.04% | Add +7.2% | 15,412 | $775K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.3% | 11,148 | $561K |
| Advisors Preferred, LLC | 0.08% | Add +2.8% | 11,015 | $552K |
| Citadel Advisors | 0.00% | New | 10,668 | $537K |
| Sequent Planning LLC | 0.14% | Add +0.4% | 8,262 | $416K |
| RFG Advisory, LLC | 0.01% | Add +29.5% | 7,919 | $398K |
| Fermata Advisors, LLC | 0.08% | Add +0.8% | 7,718 | $388K |
| JPMorgan Chase & Co. | 0.00% | Add +1955.2% | 7,666 | $386K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,660 | $385K |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 7,584 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.6% | 7,500 | $377K |
| Strategic Blueprint, LLC | 0.02% | Add +38.2% | 7,194 | $362K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.5% | 6,743 | $339K |
| Centric Wealth Management | 0.09% | New | 6,564 | $337K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +19.2% | 6,350 | $319K |
| Mainstay Capital Management LLC | 0.05% | Reduce -1.9% | 5,866 | $295K |
| Flagstar Securities, Inc. | 0.07% | Reduce -1.9% | 5,848 | $294K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.3% | 5,327 | $268K |
| Lifeworks Advisors, LLC | 0.05% | Add +16.6% | 5,284 | $266K |
| WMG Financial Advisors, LLC | 0.12% | No change | 5,260 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +19.4% | 5,080 | $256K |
| AllGen Financial Advisors, Inc. | 0.08% | New | 4,665 | $235K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.7% | 4,522 | $227K |
| Sigma Planning Corp | 0.01% | New | 4,079 | $205K |
| Principal Securities, Inc. | 0.00% | Add +50.1% | 3,626 | $182K |
| Cwm, LLC | 0.00% | Add +49.7% | 2,827 | $142K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $120K |
| Global Retirement Partners, LLC | 0.00% | Reduce -75.1% | 1,377 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $50K |
| FMR LLC | 0.00% | Add +46.0% | 962 | $48K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.9% | 961 | $48K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $47K |
| Morgan Stanley | 0.00% | Reduce -82.0% | 604 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 335 | $17K |
| Bare Financial Services, Inc | 0.00% | No change | 236 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -22.8% | 95 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.1% | 56 | $3K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +2.1% | 48 | $2K |
| Spire Wealth Management | 0.00% | New | 22 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $63 |
"% 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.