Invesco Rafi Strategic US EtIUSETF
13F holders, Q1 2025 (March 31)96holders +5
10new positions
4sold out
1famous investor
$49.27avg. 13F price*
At the end of Q1 2025, 96 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 5 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($64.0M), Aveo Capital Partners, LLC ($29.3M) and Osaic Holdings, Inc. ($23.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $20.9M |
| Exits | 4 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,439,113 shares bought and 496,847 shares sold, net +942,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| LPL Financial LLC | 0.02% | Add +25.4% | 1,296,065 | $64.0M |
| Aveo Capital Partners, LLC | 4.88% | Add +14.3% | 607,884 | $29.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.3% | 476,726 | $23.5M |
| RFG - Bristol Wealth Advisors, LLC | 7.70% | Add +144.9% | 465,251 | $23.0M |
| Intelligence Driven Advisers, LLC | 3.69% | Add +12.1% | 388,266 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.7% | 377,845 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.3% | 265,874 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 252,259 | $12.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +17.2% | 251,789 | $12.4M |
| Merit Financial Group, LLC | 0.18% | Reduce -14.9% | 243,358 | $12.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 226,139 | $11.2M |
| Arq Wealth Advisors, LLC | 3.81% | Add +0.7% | 208,138 | $10.3M |
| Lighthouse Wealth Management Inc. | 7.80% | Add +1.1% | 172,394 | $8.5M |
| McIlrath & Eck, LLC | 0.74% | Reduce -3.2% | 121,278 | $6.0M |
| IFG Advisory, LLC | 0.33% | Reduce -28.1% | 120,081 | $5.9M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -2.0% | 114,973 | $5.7M |
| World Investment Advisors | 0.14% | Add +64.4% | 108,119 | $5.3M |
| Foguth Wealth Management, LLC. | 1.29% | Add +10.6% | 108,048 | $5.3M |
| Prosperity Wealth Management, Inc. | 2.48% | Add +6.0% | 106,973 | $5.3M |
| Signal Advisors Wealth, LLC | 0.50% | Add +11.4% | 103,426 | $5.1M |
| Clear Creek Financial Management, LLC | 0.50% | New | 97,638 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -17.8% | 94,840 | $4.7M |
| Byrne Financial Freedom, LLC | 2.62% | Reduce -15.2% | 93,287 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.8% | 91,506 | $4.5M |
| PFG Advisors | 0.24% | Add +3.8% | 85,828 | $4.2M |
| Geneos Wealth Management Inc. | 0.13% | Add +0.1% | 80,063 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +560.2% | 63,513 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 62,343 | $3.1M |
| Davies Financial Advisors, Inc. | 1.82% | Add +123.4% | 43,185 | $2.1M |
| Bank of America Corp. | 0.00% | Add +43.9% | 39,530 | $2.0M |
| Sovereign Financial Group, Inc. | 0.45% | Add +6.1% | 39,143 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.9% | 38,745 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +188.7% | 37,492 | $1.9M |
| AIFG Consultants Ltd. | 2.91% | Reduce -2.9% | 35,777 | $1.8M |
| Nova Wealth Management, Inc. | 1.41% | Add +6.3% | 33,062 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Reduce -3.2% | 32,097 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +141.6% | 31,786 | $1.6M |
| Synergy Investment Management, LLC | 0.64% | Add +149.6% | 31,223 | $1.5M |
| Larson Financial Group LLC | 0.07% | Add +74.7% | 29,025 | $1.4M |
| Centerpoint Advisory Group | 1.11% | Reduce -0.6% | 22,952 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | New | 22,445 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.39% | Reduce -44.2% | 19,104 | $943K |
| Titleist Asset Management, LLC | 0.11% | Reduce -91.6% | 19,070 | $941K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 19,011 | $938K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 19,011 | $938K |
| Equitable Holdings, Inc. | 0.01% | Add +188.3% | 17,152 | $847K |
| Breakwater Capital Group | 0.14% | Add +97.5% | 15,359 | $758K |
| NewEdge Advisors, LLC | 0.00% | Reduce -59.4% | 15,188 | $750K |
| Citadel Advisors | 0.00% | New | 15,094 | $745K |
| AllGen Financial Advisors, Inc. | 0.21% | Add +167.5% | 14,414 | $711K |
| RVW Wealth, LLC | 0.07% | Reduce -33.0% | 14,402 | $711K |
| Redhawk Wealth Advisors, Inc. | 0.09% | New | 14,217 | $702K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +112.8% | 13,569 | $669K |
| BridgePort Financial Solutions, LLC | 0.26% | Add +82.1% | 11,739 | $579K |
| Sigma Planning Corp | 0.02% | Add +160.7% | 11,256 | $556K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.0% | 11,140 | $550K |
| JPMorgan Chase & Co. | 0.00% | Add +33.4% | 11,018 | $544K |
| Allworth Financial LP | 0.00% | Add +4.4% | 10,440 | $495K |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 9,761 | $482K |
| Prospera Financial Services Inc | 0.01% | Add +15.5% | 8,981 | $443K |
| RFG Advisory, LLC | 0.01% | Add +0.5% | 8,107 | $400K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 7,660 | $378K |
| Lokken Investment Group LLC | 0.16% | Add +52.9% | 7,641 | $377K |
| Strategic Blueprint, LLC | 0.02% | No change | 7,590 | $375K |
| GTS Securities LLC | 0.02% | New | 7,329 | $362K |
| Fermata Advisors, LLC | 0.06% | Reduce -7.2% | 7,258 | $358K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.0% | 7,200 | $355K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -58.3% | 7,022 | $347K |
| Mainstay Capital Management LLC | 0.05% | Add +22.1% | 6,885 | $340K |
| Flagstar Securities, Inc. | 0.08% | Reduce -3.6% | 6,277 | $310K |
| Centric Wealth Management | 0.07% | Reduce -2.7% | 5,542 | $274K |
| M.E. Allison & Co., Inc. | 0.27% | No change | 5,495 | $271K |
| WMG Financial Advisors, LLC | 0.11% | No change | 5,260 | $260K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.4% | 4,771 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.9% | 4,714 | $233K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -5.7% | 4,665 | $230K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.3% | 4,277 | $211K |
| Principal Securities, Inc. | 0.00% | No change | 3,608 | $179K |
| Wells Fargo & Company | 0.00% | Reduce -30.4% | 2,908 | $144K |
| Cwm, LLC | 0.00% | Reduce -7.4% | 2,618 | $129K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $118K |
| UBS Group AG | 0.00% | Reduce -49.6% | 2,235 | $110K |
| Hughes Financial Services, LLC | 0.02% | New | 1,615 | $80K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,305 | $64K |
| Harbour Investments, Inc. | 0.00% | Add +3.4% | 1,159 | $57K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.0% | 750 | $37K |
| FMR LLC | 0.00% | Reduce -18.2% | 743 | $37K |
| AE Wealth Management LLC | 0.00% | No change | 673 | $33K |
| Morgan Stanley | 0.00% | Reduce -2.9% | 580 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Add +800.0% | 504 | $25K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $13K |
| IAG Wealth Partners, LLC | 0.00% | New | 257 | $13K |
| Spire Wealth Management | 0.00% | Add +450.0% | 121 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -41.2% | 40 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $987 |
"% 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.