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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+28,936+261.8%39,988$2.62MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-932-8.9%9,541$625.70KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-4,119-47.0%4,652$305.11KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+14,742+7.1%221,390$14.52MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-1,182-15.6%6,381$418.47KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-16,869-25.2%50,115$3.29MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,391+4.7%251,557$16.50MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,459+15.2%48,940$3.21MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,8665,866$384.71KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,0305,030$329.90KQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+4,658+5.3%93,281$6.12MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,376-29.5%8,054$528.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,341+17.9%15,401$1.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,159-0.5%446,010$29.25MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+1,411+5.8%25,667$1.68MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+894+3.2%29,030$1.90MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+135135$8.82KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+2+0.0%59,091$3.88MQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+20,349+3.0%695,790$45.63MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-3,330-21.3%12,283$805.51KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,961+29.9%8,518$558.59KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,465+178.0%2,288$150.05KQ2 2026Aug 13, 2026
Vanguard Advisers IncSell-118-29.1%288$18.89KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+3,626+6.7%57,670$3.78MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,1542,154$141.31KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-1,332-10.3%11,552$757.55KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+5+0.4%1,293$84.78KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcBuy+27,74327,743$1.82MQ2 2026Aug 11, 2026
Advisory Alpha, LlcBuy+10,904+244.4%15,366$1.01MQ2 2026Aug 11, 2026
Thoroughbred Financial Services, LlcSell-3,974-43.1%5,246$344.00KQ2 2026Aug 11, 2026
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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.