Invesco RAFI Strategic US Exchange-Traded Fund(IUS)

$65.96—

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Invesco RAFI Strategic US Exchange-Traded Fund(IUS)

NASDAQ

$65.96—

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IUS(IUS)

IUS

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 122 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.51M	Mar 31, 26	-514	11.54%
ENVESTNET ASSET MANAGEMENT INC	899.59K	Mar 31, 26	+86.38K	6.89%
CWM, LLC	701.42K	Mar 31, 26	+33.56K	5.37%
Rockefeller Capital Management L.P.	675.44K	Mar 31, 26	+4.21K	5.17%
Intelligence Driven Advisers, LLC	550.03K	Mar 31, 26	-112.71K	4.21%
ADVISOR GROUP HOLDINGS, INC.	448.17K	Mar 31, 26	-45.77K	3.43%
Kestra Advisory Services, LLC	270.28K	Mar 31, 26	+16.43K	2.07%
HighPoint Advisor Group LLC	268.94K	Mar 31, 26	-79.91K	2.06%
Merit Financial Group, LLC	244.84K	Mar 31, 26	+4.96K	1.87%
RAYMOND JAMES FINANCIAL INC	240.17K	Mar 31, 26	-17.99K	1.84%
Berkeley, Inc	216.38K	Mar 31, 26	+55.50K	1.66%
Beacon Pointe Advisors, LLC	206.65K	Mar 31, 26	+27.26K	1.58%
ARQ WEALTH ADVISORS, LLC	203.32K	Mar 31, 26	+6.53K	1.56%
MML INVESTORS SERVICES, LLC	196.72K	Mar 31, 26	+60.87K	1.51%
Lighthouse Wealth Management Inc.	174.57K	Mar 31, 26	+4.67K	1.34%
McIlrath & Eck, LLC	155.03K	Mar 31, 26	+5.80K	1.19%
BYRNE FINANCIAL FREEDOM, LLC	127.82K	Mar 31, 26	+2.51K	0.98%
PFG Advisors	113.42K	Mar 31, 26	+5.38K	0.87%
Geneos Wealth Management Inc.	103.01K	Mar 31, 26	-5.08K	0.79%
Cambridge Investment Research Advisors, Inc.	99.66K	Mar 31, 26	+3.55K	0.76%
Tandem Financial, LLC	88.62K	Mar 31, 26	+88.62K	0.68%
COMMONWEALTH EQUITY SERVICES, LLC	84.33K	Mar 31, 26	+14.87K	0.65%
Professional Financial Advisors, LLC	74.56K	Mar 31, 26	+74.56K	0.57%
Independent Advisor Alliance	71.73K	Mar 31, 26	+71.73K	0.55%
Pensionmark Financial Group, LLC	69.97K	Mar 31, 26	+2.48K	0.54%
GOLDMAN SACHS GROUP INC	66.98K	Mar 31, 26	-89.88K	0.51%
Synergy Investment Management, LLC	59.09K	Mar 31, 26	+12.07K	0.45%
Cetera Investment Advisers	54.04K	Mar 31, 26	-50	0.41%
Nova Wealth Management, Inc.	53.24K	Mar 31, 26	+5.74K	0.41%
GTS SECURITIES LLC	51.24K	Mar 31, 26	+51.24K	0.39%
BANK OF AMERICA CORP /DE/	42.48K	Mar 31, 26	+1.70K	0.33%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.62K	Mar 31, 26	-227	0.31%
Sovereign Financial Group, Inc.	34.03K	Mar 31, 26	+41	0.26%
Eagle Strategies LLC	33.26K	Mar 31, 26	+3.41K	0.25%
Foguth Wealth Management, LLC.	32.43K	Mar 31, 26	-19.99K	0.25%
CoreCap Advisors, LLC	28.14K	Mar 31, 26	-2.04K	0.22%
Advyzon Investment Management, LLC	28.14K	Mar 31, 26	+1.28K	0.22%
CCG WEALTH MANAGEMENT, LLC	27.09K	Mar 31, 26	+22.92K	0.21%
Breakwater Capital Group	25.48K	Mar 31, 26	+318	0.20%
Larson Financial Group LLC	24.26K	Mar 31, 26	+1.13K	0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.42K	Mar 31, 26	-520	0.17%
RFG - Bristol Wealth Advisors, LLC	20.65K	Mar 31, 26	-31.45K	0.16%
Centerpoint Advisory Group	18.98K	Mar 31, 26	-515	0.15%
Steward Partners Investment Advisory, LLC	15.61K	Mar 31, 26	-1.68K	0.12%
RVW Wealth, LLC	13.50K	Mar 31, 26	-759	0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.06K	Mar 31, 26	-3.98K	0.10%
NewEdge Advisors, LLC	12.88K	Mar 31, 26	-2.56K	0.10%
ROYAL BANK OF CANADA	11.43K	Mar 31, 26	+4.30K	0.09%
Integrated Wealth Concepts LLC	11.05K	Mar 31, 26	+11.05K	0.08%
Sigma Planning Corp	10.95K	Mar 31, 26	-376	0.08%
CITADEL ADVISORS LLC	10.47K	Mar 31, 26	-2.77K	0.08%
THOROUGHBRED FINANCIAL SERVICES, LLC	9.22K	Mar 31, 26	+31	0.07%
Kingsview Wealth Management, LLC	8.77K	Mar 31, 26	-403	0.07%
Valued Retirements, Inc.	8.45K	Mar 31, 26	+8.45K	0.06%
JANE STREET GROUP, LLC	8.41K	Mar 31, 26	-2.90K	0.06%
