Who Owns IUS?
Invesco RAFI Strategic US ETF — Institutional Ownership & 13F Holdings
$63.19
+0.07 (+0.11%)
Market Cap
$736.3M
Shares Outstanding
11,197,756
Institutional Holders
93
Total Inst. Value
$253.8M
% of Float Held
—
QoQ Holder Change
+48
Institutional data as of Q1 2025
New Positions
19
Closed Positions
7
Increased
37
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Aveo Capital Partners, LLCNew | $29.3M | 607,884 |
| 2 | OSAIC HOLDINGS, INC. | $23.5M | 476,726 |
| 3 | RFG - Bristol Wealth Advisors, LLC | $23.0M | 465,251 |
| 4 | Intelligence Driven Advisers, LLC | $19.2M | 388,266 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.1M | 265,874 |
| 6 | RAYMOND JAMES FINANCIAL INC | $12.5M | 252,259 |
| 7 | GOLDMAN SACHS GROUP INCNew | $11.2M | 226,139 |
| 8 | ARQ WEALTH ADVISORS, LLC | $10.3M | 208,138 |
| 9 | Lighthouse Wealth Management Inc.New | $8.5M | 172,394 |
| 10 | McIlrath & Eck, LLC | $6.0M | 121,278 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Aveo Capital Partners, LLCNew | +608K | $29.3M |
| OSAIC HOLDINGS, INC. | +213K | $23.5M |
| RFG - Bristol Wealth Advisors, LLC | +275K | $23.0M |
| Intelligence Driven Advisers, LLC | +42K | $19.2M |
| RAYMOND JAMES FINANCIAL INC | +10K | $12.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | -208K | $941K |
| IFG Advisory, LLC | -47K | $5.9M |
| Merit Financial Group, LLC | -43K | $12K |
| NewEdge Advisors, LLC | -22K | $750K |
| MML INVESTORS SERVICES, LLC | -21K | $4.7M |
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Frequently Asked Questions
How many institutional investors hold IUS?
As of Q1 2025, 93 institutional investors report holding IUS (Invesco RAFI Strategic US ETF) in their 13F filings.
Which hedge fund owns the most IUS?
The largest institutional holder of IUS is Aveo Capital Partners, LLC with $29.3M in shares.
Are institutions buying or selling IUS?
This quarter, 19 institutions opened new positions in IUS and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.