Invesco Rafi Strategic US EtIUSETF
13F holders, Q1 2026 (March 31)104holders +4
12new positions
5sold out
1famous investor
$57.95avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding Invesco Rafi Strategic US Et (IUS) in their 13F filings, up 4 from Q4 2025. 12 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($87.3M), Envestnet Asset Management Inc. ($52.1M) and Cwm, LLC ($40.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $18.6M |
| Exits | 5 | $1.7M |
All 13F filers, Q4 2025 → Q1 2026: 709,714 shares bought and 482,005 shares sold, net +227,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| LPL Financial LLC | 0.02% | Reduce -0.0% | 1,507,398 | $87.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 899,591 | $52.1M |
| Cwm, LLC | 0.11% | Add +5.0% | 701,425 | $40.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.6% | 675,441 | $39.1M |
| Intelligence Driven Advisers, LLC | 5.55% | Reduce -17.0% | 550,031 | $31.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -9.3% | 448,169 | $26.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.5% | 270,283 | $15.7M |
| HighPoint Advisor Group LLC | 0.65% | Reduce -22.9% | 268,943 | $15.6M |
| Merit Financial Group, LLC | 0.11% | Add +2.1% | 244,843 | $14.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.0% | 240,166 | $13.9M |
| Berkeley, Inc | 4.20% | Add +34.5% | 216,382 | $12.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +15.2% | 206,648 | $12.0M |
| Arq Wealth Advisors, LLC | 2.12% | Add +3.3% | 203,325 | $11.8M |
| MML Investors Services, LLC | 0.03% | Add +44.8% | 196,724 | $11.4M |
| Lighthouse Wealth Management Inc. | 6.87% | Add +2.8% | 174,573 | $10.1M |
| McIlrath & Eck, LLC | 0.68% | Add +3.9% | 155,035 | $9.0M |
| Byrne Financial Freedom, LLC | 3.54% | Add +2.0% | 127,824 | $7.4M |
| PFG Advisors | 0.32% | Add +5.0% | 113,417 | $6.6M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -4.7% | 103,007 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.7% | 99,662 | $5.8M |
| Tandem Financial, LLC | 1.74% | New | 88,623 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.4% | 84,326 | $4.9M |
| Professional Financial Advisors, LLC | 0.88% | New | 74,557 | $4.3M |
| Independent Advisor Alliance | 0.04% | New | 71,730 | $4.2M |
| World Investment Advisors | 0.07% | Add +3.7% | 69,973 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.3% | 66,984 | $3.9M |
| Synergy Investment Management, LLC | 1.12% | Add +25.7% | 59,089 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 54,044 | $3.1M |
| Nova Wealth Management, Inc. | 2.01% | Add +12.1% | 53,240 | $3.1M |
| GTS Securities LLC | 0.11% | New | 51,239 | $3.0M |
| Bank of America Corp. | 0.00% | Add +4.2% | 42,481 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 40,621 | $2.4M |
| Foguth Wealth Management, LLC. | 0.25% | Reduce -38.1% | 32,429 | $2.1M |
| Sovereign Financial Group, Inc. | 0.34% | Add +0.1% | 34,028 | $2.0M |
| Eagle Strategies LLC | 0.23% | Add +11.4% | 33,258 | $1.9M |
| CoreCap Advisors, LLC | 0.06% | Reduce -6.8% | 28,145 | $1.6M |
| Advyzon Investment Management, LLC | 0.15% | Add +4.8% | 28,136 | $1.6M |
| Capital Developers, LLC | 1.43% | Reduce -1.5% | 27,450 | $1.6M |
| CCG Wealth Management, LLC | 0.43% | Add +550.2% | 27,088 | $1.6M |
| Breakwater Capital Group | 0.20% | Add +1.3% | 25,478 | $1.5M |
| Larson Financial Group LLC | 0.04% | Add +4.9% | 24,256 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.3% | 22,421 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.32% | Reduce -60.4% | 20,652 | $1.2M |
| Centerpoint Advisory Group | 0.83% | Reduce -2.6% | 18,975 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.7% | 15,613 | $904K |