Brinker Capital Investments, LLC	8.12K	Mar 31, 26	-9.64K	0.06%
Prospera Financial Services Inc	7.97K	Mar 31, 26	-35	0.06%
Allworth Financial LP	7.77K	Mar 31, 26	+83	0.06%
Equitable Holdings, Inc.	7.56K	Mar 31, 26	-3.71K	0.06%
Fermata Advisors, LLC	7.34K	Mar 31, 26	+334	0.06%
Narus Financial Partners, LLC	7.29K	Mar 31, 26	-955	0.06%
HighTower Advisors, LLC	7.26K	Mar 31, 26	-157	0.06%
Eaton Financial Holdings Company, LLC	7.04K	Mar 31, 26	-3.03K	0.05%
FMR LLC	6.56K	Mar 31, 26	+200	0.05%
TITLEIST ASSET MANAGEMENT, LLC	6.32K	Mar 31, 26	-562	0.05%
Well Done, LLC	6.04K	Mar 31, 26	+6.04K	0.05%
Dakota Wealth Management	5.77K	Mar 31, 26	-639	0.04%
Stratos Wealth Partners, LTD.	5.56K	Mar 31, 26	-219	0.04%
Centric Wealth Management	5.30K	Mar 31, 26	-355	0.04%
Sound Income Strategies, LLC	5.26K	Mar 31, 26	--	0.04%
Onyx Bridge Wealth Group LLC	5.15K	Mar 31, 26	-3.53K	0.04%
Farther Finance Advisors, LLC	5.15K	Mar 31, 26	-3	0.04%
Richmond Investment Services, LLC	4.49K	Mar 31, 26	--	0.03%
Advisory Alpha, LLC	4.46K	Mar 31, 26	+4.46K	0.03%
Redhawk Wealth Advisors, Inc.	4.39K	Mar 31, 26	+17	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	4.33K	Mar 31, 26	--	0.03%
PRINCIPAL SECURITIES, INC.	3.99K	Mar 31, 26	-516	0.03%
Dynamic Advisor Solutions LLC	3.94K	Mar 31, 26	-266	0.03%
M.E. ALLISON & CO., INC.	3.66K	Mar 31, 26	-1.06K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.65K	Mar 31, 26	+3.65K	0.03%
SRS Capital Advisors, Inc.	3.01K	Mar 31, 26	+5	0.02%
Hughes Financial Services, LLC	2.55K	Mar 31, 26	--	0.02%
CENTAURUS FINANCIAL, INC.	2.39K	Mar 31, 26	--	0.02%
Parvin Asset Management, LLC	1.30K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.29K	Mar 31, 26	+51	0.01%
Anchor Investment Management, LLC	940	Mar 31, 26	--	0.01%
MORGAN STANLEY	823	Mar 31, 26	+275	0.01%
AE Wealth Management LLC	797	Mar 31, 26	+151	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	750	Mar 31, 26	--	0.01%
UBS Group AG	741	Mar 31, 26	+179	0.01%
Knuff & Co LLC	723	Mar 31, 26	+723	0.01%
JPMORGAN CHASE & CO	654	Mar 31, 26	-3.34K	0.01%
HIGHLINE WEALTH PARTNERS LLC	493	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	406	Mar 31, 26	+406	0.00%
Millstone Evans Group, LLC	260	Mar 31, 26	--	0.00%
ASSETMARK, INC	205	Mar 31, 26	-190	0.00%
Western Wealth Management, LLC	90	Mar 31, 26	+90	0.00%
Russell Investments Group, Ltd.	56	Mar 31, 26	-235	0.00%
Atlantic Union Bankshares Corp	3	Mar 31, 26	--	0.00%
BlackRock, Inc.	1	Mar 31, 26	+1	0.00%
CITIGROUP INC	1	Mar 31, 26	+1	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-441	--
IFG Advisory, LLC	--	Mar 31, 26	-19.87K	--
CI Private Wealth, LLC	--	Mar 31, 26	-4.06K	--
FLAGSTAR ADVISORS INC.	--	Mar 31, 26	-5.40K	--
Root Financial Partners, LLC	--	Mar 31, 26	-405	--
Prosperity Wealth Management, Inc.	123.10K	Dec 31, 25	-5.68K	0.94%
AIFG Consultants Ltd.	36.45K	Dec 31, 25	+4.25K	0.28%
Global Retirement Partners, LLC	1.50K	Dec 31, 25	+5	0.01%
Lokken Investment Group LLC	8.59K	Sep 30, 25	-2.10K	0.07%
Atria Wealth Solutions, Inc.	7.78K	Jun 30, 25	+115	0.06%
AVANTAX ADVISORY SERVICES, INC.	3.90K	Jun 30, 25	-809	0.03%
Aveo Capital Partners, LLC	607.88K	Mar 31, 25	+76.05K	4.65%
Orion Portfolio Solutions, LLC	19.01K	Mar 31, 25	+19.01K	0.15%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-38.92K	--
Raymond James Financial Services Advisors, Inc.	242.47K	Sep 30, 24	-6.92K	1.86%
Bridge Advisory, LLC	110.77K	Sep 30, 24	+348	0.85%
Cetera Advisor Networks LLC	8.71K	Mar 31, 24	+8.71K	0.07%
Cetera Advisors LLC	5.17K	Mar 31, 24	+5.17K	0.04%
Truadvice, LLC	77.81K	Sep 30, 23	+11.86K	0.60%
PFS INVESTMENTS INC.	--	Jun 30, 23	-5.83K	--
B. Riley Wealth Management, Inc.	5.80K	Jun 30, 22	--	0.04%

