Invesco RAFI Strategic US
IUS • NASDAQ
Invesco RAFI Strategic US is an exchange-traded fund on NASDAQ. As of Q3 2025, 96 institutional investors hold shares in this ETF, with total holdings valued at $415.7M. LPL Financial LLC is the largest holder with a position valued at $83.8M.
Overview
Overview of institutional ownership in IUS as of Q3 2025
All Institutions
- Institutions
- 96
- Value Held
- $415.7M
- Shares Held
- 7.5M
- Avg Position
- $4.3M
- Median Position
- $533.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $402.3K
- Shares Held
- 7.3K
- Avg Position
- $402.3K
- Median Position
- $402.3K
Biggest Investors
Institutions with the largest positions in IUS as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $83.8M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $42.6M 0.01% of portfolio |
 Intelligence Driven Advisers, LLC RIA/Wealth | $36.3M 5.03% of portfolio |
 CWM, LLC RIA/Wealth | $34.5M 0.11% of portfolio |
A Advisor Group Holdings, Inc. Institution | $26.1M 0.04% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $14.3M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $13.8M 0.06% of portfolio |
 Merit Financial Group, LLC RIA/Wealth | $13.4M 0.12% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $12.4M 0.00% of portfolio |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | $10.9M 3.23% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IUS in Q3 2025
- Traded
- +$38.0M
- Buyers
- 48
- Sellers
- 42
- Total Bought
- +$73.9M
- Total Sold
- −$35.9M
- Avg Position
- $4.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$34.5M +624.2K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$8.4M +151.9K shares |
Intelligence Driven Advisers, LLC RIA/Wealth | +$5.7M +104.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.9M +87.9K shares |
L LPL Financial LLC Institution | +$4.0M +71.9K shares |
 Synergy Investment Management, LLC RIA/Wealth | +$2.7M +49.8K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$1.6M +28.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.5M +26.7K shares |
A Advisor Group Holdings, Inc. Institution | +$1.4M +25.5K shares |
 Eagle Strategies LLC RIA/Wealth | +$1.3M +23.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RFG - Bristol Wealth Advisors, LLC RIA/Wealth | −$11.8M −213.2K shares |
 IFG Advisory, LLC RIA/Wealth | −$5.4M −97.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$5.4M −97.4K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$2.9M −53.0K shares |
 Davies Financial Advisors, Inc. RIA/Wealth | −$2.0M −38.3K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | −$1.5M −29.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$864.0K −16.8K shares |
 Atomi Financial Group, Inc. RIA/Wealth | −$712.1K −13.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$666.6K −12.9K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | −$638.4K −11.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IUS in Q3 2025
- New Positions
- 8
- New Value
- $11.0M
- Exited Positions
- 8
- Exited Value
- $6.1M
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $8.4M 151.9K shares |
Eagle Strategies LLC RIA/Wealth | $1.3M 23.4K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $470.8K 8.5K shares |
 Advyzon Investment Management, LLC RIA/Wealth | $396.5K 7.2K shares |
O OLD MISSION CAPITAL LLC Institution | $313.0K 5.7K shares |
R Root Financial Partners, LLC RIA/Wealth | $60.2K 1.1K shares |
 US BANCORP \DE\ Institution | $40.7K 737.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $22.6K 410.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Davies Financial Advisors, Inc. RIA/Wealth | $2.0M 38.3K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $1.5M 29.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $864.0K 16.8K shares |
Atomi Financial Group, Inc. RIA/Wealth | $712.1K 13.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $666.6K 12.9K shares |
 Betterment LLC RIA/Wealth | $214.2K 4.2K shares |
 RFG Advisory Group, LLC RIA/Wealth | $203.8K 4.0K shares |
 IFP Advisors, Inc RIA/Wealth | $1.0K 20.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IUS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IUS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Lighthouse Wealth Management Inc. RIA/Wealth | 7.76% $9.4M |
Intelligence Driven Advisers, LLC RIA/Wealth | 5.03% $36.3M |
 BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | 3.47% $7.0M |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | 3.23% $10.9M |
A AIFG Consultants Ltd. Institution | 3.17% $1.8M |
P Prosperity Wealth Management, Inc. RIA/Wealth | 2.47% $7.1M |
 Berkeley, Inc RIA/Wealth | 2.18% $6.4M |
 Nova Wealth Management, Inc. RIA/Wealth | 1.73% $2.5M |
 Tandem Financial, LLC RIA/Wealth | 1.54% $4.1M |
Synergy Investment Management, LLC RIA/Wealth | 1.07% $2.7M |
Hedge Fund Spotlight
Discover hedge funds investing in IUS
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco RAFI Strategic US
- Market Value
- $402.3K
- Shares Held
- 7.3K
- Portfolio Weight
- 0.11%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
