Invesco Rafi Strategic US EtIUSETF
13F holders, Q3 2025 (September 30)97holders −1
11new positions
8sold out
$55.15avg. 13F price*
At the end of Q3 2025, 97 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, down 1 from Q2 2025. 11 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($83.8M), Envestnet Asset Management Inc. ($42.6M) and Intelligence Driven Advisers, LLC ($36.3M).
- Company
- Invesco Rafi Strategic US Et
- CUSIP
- 46138J742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.7M |
| Exits | 8 | $6.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,338,344 shares bought and 763,845 shares sold, net +574,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| LPL Financial LLC | 0.02% | Add +5.0% | 1,517,161 | $83.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 772,489 | $42.6M |
| Intelligence Driven Advisers, LLC | 5.03% | Add +18.8% | 657,759 | $36.3M |
| Cwm, LLC | 0.10% | Add +44648.5% | 625,584 | $34.5M |
| Osaic Holdings, Inc. | 0.04% | Add +5.6% | 482,271 | $26.1M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 259,150 | $14.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +13.0% | 249,167 | $13.8M |
| Merit Financial Group, LLC | 0.12% | Add +2.2% | 241,858 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 224,747 | $12.4M |
| Arq Wealth Advisors, LLC | 3.21% | Reduce -5.6% | 196,574 | $10.9M |
| Lighthouse Wealth Management Inc. | 7.59% | Reduce -0.4% | 169,437 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.07% | New | 151,880 | $8.4M |
| McIlrath & Eck, LLC | 0.78% | Add +5.3% | 136,118 | $7.5M |
| Prosperity Wealth Management, Inc. | 2.41% | Reduce -1.7% | 128,786 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +3.3% | 126,560 | $7.0M |
| Byrne Financial Freedom, LLC | 3.47% | Add +20.2% | 126,155 | $7.0M |
| Berkeley, Inc | 2.07% | Add +8.4% | 116,406 | $6.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +13.8% | 105,478 | $5.8M |
| PFG Advisors | 0.21% | Add +1.4% | 94,213 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.4% | 89,857 | $5.0M |
| Tandem Financial, LLC | 1.53% | Add +12.7% | 74,597 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +56.1% | 74,367 | $4.1M |
| World Investment Advisors | 0.07% | Reduce -7.8% | 62,587 | $3.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.97% | Reduce -77.9% | 60,545 | $3.3M |
| Cetera Investment Advisers | 0.00% | Reduce -15.3% | 59,076 | $3.3M |
| Synergy Investment Management, LLC | 1.05% | New | 49,768 | $2.7M |
| Nova Wealth Management, Inc. | 1.73% | Add +2.2% | 44,622 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.6% | 44,575 | $2.5M |
| Bank of America Corp. | 0.00% | Add +38.3% | 37,560 | $2.1M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -7.4% | 34,552 | $1.9M |
| AIFG Consultants Ltd. | 3.13% | Reduce -6.7% | 32,196 | $1.8M |
| CoreCap Advisors, LLC | 0.06% | Reduce -1.5% | 30,865 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.1% | 28,127 | $1.6M |
| Breakwater Capital Group | 0.20% | Reduce -6.8% | 24,612 | $1.4M |
| Eagle Strategies LLC | 0.17% | New | 23,412 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 23,257 | $1.3M |
| IFG Advisory, LLC | 0.06% | Reduce -80.8% | 23,159 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +49.5% | 21,726 | $1.2M |
| Larson Financial Group LLC | 0.04% | Reduce -25.6% | 21,488 | $1.2M |
| Centerpoint Advisory Group | 0.87% | Reduce -4.7% | 20,240 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.8% | 17,881 | $987K |
| RVW Wealth, LLC | 0.06% | Reduce -0.1% | 14,356 | $793K |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.9% | 13,756 | $759K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.6% | 11,092 | $612K |
| Sigma Planning Corp | 0.02% | Add +0.3% | 10,930 | $603K |
| Eaton Financial Holdings Company, LLC | 0.16% | Reduce -3.0% | 10,067 | $556K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 9,990 | $552K |
| GTS Securities LLC | 0.02% | New | 9,882 | $546K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -91.8% | 9,458 | $522K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +54.9% | 9,159 | $505K |
| Lokken Investment Group LLC | 0.16% | Reduce -19.7% | 8,586 | $474K |
| Onyx Bridge Wealth Group LLC | 0.05% | New | 8,527 | $471K |
| Narus Financial Partners, LLC | 0.12% | New | 8,046 | $444K |
| Prospera Financial Services Inc | 0.01% | Add +4.3% | 7,457 | $412K |
| Fermata Advisors, LLC | 0.10% | Add +0.4% | 7,287 | $402K |
| Titleist Asset Management, LLC | 0.04% | Reduce -8.0% | 7,258 | $401K |
| Advyzon Investment Management, LLC | 0.07% | New | 7,181 | $396K |
| Royal Bank of Canada | 0.00% | Add +1.0% | 6,308 | $348K |
| HighTower Advisors, LLC | 0.00% | Add +8.0% | 6,150 | $340K |
| Flagstar Securities, Inc. | 0.10% | Add +0.3% | 5,981 | $330K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -90.0% | 5,922 | $327K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -21.9% | 5,799 | $320K |
| Centric Wealth Management | 0.07% | Add +1.2% | 5,625 | $316K |
| Old Mission Capital LLC | 0.01% | New | 5,670 | $313K |
| M.E. Allison & Co., Inc. | 0.21% | No change | 5,495 | $303K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.7% | 5,413 | $299K |
| WMG Financial Advisors, LLC | 0.10% | No change | 5,260 | $290K |
| Richmond Investment Services, LLC | 0.05% | No change | 4,494 | $248K |
| Independent Financial Group, LLC | 0.01% | No change | 4,329 | $239K |
| Principal Securities, Inc. | 0.00% | Add +2.4% | 4,293 | $237K |
| Mainstay Capital Management LLC | 0.02% | Reduce -50.0% | 4,214 | $233K |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 4,058 | $224K |
| Lifeworks Advisors, LLC | 0.03% | Add +0.7% | 4,051 | $224K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 3,966 | $219K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.4% | 3,877 | $214K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -72.3% | 3,630 | $200K |
| Arax Advisory Partners | 0.00% | Add +0.1% | 2,999 | $166K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $132K |
| FMR LLC | 0.00% | Add +0.7% | 2,357 | $130K |
| UBS Group AG | 0.00% | No change | 2,235 | $123K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,615 | $91K |
| Global Retirement Partners, LLC | 0.00% | Add +9.6% | 1,490 | $82K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,305 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +5.8% | 1,232 | $68K |
| Root Financial Partners, LLC | 0.00% | New | 1,090 | $60K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $41K |
| US Bancorp \de | 0.00% | New | 737 | $41K |
| AE Wealth Management LLC | 0.00% | Reduce -4.0% | 646 | $36K |
| Morgan Stanley | 0.00% | Add +0.2% | 549 | $30K |
| Highline Wealth Partners LLC | 0.01% | No change | 493 | $27K |
| Assetmark, Inc. | 0.00% | New | 410 | $23K |
| Russell Investments Group, Ltd. | 0.00% | No change | 291 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -34.3% | 23 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3 | $166 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $49 |
"% 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.