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Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

1.51M

Mar 31, 26

-514

11.54%

ENVESTNET ASSET MANAGEMENT INC

899.59K

Mar 31, 26

+86.38K

6.89%

CWM, LLC

701.42K

Mar 31, 26

+33.56K

5.37%

Rockefeller Capital Management L.P.

675.44K

Mar 31, 26

+4.21K

5.17%

Intelligence Driven Advisers, LLC

550.03K

Mar 31, 26

-112.71K

4.21%

ADVISOR GROUP HOLDINGS, INC.

448.17K

Mar 31, 26

-45.77K

3.43%

Kestra Advisory Services, LLC

270.28K

Mar 31, 26

+16.43K

2.07%

HighPoint Advisor Group LLC

268.94K

Mar 31, 26

-79.91K

2.06%

Merit Financial Group, LLC

244.84K

Mar 31, 26

+4.96K

1.87%

RAYMOND JAMES FINANCIAL INC

240.17K

Mar 31, 26

-17.99K

1.84%

Berkeley, Inc

216.38K

Mar 31, 26

+55.50K

1.66%

Beacon Pointe Advisors, LLC

206.65K

Mar 31, 26

+27.26K

1.58%

ARQ WEALTH ADVISORS, LLC

203.32K

Mar 31, 26

+6.53K

1.56%

MML INVESTORS SERVICES, LLC

196.72K

Mar 31, 26

+60.87K

1.51%

Lighthouse Wealth Management Inc.

174.57K

Mar 31, 26

+4.67K

1.34%

McIlrath & Eck, LLC

155.03K

Mar 31, 26

+5.80K

1.19%

BYRNE FINANCIAL FREEDOM, LLC

127.82K

Mar 31, 26

+2.51K

0.98%

PFG Advisors

113.42K

Mar 31, 26

+5.38K

0.87%

Geneos Wealth Management Inc.

103.01K

Mar 31, 26

-5.08K

0.79%

Cambridge Investment Research Advisors, Inc.

99.66K

Mar 31, 26

+3.55K

0.76%

Tandem Financial, LLC

88.62K

Mar 31, 26

+88.62K

0.68%

COMMONWEALTH EQUITY SERVICES, LLC

84.33K

Mar 31, 26

+14.87K

0.65%

Professional Financial Advisors, LLC

74.56K

Mar 31, 26

+74.56K

0.57%

Independent Advisor Alliance

71.73K

Mar 31, 26

+71.73K

0.55%

Pensionmark Financial Group, LLC

69.97K

Mar 31, 26

+2.48K

0.54%

GOLDMAN SACHS GROUP INC

66.98K

Mar 31, 26

-89.88K

0.51%

Synergy Investment Management, LLC

59.09K

Mar 31, 26

+12.07K

0.45%

Cetera Investment Advisers

54.04K

Mar 31, 26

-50

0.41%

Nova Wealth Management, Inc.

