Who Owns Invesco RAFI Strategic US ETF (IUS)?Hedge Fund & Institutional Holders

$58.90+0.55 (+0.95%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$43.78$48.01$52.24$56.47$60.69Jul 24May 25Mar 26

IUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockefeller Capital Management L.P.Increased+665K+$37.7B
Lighthouse Wealth Management Inc.New Position+170K+$9.7B
Berkeley, IncNew Position+161K+$9.2B
Geneos Wealth Management Inc.New Position+108K+$6.2B
Foguth Wealth Management, LLC.New Position+52K+$3.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+69K+$3.0B
RFG - Bristol Wealth Advisors, LLCNew Position+52K+$3.0B
BANK OF AMERICA CORP /DE/Increased+3K+$2.0B
Sovereign Financial Group, Inc.New Position+34K+$1.9B
CoreCap Advisors, LLCNew Position+30K+$1.7B
Eagle Strategies LLCNew Position+30K+$1.7B
Breakwater Capital GroupNew Position+25K+$1.4B
Advyzon Investment Management, LLCIncreased+20K+$1.1B
Centerpoint Advisory GroupNew Position+19K+$1.1B
PFG AdvisorsIncreased+14K+$973.5M

IUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-9K-$83.7B
Prosperity Wealth Management, Inc.Closed Position-129K-$7.1B
GOLDMAN SACHS GROUP INCDecreased-68K-$4.4B
Cetera Investment AdvisersDecreased-5K-$3.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-44K-$2.5B
Steward Partners Investment Advisory, LLCDecreased-11K-$1.6B
NewEdge Advisors, LLCDecreased-6K-$1.2B
Equitable Holdings, Inc.Decreased-2K-$759.5M
Integrated Wealth Concepts LLCClosed Position-11K-$612.4M
Allworth Financial LPDecreased-2K-$551.1M
GTS SECURITIES LLCClosed Position-10K-$545.6M
Kingsview Wealth Management, LLCDecreased-284-$522.2M
OLD MISSION CAPITAL LLCClosed Position-6K-$313.0M
RAYMOND JAMES FINANCIAL INCDecreased-990-$307.7M
IFG Advisory, LLCDecreased-3K-$278.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Rockefeller Capital Management L.P.671,127$38.0B68.41%Share
2OSAIC HOLDINGS, INC.481,976$27.0B39.45%Share
3RAYMOND JAMES FINANCIAL INC255,941$14.0B4.36%Share
4ARQ WEALTH ADVISORS, LLC196,792$11.2B3.04%Share
5Lighthouse Wealth Management Inc.169,898$9.7B6.63%Share
6Berkeley, Inc160,885$9.2B2.92%Share
7GOLDMAN SACHS GROUP INC156,866$8.0B0.99%Share
8BYRNE FINANCIAL FREEDOM, LLC125,314$7.2B3.29%Share
9Geneos Wealth Management Inc.108,090$6.2B0.15%Share
10PFG Advisors108,036$6.2B0.30%Share
11Foguth Wealth Management, LLC.52,423$3.0B0.47%Share
12COMMONWEALTH EQUITY SERVICES, LLC69,461$3.0B4.00%Share
13RFG - Bristol Wealth Advisors, LLC52,104$3.0B0.83%Share
14Nova Wealth Management, Inc.47,499$2.7B1.86%Share
15Synergy Investment Management, LLC47,014$2.7B0.95%Share
16Sovereign Financial Group, Inc.33,987$1.9B0.33%Share
17CoreCap Advisors, LLC30,184$1.7B0.06%Share
18Eagle Strategies LLC29,848$1.7B0.22%Share
19Advyzon Investment Management, LLC26,855$1.5B0.18%Share
20Breakwater Capital Group25,160$1.4B0.20%Share
21Centerpoint Advisory Group19,490$1.1B0.86%Share
22BANK OF AMERICA CORP /DE/20,587$1.0B0.07%Share
23IFG Advisory, LLC19,869$1.0B0.04%Share
24Orion Porfolio Solutions, LLC17,754$1.0B7.33%Share
25BANK OF AMERICA CORP /DE/20,193$1.0B0.07%Share
26RVW Wealth, LLC14,256$814.0M0.06%Share
27Sigma Planning Corp11,321$647.0M0.02%Share
28Eaton Financial Holdings Company, LLC10,067$575.0M0.15%Share
29Onyx Bridge Wealth Group LLC8,681$496.0M0.05%Share
30Narus Financial Partners, LLC8,247$471.0M0.13%Share
31Fermata Advisors, LLC7,005$400.0M0.10%Share
32Stratos Wealth Partners, LTD.5,775$330.0M3.73%Share
33Sound Income Strategies, LLC5,261$310.0M0.01%Share
34FLAGSTAR ADVISORS INC5,400$308.0M0.10%Share
35Farther Finance Advisors, LLC5,156$294.0M3.15%Share
36M.E. ALLISON & CO., INC.4,726$270.0M0.18%Share
37Richmond Investment Services, LLC4,494$256.0M0.04%Share
38CCG WEALTH MANAGEMENT, LLC4,166$238.0M0.10%Share
39Hughes Financial Services, LLC2,553$145.0M0.02%Share
40LPL Financial LLC1,507,912$86.0M0.02%Share
41Anchor Investment Management, LLC940$53.7M0.00%Share
42ENVESTNET ASSET MANAGEMENT INC813,215$46.0M0.01%Share
43CWM, LLC667,862$38.2M0.10%Share
44Intelligence Driven Advisers, LLC662,742$37.9M5.42%Share
45UBS Group AG562$32.0M0.01%Share
46HIGHLINE WEALTH PARTNERS LLC493$28.0M0.01%Share
47FLAGSHIP HARBOR ADVISORS, LLC441$25.0M0.00%Share
48Root Financial Partners, LLC405$23.0M0.00%Share
49ASSETMARK, INC395$22.0M0.04%Share
50Millstone Evans Group, LLC260$14.0M0.01%Share

IUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$170.6B+29
Q3 202569$214.7B-22
Q2 202591$263.3B-2
Q1 202593$318.0B+12
Q4 202481$7.3T+27
Q3 202454$74.9T+3
Q2 202451$11.6T+6
Q1 202445$9.2T—

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As of Q4 2025, 50 institutional investors hold IUS (Invesco RAFI Strategic US ETF). The largest holder is Rockefeller Capital Management L.P. with $38.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IUS?

As of Q4 2025, 50 institutional investors report holding IUS (Invesco RAFI Strategic US ETF) in their 13F filings.

Who is the largest institutional holder of IUS?

The largest institutional holder of IUS is Rockefeller Capital Management L.P. with $38.0B in shares.

Is institutional ownership of IUS increasing or decreasing?

This quarter, 11 institutions opened new positions in IUS and 4 closed their positions.