IUS Institutional Ownership
Invesco RAFI Strategic US ETF
1W: -0.6%
1M: -2.5%
3M: +2.7%
YTD: +18.8%
1Y: +23.1%
3Y: +77.4%
5Y: +94.0%
$68.30
+0.33 (+0.49%)
Weekly Expected Move ±1.3%
$67
$67
$68
$69
$70
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IUS
114
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
586M
Total Invested
11
New Positions
42
Increased
39
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (121 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,784,665 | 122M | +277,267 | +18.4% | 20Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 859,466 | 59M | -40,125 | -4.5% | 15Q | SEC ↗ |
| 3 | CWM, LLC | 701,425 | 48M | +33,563 | +5.0% | 8Q | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 695,790 | 48M | +20,349 | +3.0% | 7Q | SEC ↗ |
| 5 | Alpine Bank Wealth Management NEW | 590,590 | 40M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Intelligence Driven Advisers, LLC | 559,703 | 38M | +9,672 | +1.8% | 10Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 446,010 | 30M | -2,159 | -0.5% | 22Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 251,557 | 17M | +11,391 | +4.7% | 7Q | SEC ↗ |
| 9 | ARQ WEALTH ADVISORS, LLC | 247,525 | 17M | +44,200 | +21.7% | 10Q | SEC ↗ |
| 10 | Merit Financial Group, LLC | 246,487 | 17M | +1,644 | +0.7% | 16Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 242,705 | 17M | -27,578 | -10.2% | 12Q | SEC ↗ |
| 12 | Berkeley, Inc | 233,733 | 16M | +17,351 | +8.0% | 5Q | SEC ↗ |
| 13 | HighPoint Advisor Group LLC | 225,295 | 15M | -43,648 | -16.2% | 3Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 221,390 | 15M | +14,742 | +7.1% | 4Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 187,449 | 13M | -9,275 | -4.7% | 15Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 174,426 | 12M | +133,805 | +329.4% | 10Q | SEC ↗ |
| 17 | Lighthouse Wealth Management Inc. | 171,964 | 12M | -2,609 | -1.5% | 7Q | SEC ↗ |
| 18 | McIlrath & Eck, LLC | 155,035 | 11M | +5,798 | +3.9% | 15Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 137,761 | 9M | +53,435 | +63.4% | 13Q | SEC ↗ |
| 20 | BYRNE FINANCIAL FREEDOM, LLC | 124,932 | 9M | -2,892 | -2.3% | 7Q | SEC ↗ |
| 21 | PFG Advisors | 124,271 | 8M | +10,854 | +9.6% | 13Q | SEC ↗ |
| 22 | Geneos Wealth Management Inc. | 103,084 | 7M | +77 | +0.1% | 18Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 96,203 | 7M | -3,459 | -3.5% | 15Q | SEC ↗ |
| 24 | Tandem Financial, LLC | 93,281 | 6M | +4,658 | +5.3% | 2Q | SEC ↗ |
| 25 | Professional Financial Advisors, LLC | 75,825 | 5M | +1,268 | +1.7% | 2Q | SEC ↗ |
| 26 | World Investment Advisors | 69,973 | 5M | — | +0.0% | 8Q | SEC ↗ |
| 27 | Synergy Investment Management, LLC | 59,091 | 4M | +2 | +0.0% | 4Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 57,670 | 4M | +3,626 | +6.7% | 11Q | SEC ↗ |
| 29 | Nova Wealth Management, Inc. | 56,618 | 4M | +3,378 | +6.3% | 7Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 50,115 | 3M | -16,869 | -25.2% | 6Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 48,940 | 3M | +6,459 | +15.2% | 12Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC | 39,988 | 3M | +28,936 | +261.8% | 2Q | SEC ↗ |
| 33 | Eagle Strategies LLC | 36,301 | 2M | +3,043 | +9.1% | 4Q | SEC ↗ |
| 34 | Sovereign Financial Group, Inc. | 33,282 | 2M | -746 | -2.2% | 8Q | SEC ↗ |
| 35 | Vantus Wealth LLC NEW | 29,059 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Advyzon Investment Management, LLC | 29,030 | 2M | +894 | +3.2% | 4Q | SEC ↗ |
