Invesco Rafi Strategic US EtIUSETF
13F holders, Q2 2025 (June 30)98holders +2
11new positions
8sold out
1famous investor
$51.44avg. 13F price*
At the end of Q2 2025, 98 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 2 from Q1 2025. 11 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($74.4M), Envestnet Asset Management Inc. ($35.3M) and Intelligence Driven Advisers, LLC ($28.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.8M |
| Exits | 8 | $8.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,011,148 shares bought and 890,234 shares sold, net +120,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| LPL Financial LLC | 0.02% | Add +11.5% | 1,445,230 | $74.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +81.2% | 684,623 | $35.3M |
| Intelligence Driven Advisers, LLC | 4.30% | Add +42.6% | 553,625 | $28.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -4.2% | 456,777 | $23.5M |
| RFG - Bristol Wealth Advisors, LLC | 4.37% | Reduce -41.2% | 273,733 | $14.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 251,426 | $12.9M |
| Merit Financial Group, LLC | 0.14% | Reduce -2.8% | 236,620 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 226,139 | $11.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -12.4% | 220,557 | $11.4M |
| Arq Wealth Advisors, LLC | 3.53% | No change | 208,138 | $10.3M |
| Lighthouse Wealth Management Inc. | 7.58% | Reduce -1.4% | 170,065 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -46.6% | 141,984 | $7.3M |
| Prosperity Wealth Management, Inc. | 2.50% | Add +22.5% | 131,010 | $6.7M |
| McIlrath & Eck, LLC | 0.76% | Add +6.5% | 129,200 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +29.2% | 122,507 | $6.3M |
| IFG Advisory, LLC | 0.31% | Add +0.5% | 120,660 | $6.2M |
| Kingsview Wealth Management, LLC | 0.10% | Add +0.2% | 115,203 | $5.9M |
| Berkeley, Inc | 1.99% | New | 107,390 | $5.5M |
| Byrne Financial Freedom, LLC | 2.70% | Add +12.5% | 104,932 | $5.4M |
| PFG Advisors | 0.22% | Add +8.3% | 92,919 | $4.8M |
| Geneos Wealth Management Inc. | 0.12% | Add +15.8% | 92,682 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.0% | 86,886 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 69,757 | $3.6M |
| World Investment Advisors | 0.08% | Reduce -37.2% | 67,919 | $3.5M |
| Tandem Financial, LLC | 3.20% | New | 66,181 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +85.3% | 58,901 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.9% | 47,630 | $2.5M |
| Nova Wealth Management, Inc. | 1.65% | Add +32.1% | 43,665 | $2.2M |
| Davies Financial Advisors, Inc. | 1.53% | Reduce -11.3% | 38,320 | $2.0M |
| Sovereign Financial Group, Inc. | 0.40% | Reduce -4.6% | 37,330 | $1.9M |
| AIFG Consultants Ltd. | 3.47% | Reduce -3.5% | 34,518 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.4% | 33,948 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Reduce -2.4% | 31,331 | $1.6M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -71.9% | 29,029 | $1.5M |
| Larson Financial Group LLC | 0.06% | Reduce -0.5% | 28,893 | $1.5M |
| Foguth Wealth Management, LLC. | 0.32% | Reduce -73.5% | 28,664 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -31.3% | 27,160 | $1.4M |
| Breakwater Capital Group | 0.22% | Add +71.8% | 26,395 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +226.9% | 23,536 | $1.2M |
| Centerpoint Advisory Group | 0.95% | Reduce -7.5% | 21,232 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 18,789 | $968K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 16,777 | $864K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.8% | 15,981 | $823K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 14,530 | $748K |
| RVW Wealth, LLC | 0.06% | Reduce -0.2% | 14,367 | $740K |
| Compound Planning, Inc. | 0.03% | New | 13,828 | $712K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -7.7% | 13,130 | $676K |
| Citadel Advisors | 0.00% | Reduce -14.2% | 12,944 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 11,157 | $575K |
| Sigma Planning Corp | 0.02% | Reduce -3.2% | 10,900 | $561K |
| Lokken Investment Group LLC | 0.21% | Add +39.9% | 10,689 | $550K |
| Eaton Financial Holdings Company, LLC | 0.16% | Reduce -45.7% | 10,380 | $535K |
| Allworth Financial LP | 0.00% | Reduce -2.7% | 10,155 | $523K |
| Mainstay Capital Management LLC | 0.02% | Add +22.4% | 8,428 | $434K |
| Titleist Asset Management, LLC | 0.04% | Reduce -58.6% | 7,887 | $406K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -65.2% | 7,813 | $402K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.5% | 7,775 | $400K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.8% | 7,428 | $383K |
| Fermata Advisors, LLC | 0.10% | Reduce -0.0% | 7,255 | $374K |
| Prospera Financial Services Inc | 0.01% | Reduce -20.4% | 7,147 | $368K |
| Royal Bank of Canada | 0.00% | Reduce -36.0% | 6,245 | $322K |
| Flagstar Securities, Inc. | 0.09% | Reduce -5.0% | 5,964 | $307K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -56.4% | 5,914 | $304K |
| HighTower Advisors, LLC | 0.00% | New | 5,695 | $293K |
| Centric Wealth Management | 0.07% | Add +0.3% | 5,559 | $290K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 5,495 | $283K |
| WMG Financial Advisors, LLC | 0.10% | No change | 5,260 | $271K |
| Richmond Investment Services, LLC | 0.05% | New | 4,494 | $231K |
| Independent Financial Group, LLC | 0.01% | Add +1.2% | 4,329 | $223K |
| Principal Securities, Inc. | 0.00% | Add +16.2% | 4,193 | $216K |
| Betterment LLC | 0.00% | New | 4,159 | $214K |
| Corient Private Wealth LP | 0.00% | New | 4,043 | $208K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -13.8% | 4,023 | $207K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.8% | 3,991 | $206K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -16.8% | 3,972 | $205K |
| RFG Advisory, LLC | 0.00% | Reduce -51.2% | 3,957 | $204K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -17.2% | 3,905 | $201K |
| Arax Advisory Partners | 0.01% | New | 2,995 | $154K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $123K |
| FMR LLC | 0.00% | Add +214.9% | 2,340 | $121K |
| UBS Group AG | 0.00% | No change | 2,235 | $115K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,615 | $84K |
| Cwm, LLC | 0.00% | Reduce -46.6% | 1,398 | $72K |
| Global Retirement Partners, LLC | 0.00% | — | 1,360 | $70K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,305 | $67K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,164 | $60K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $39K |
| AE Wealth Management LLC | 0.00% | No change | 673 | $35K |
| Morgan Stanley | 0.00% | Reduce -5.5% | 548 | $28K |
| Highline Wealth Partners LLC | 0.01% | New | 493 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.3% | 291 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -12.5% | 35 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3 | $155 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $55 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $53 |
"% 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.