Invesco Rafi Strategic US EtIUSETF
13F holders, Q4 2025 (December 31)100holders +3
7new positions
9sold out
1famous investor
$57.17avg. 13F price*
At the end of Q4 2025, 100 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($86.2M), Envestnet Asset Management Inc. ($46.5M) and Rockefeller Capital Management L.P. ($38.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $22.9M |
| Exits | 9 | $6.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,347,417 shares bought and 259,633 shares sold, net +1,087,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| LPL Financial LLC | 0.02% | Reduce -0.6% | 1,507,912 | $86.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.3% | 813,215 | $46.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11234.5% | 671,230 | $38.4M |
| Cwm, LLC | 0.10% | Add +6.8% | 667,862 | $38.2M |
| Intelligence Driven Advisers, LLC | 5.42% | Add +0.8% | 662,742 | $37.9M |
| Osaic Holdings, Inc. | 0.04% | Add +2.4% | 493,937 | $28.2M |
| HighPoint Advisor Group LLC | 0.44% | New | 348,850 | $19.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 258,160 | $14.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.9% | 253,856 | $14.5M |
| Merit Financial Group, LLC | 0.11% | Reduce -0.8% | 239,878 | $13.7M |
| Arq Wealth Advisors, LLC | 3.04% | Add +0.1% | 196,792 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +18.1% | 179,390 | $10.3M |
| Lighthouse Wealth Management Inc. | 6.63% | Add +0.3% | 169,898 | $9.7M |
| Berkeley, Inc | 2.92% | Add +38.2% | 160,885 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.2% | 156,866 | $9.0M |
| McIlrath & Eck, LLC | 0.79% | Add +9.6% | 149,237 | $8.5M |
| MML Investors Services, LLC | 0.02% | Add +7.3% | 135,858 | $7.8M |
| Byrne Financial Freedom, LLC | 3.29% | Reduce -0.7% | 125,314 | $7.2M |
| Prosperity Wealth Management, Inc. | 2.34% | Reduce -4.4% | 123,101 | $7.0M |
| Geneos Wealth Management Inc. | 0.15% | Add +2.5% | 108,090 | $6.2M |
| PFG Advisors | 0.30% | Add +14.7% | 108,036 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.0% | 96,115 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 69,461 | $4.0M |
| World Investment Advisors | 0.06% | Add +7.8% | 67,498 | $3.9M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 54,094 | $3.1M |
| Foguth Wealth Management, LLC. | 0.47% | — | 52,423 | $3.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.83% | Reduce -13.9% | 52,104 | $3.0M |
| Nova Wealth Management, Inc. | 1.86% | Add +6.5% | 47,499 | $2.7M |
| Synergy Investment Management, LLC | 0.95% | Reduce -5.5% | 47,014 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 40,848 | $2.3M |
| Bank of America Corp. | 0.00% | Add +8.6% | 40,780 | $2.3M |
| AIFG Consultants Ltd. | 3.58% | Add +13.2% | 36,446 | $2.1M |
| Sovereign Financial Group, Inc. | 0.35% | Reduce -1.6% | 33,987 | $1.9M |
| CoreCap Advisors, LLC | 0.06% | Reduce -2.2% | 30,184 | $1.7M |
| Eagle Strategies LLC | 0.22% | Add +27.5% | 29,848 | $1.7M |
| Capital Developers, LLC | 1.43% | — | 27,857 | $1.6M |
| Vantus Wealth LLC | 1.17% | — | 27,777 | $1.6M |
| Advyzon Investment Management, LLC | 0.18% | Add +274.0% | 26,855 | $1.5M |
| Breakwater Capital Group | 0.20% | Add +2.2% | 25,160 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 22,941 | $1.3M |
| Larson Financial Group LLC | 0.04% | Add +7.6% | 23,127 | $1.3M |
| IFG Advisory, LLC | 0.05% | Reduce -14.2% | 19,869 | $1.1M |
| Centerpoint Advisory Group | 0.86% | Reduce -3.7% | 19,490 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 17,754 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -38.5% | 17,296 | $989K |
| Susquehanna International Group, LLP | 0.00% | New | 17,035 | $974K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.9% | 15,448 | $883K |
| RVW Wealth, LLC | 0.06% | Reduce -0.7% | 14,256 | $815K |
| Citadel Advisors | 0.00% | New | 13,242 | $757K |
| Sigma Planning Corp | 0.02% | Add +3.6% | 11,321 | $647K |
| Jane Street Group, LLC | 0.00% | New | 11,315 | $647K |
| Equitable Holdings, Inc. | 0.00% | Reduce -18.1% | 11,269 | $644K |
| Eaton Financial Holdings Company, LLC | 0.15% | No change | 10,067 | $575K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.3% | 9,189 | $525K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.0% | 9,174 | $524K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +1.8% | 8,681 | $496K |
| Narus Financial Partners, LLC | 0.13% | Add +2.5% | 8,247 | $471K |
| Prospera Financial Services Inc | 0.01% | Add +7.4% | 8,008 | $458K |
| Allworth Financial LP | 0.00% | Reduce -23.0% | 7,688 | $439K |
| HighTower Advisors, LLC | 0.00% | Add +20.6% | 7,417 | $424K |
| Royal Bank of Canada | 0.00% | Add +13.1% | 7,131 | $408K |
| Fermata Advisors, LLC | 0.10% | Reduce -3.9% | 7,005 | $400K |
| Titleist Asset Management, LLC | 0.03% | Reduce -5.1% | 6,885 | $394K |
| Dakota Wealth Management | 0.01% | New | 6,413 | $367K |
| FMR LLC | 0.00% | Add +169.7% | 6,357 | $363K |
| Centric Wealth Management | 0.07% | Add +0.6% | 5,658 | $339K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.4% | 5,775 | $330K |
| Sunrise Financial Services, LLC | 0.23% | — | 5,441 | $311K |
| Sound Income Strategies, LLC | 0.01% | Add +526000.0% | 5,261 | $310K |
| Flagstar Securities, Inc. | 0.10% | Reduce -9.7% | 5,400 | $309K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.8% | 5,156 | $295K |
| M.E. Allison & Co., Inc. | 0.18% | Reduce -14.0% | 4,726 | $270K |
| Principal Securities, Inc. | 0.00% | Add +4.9% | 4,503 | $257K |
| Richmond Investment Services, LLC | 0.04% | No change | 4,494 | $257K |
| IFC & Insurance Marketing, Inc. | 0.25% | — | 4,476 | $256K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +20.6% | 4,377 | $250K |
| Independent Financial Group, LLC | 0.01% | No change | 4,329 | $247K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.4% | 4,202 | $240K |
| CCG Wealth Management, LLC | 0.10% | New | 4,166 | $238K |
| Corient Private Wealth LP | 0.00% | No change | 4,058 | $234K |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 3,993 | $228K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 3,004 | $172K |
| Hughes Financial Services, LLC | 0.02% | Add +58.1% | 2,553 | $146K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $137K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,495 | $85K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,305 | $75K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,237 | $71K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $43K |
| AE Wealth Management LLC | 0.00% | No change | 646 | $37K |
| UBS Group AG | 0.00% | Reduce -74.8% | 562 | $32K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 548 | $31K |
| Highline Wealth Partners LLC | 0.01% | No change | 493 | $28K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 441 | $25K |
| Root Financial Partners, LLC | 0.00% | Reduce -62.8% | 405 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 395 | $23K |
| Russell Investments Group, Ltd. | 0.00% | No change | 291 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 266 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3 | $172 |
"% 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.