| RVW Wealth, LLC | 0.06% | Reduce -5.3% | 13,497 | $782K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.3% | 13,060 | $756K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.6% | 12,884 | $746K |
| Royal Bank of Canada | 0.00% | Add +60.3% | 11,430 | $662K |
| Integrated Wealth Concepts LLC | 0.01% | New | 11,052 | $640K |
| Sigma Planning Corp | 0.02% | Reduce -3.3% | 10,945 | $634K |
| Citadel Advisors | 0.00% | Reduce -20.9% | 10,473 | $607K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.3% | 9,220 | $534K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.4% | 8,771 | $508K |
| Valued Retirements, Inc. | 0.48% | New | 8,453 | $490K |
| Jane Street Group, LLC | 0.00% | Reduce -25.6% | 8,413 | $487K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -54.3% | 8,118 | $470K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.4% | 7,973 | $462K |
| Allworth Financial LP | 0.00% | Add +1.1% | 7,771 | $450K |
| Equitable Holdings, Inc. | 0.00% | Reduce -32.9% | 7,563 | $432K |
| Fermata Advisors, LLC | 0.10% | Add +4.8% | 7,339 | $425K |
| Narus Financial Partners, LLC | 0.11% | Reduce -11.6% | 7,292 | $422K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 7,260 | $420K |
| Eaton Financial Holdings Company, LLC | 0.13% | Reduce -30.1% | 7,035 | $407K |
| FMR LLC | 0.00% | Add +3.1% | 6,557 | $380K |
| Titleist Asset Management, LLC | 0.03% | Reduce -8.2% | 6,323 | $366K |
| Well Done, LLC | 0.05% | New | 6,036 | $350K |
| Dakota Wealth Management | 0.01% | Reduce -10.0% | 5,774 | $334K |
| Centric Wealth Management | 0.07% | Reduce -6.3% | 5,303 | $333K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.8% | 5,556 | $322K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,261 | $306K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 5,153 | $300K |
| Sunrise Financial Services, LLC | 0.21% | Reduce -5.2% | 5,159 | $299K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -40.6% | 5,153 | $298K |
| Richmond Investment Services, LLC | 0.04% | No change | 4,494 | $260K |
| Advisory Alpha, LLC | 0.01% | New | 4,462 | $258K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.4% | 4,394 | $254K |
| Independent Financial Group, LLC | 0.01% | No change | 4,329 | $251K |
| Principal Securities, Inc. | 0.00% | Reduce -11.5% | 3,987 | $231K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.3% | 3,936 | $228K |
| IFC & Insurance Marketing, Inc. | 0.23% | Reduce -13.8% | 3,856 | $223K |
| M.E. Allison & Co., Inc. | 0.14% | Reduce -22.5% | 3,663 | $212K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,646 | $211K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 3,009 | $174K |
| Hughes Financial Services, LLC | 0.02% | No change | 2,553 | $148K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,390 | $138K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,305 | $76K |
| Harbour Investments, Inc. | 0.00% | Add +4.1% | 1,288 | $75K |
| Anchor Investment Management, LLC | 0.00% | No change | 940 | $54K |
| Morgan Stanley | 0.00% | Add +50.2% | 823 | $48K |
| AE Wealth Management LLC | 0.00% | Add +23.4% | 797 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $43K |
| UBS Group AG | 0.00% | Add +31.9% | 741 | $43K |
| Knuff & Co LLC | 0.01% | New | 723 | $42K |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.6% | 654 | $37K |
| Highline Wealth Partners LLC | 0.01% | No change | 493 | $29K |
| Vanguard Advisers Inc. | 0.00% | — | 406 | $24K |
| Signature Equity Partners, LLC | 0.01% | Add +0.4% | 267 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 260 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -48.1% | 205 | $12K |
"% 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.