Invesco Rafi Strategic US EtIUSETF
13F holders, Q4 2024 (December 31)91holders +16
12new positions
4sold out
$49.70avg. 13F price*
At the end of Q4 2024, 91 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 16 from Q3 2024. 12 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($51.3M), Aveo Capital Partners, LLC ($26.4M) and Osaic Holdings, Inc. ($24.0M).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.0M |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 665,412 shares bought and 198,303 shares sold, net +467,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| LPL Financial LLC | 0.02% | Add +5.9% | 1,033,281 | $51.3M |
| Aveo Capital Partners, LLC | 2.89% | Reduce -1.2% | 531,838 | $26.4M |
| Osaic Holdings, Inc. | 0.05% | Add +9.1% | 482,967 | $24.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.3% | 392,541 | $19.5M |
| Intelligence Driven Advisers, LLC | 3.24% | Reduce -19.9% | 346,504 | $17.2M |
| Merit Financial Group, LLC | 0.26% | Add +32.5% | 286,049 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.7% | 280,730 | $13.9M |
| Raymond James Financial Inc. | 0.00% | — | 242,679 | $12.1M |
| Titleist Asset Management, LLC | 1.30% | Reduce -8.2% | 227,203 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +102.8% | 214,803 | $10.7M |
| Arq Wealth Advisors, LLC | 3.91% | Add +2.6% | 206,682 | $10.3M |
| RFG - Bristol Wealth Advisors, LLC | 3.10% | — | 189,953 | $9.4M |
| Lighthouse Wealth Management Inc. | 7.76% | — | 170,533 | $8.5M |
| IFG Advisory, LLC | 0.47% | Add +45.6% | 166,901 | $8.3M |
| McIlrath & Eck, LLC | 0.79% | Add +4.8% | 125,304 | $6.2M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -0.5% | 117,355 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +4.2% | 115,383 | $5.7M |
| Byrne Financial Freedom, LLC | 2.43% | — | 110,001 | $5.5M |
| Foguth Wealth Management, LLC. | 1.32% | Add +17.3% | 97,672 | $5.0M |
| Prosperity Wealth Management, Inc. | 2.07% | Add +2.8% | 100,911 | $5.0M |
| Signal Advisors Wealth, LLC | 0.52% | Add +10.7% | 92,806 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.0% | 85,673 | $4.3M |
| PFG Advisors | 0.25% | Add +3.3% | 82,682 | $4.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +1.1% | 79,973 | $4.0M |
| World Investment Advisors | 0.09% | Add +9.2% | 65,761 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 61,331 | $3.0M |
| Independent Advisor Alliance | 0.03% | New | 47,841 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +35.8% | 37,388 | $1.9M |
| Sovereign Financial Group, Inc. | 0.42% | Add +40.4% | 36,883 | $1.8M |
| AIFG Consultants Ltd. | 2.99% | Add +33.7% | 36,852 | $1.8M |
| Eaton Financial Holdings Company, LLC | 0.66% | Reduce -58.9% | 34,254 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Add +1.7% | 33,157 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 32,301 | $1.6M |
| Nova Wealth Management, Inc. | 1.34% | — | 31,096 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 27,465 | $1.4M |
| Centerpoint Advisory Group | 1.11% | — | 23,080 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -9.2% | 21,511 | $1.1M |
| Davies Financial Advisors, Inc. | 0.82% | Add +19.8% | 19,334 | $960K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.1% | 16,846 | $837K |
| Larson Financial Group LLC | 0.04% | Add +7.8% | 16,618 | $825K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,156 | $653K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 12,988 | $645K |
| Synergy Investment Management, LLC | 0.27% | — | 12,508 | $621K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.0% | 11,143 | $553K |
| Royal Bank of Canada | 0.00% | Add +38.7% | 10,518 | $522K |
| Allworth Financial LP | 0.00% | New | 10,003 | $512K |
| Susquehanna International Group, LLP | 0.00% | New | 9,620 | $478K |
| Sequent Planning LLC | 0.15% | Add +0.4% | 8,294 | $412K |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 8,259 | $410K |
| RFG Advisory, LLC | 0.01% | Add +1.9% | 8,071 | $401K |
| Fermata Advisors, LLC | 0.07% | Add +1.3% | 7,820 | $388K |
| Breakwater Capital Group | 0.08% | New | 7,778 | $386K |
| Prospera Financial Services Inc | 0.01% | New | 7,773 | $386K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 7,660 | $380K |
| Strategic Blueprint, LLC | 0.02% | Add +5.5% | 7,590 | $377K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,500 | $373K |
| BridgePort Financial Solutions, LLC | 0.15% | — | 6,445 | $326K |
| Flagstar Securities, Inc. | 0.08% | Add +11.3% | 6,509 | $323K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.4% | 6,375 | $316K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.8% | 5,950 | $296K |
| Centric Wealth Management | 0.08% | Reduce -13.2% | 5,696 | $283K |
| Mainstay Capital Management LLC | 0.04% | Reduce -3.9% | 5,639 | $280K |
| M.E. Allison & Co., Inc. | 0.30% | — | 5,495 | $273K |
| AllGen Financial Advisors, Inc. | 0.09% | Add +15.5% | 5,389 | $268K |
| WMG Financial Advisors, LLC | 0.11% | No change | 5,260 | $261K |
| Lokken Investment Group LLC | 0.11% | New | 4,996 | $248K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -6.4% | 4,948 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.7% | 4,759 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -10.0% | 4,570 | $227K |
| UBS Group AG | 0.00% | New | 4,435 | $220K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.2% | 4,422 | $220K |
| Sigma Planning Corp | 0.01% | Add +5.8% | 4,317 | $214K |
| Wells Fargo & Company | 0.00% | Add +417900.0% | 4,180 | $208K |
| Principal Securities, Inc. | 0.00% | Reduce -0.5% | 3,608 | $179K |
| Cwm, LLC | 0.00% | No change | 2,827 | $140K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $119K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,380 | $69K |
| Parvin Asset Management, LLC | 0.07% | — | 1,305 | $65K |
| Harbour Investments, Inc. | 0.00% | Add +16.6% | 1,121 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $50K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $47K |
| FMR LLC | 0.00% | Reduce -5.6% | 908 | $45K |
| AE Wealth Management LLC | 0.00% | New | 673 | $33K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 597 | $30K |
| Millstone Evans Group, LLC | 0.01% | — | 260 | $13K |
| Bare Financial Services, Inc | 0.00% | No change | 236 | $12K |
| Kestra Investment Management, LLC | 0.00% | New | 206 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -28.4% | 68 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 56 | $3K |
| Spire Wealth Management | 0.00% | No change | 22 | $1K |
| IFP Advisors, Inc | 0.00% | New | 20 | $993 |
"% 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.