| 37 | OneAscent Financial Services LLC NEW | 27,743 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Capital Developers, LLC | 27,450 | 2M | -407 | -1.5% | 2Q | SEC ↗ |
| 39 | CoreCap Advisors, LLC | 27,009 | 2M | -1,136 | -4.0% | 13Q | SEC ↗ |
| 40 | CCG WEALTH MANAGEMENT, LLC | 26,991 | 2M | -97 | -0.4% | 3Q | SEC ↗ |
| 41 | Larson Financial Group LLC | 25,667 | 2M | +1,411 | +5.8% | 9Q | SEC ↗ |
| 42 | Breakwater Capital Group | 25,072 | 2M | -406 | -1.6% | 7Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 22,536 | 2M | +115 | +0.5% | 12Q | SEC ↗ |
| 44 | RFG - Bristol Wealth Advisors, LLC | 19,791 | 1M | -861 | -4.2% | 7Q | SEC ↗ |
| 45 | Foguth Wealth Management, LLC. | 19,675 | 1M | -12,754 | -39.3% | 3Q | SEC ↗ |
| 46 | Centerpoint Advisory Group | 18,683 | 1M | -292 | -1.5% | 7Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,401 | 1M | +2,341 | +17.9% | 3Q | SEC ↗ |
| 48 | Advisory Alpha, LLC | 15,366 | 1M | +10,904 | +244.4% | 2Q | SEC ↗ |
| 49 | Tempus Wealth Planning, LLC NEW | 14,530 | 992K | — | +0.0% | 1Q | SEC ↗ |
| 50 | RVW Wealth, LLC | 14,024 | 958K | +527 | +3.9% | 15Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Alpine Bank Wealth Management | 590,590 | 40M |
| Vantus Wealth LLC | 29,059 | 2M |
| OneAscent Financial Services LLC | 27,743 | 2M |
| Tempus Wealth Planning, LLC | 14,530 | 992K |
| IFG Advisory, LLC | 5,866 | 401K |
| AQR CAPITAL MANAGEMENT LLC | 5,030 | 344K |
| FLORIDA FINANCIAL ADVISORS, LLC | 4,811 | 329K |
| Raub Brock Capital Management LP | 4,053 | 277K |
| Global Retirement Partners, LLC | 2,304 | 157K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,341 | 92K |
| HHM Wealth Advisors, LLC | 42 | 3K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 71,730 | 5M |
| GTS SECURITIES LLC | 51,239 | 3M |
| Valued Retirements, Inc. | 8,453 | 577K |
| JANE STREET GROUP, LLC | 8,413 | 575K |
| FLAGSTAR ADVISORS INC | 5,400 | 369K |
| Richmond Investment Services, LLC | 4,494 | 307K |
| Corient Private Wealth LLC | 4,058 | 277K |
| UBS Group AG | 741 | 51K |
| FLAGSHIP HARBOR ADVISORS, LLC | 441 | 30K |
| Root Financial Partners, LLC | 405 | 28K |
| Western Wealth Management, LLC | 90 | 6K |
| CITIGROUP INC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +277,267 | +18.4% | 1,784,665 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +133,805 | +329.4% | 174,426 |
| COMMONWEALTH EQUITY SERVICES, LLC | +53,435 | +63.4% | 137,761 |
| ARQ WEALTH ADVISORS, LLC | +44,200 | +21.7% | 247,525 |
| CWM, LLC | +33,563 | +5.0% | 701,425 |
| Integrated Wealth Concepts LLC | +28,936 | +261.8% | 39,988 |
| Rockefeller Capital Management L.P. | +20,349 | +3.0% | 695,790 |
| Berkeley, Inc | +17,351 | +8.0% | 233,733 |
| Beacon Pointe Advisors, LLC | +14,742 | +7.1% | 221,390 |
| RAYMOND JAMES FINANCIAL INC | +11,391 | +4.7% | 251,557 |
| Advisory Alpha, LLC | +10,904 | +244.4% | 15,366 |
| PFG Advisors | +10,854 | +9.6% | 124,271 |
| Intelligence Driven Advisers, LLC | +9,672 | +1.8% | 559,703 |
| Onyx Bridge Wealth Group LLC | +7,443 | +144.4% | 12,596 |
| BANK OF AMERICA CORP /DE | +6,459 | +15.2% | 48,940 |
| McIlrath & Eck, LLC | +5,798 | +3.9% | 155,035 |
| Tandem Financial, LLC | +4,658 | +5.3% | 93,281 |
| Cetera Investment Advisers | +3,626 | +6.7% | 57,670 |
| Nova Wealth Management, Inc. | +3,378 | +6.3% | 56,618 |
| Eagle Strategies LLC | +3,043 | +9.1% | 36,301 |