INVESCO RAFI STRATEGIC US ET (IUS) Institutional Ownership Changes & 13F Activity
INVESCO RAFI STRATEGIC US ET (IUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Wealth Concepts Llc, Oneascent Financial Services Llc, Rockefeller Capital Management L.P., Goldman Sachs Group Inc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +28,936 | +261.8% | 39,988 | $2.62M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -932 | -8.9% | 9,541 | $625.70K | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -4,119 | -47.0% | 4,652 | $305.11K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +14,742 | +7.1% | 221,390 | $14.52M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -1,182 | -15.6% | 6,381 | $418.47K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -16,869 | -25.2% | 50,115 | $3.29M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +11,391 | +4.7% | 251,557 | $16.50M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +6,459 | +15.2% | 48,940 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,866 | — | 5,866 | $384.71K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +5,030 | — | 5,030 | $329.90K | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +4,658 | +5.3% | 93,281 | $6.12M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -3,376 | -29.5% | 8,054 | $528.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,341 | +17.9% | 15,401 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -2,159 | -0.5% | 446,010 | $29.25M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +1,411 | +5.8% | 25,667 | $1.68M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +894 | +3.2% | 29,030 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +135 | — | 135 | $8.82K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +2 | +0.0% | 59,091 | $3.88M | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +20,349 | +3.0% | 695,790 | $45.63M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,330 | -21.3% | 12,283 | $805.51K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,961 | +29.9% | 8,518 | $558.59K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,465 | +178.0% | 2,288 | $150.05K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Sell | -118 | -29.1% | 288 | $18.89K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +3,626 | +6.7% | 57,670 | $3.78M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,154 | — | 2,154 | $141.31K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -1,332 | -10.3% | 11,552 | $757.55K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +5 | +0.4% | 1,293 | $84.78K | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +27,743 | — | 27,743 | $1.82M | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, Llc | Buy | +10,904 | +244.4% | 15,366 | $1.01M | Q2 2026 | Aug 11, 2026 |
| Thoroughbred Financial Services, Llc | Sell | -3,974 | -43.1% | 5,246 | $344.00K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about IUS activity
Which institutional owners are buying IUS?
Institutional owners buying IUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IUS activity?
"Buy" means an investor increased their reported position in IUS compared to the prior reporting period. This reflects growing exposure to INVESCO RAFI STRATEGIC US ET (IUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IUS increasing?
Institutional interest in IUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.