53.24K

Mar 31, 26

+5.74K

0.41%

GTS SECURITIES LLC

51.24K

Mar 31, 26

+51.24K

0.39%

BANK OF AMERICA CORP /DE/

42.48K

Mar 31, 26

+1.70K

0.33%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.62K

Mar 31, 26

-227

0.31%

Sovereign Financial Group, Inc.

34.03K

Mar 31, 26

+41

0.26%

Eagle Strategies LLC

33.26K

Mar 31, 26

+3.41K

0.25%

Foguth Wealth Management, LLC.

32.43K

Mar 31, 26

-19.99K

0.25%

CoreCap Advisors, LLC

28.14K

Mar 31, 26

-2.04K

0.22%

Advyzon Investment Management, LLC

28.14K

Mar 31, 26

+1.28K

0.22%

CCG WEALTH MANAGEMENT, LLC

27.09K

Mar 31, 26

+22.92K

0.21%

Breakwater Capital Group

25.48K

Mar 31, 26

+318

0.20%

Larson Financial Group LLC

24.26K

Mar 31, 26

+1.13K

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.42K

Mar 31, 26

-520

0.17%

RFG - Bristol Wealth Advisors, LLC

20.65K

Mar 31, 26

-31.45K

0.16%

Centerpoint Advisory Group

18.98K

Mar 31, 26

-515

0.15%

Steward Partners Investment Advisory, LLC

15.61K

Mar 31, 26

-1.68K

0.12%

RVW Wealth, LLC

13.50K

Mar 31, 26

-759

0.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.06K

Mar 31, 26

-3.98K

0.10%

NewEdge Advisors, LLC

12.88K

Mar 31, 26

-2.56K

0.10%

ROYAL BANK OF CANADA

11.43K

Mar 31, 26

+4.30K

0.09%

Integrated Wealth Concepts LLC

11.05K

Mar 31, 26

+11.05K

0.08%

Sigma Planning Corp

10.95K

Mar 31, 26

-376

0.08%

CITADEL ADVISORS LLC

10.47K

Mar 31, 26

-2.77K

0.08%

THOROUGHBRED FINANCIAL SERVICES, LLC

9.22K

Mar 31, 26

+31

0.07%

Kingsview Wealth Management, LLC

8.77K

Mar 31, 26

-403

0.07%

Valued Retirements, Inc.

8.45K

Mar 31, 26

+8.45K

0.06%

JANE STREET GROUP, LLC

8.41K

Mar 31, 26

-2.90K

0.06%

Brinker Capital Investments, LLC

8.12K

Mar 31, 26

-9.64K

0.06%

Prospera Financial Services Inc

7.97K

Mar 31, 26

-35

0.06%

Allworth Financial LP

7.77K

Mar 31, 26

+83

0.06%

Equitable Holdings, Inc.

7.56K

Mar 31, 26

-3.71K

0.06%

Fermata Advisors, LLC

7.34K

Mar 31, 26

+334

0.06%

Narus Financial Partners, LLC

7.29K

Mar 31, 26

-955

0.06%

HighTower Advisors, LLC

7.26K

Mar 31, 26

-157

0.06%

Eaton Financial Holdings Company, LLC

7.04K

Mar 31, 26

-3.03K

0.05%

FMR LLC

6.56K

Mar 31, 26

+200

0.05%

TITLEIST ASSET MANAGEMENT, LLC

6.32K

Mar 31, 26

-562

0.05%

Well Done, LLC

6.04K

Mar 31, 26

+6.04K

0.05%

Dakota Wealth Management

5.77K

Mar 31, 26

-639

0.04%

Stratos Wealth Partners, LTD.

5.56K

Mar 31, 26

-219

0.04%

Centric Wealth Management

5.30K

Mar 31, 26

-355

0.04%

Sound Income Strategies, LLC

5.26K

Mar 31, 26

0.04%

Onyx Bridge Wealth Group LLC

5.15K

Mar 31, 26

-3.53K

0.04%

Farther Finance Advisors, LLC

5.15K

Mar 31, 26

-3

0.04%

Richmond Investment Services, LLC

4.49K

Mar 31, 26

0.03%

Advisory Alpha, LLC

4.46K

Mar 31, 26

+4.46K

0.03%

Redhawk Wealth Advisors, Inc.

4.39K

Mar 31, 26

+17

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

4.33K

Mar 31, 26

0.03%

PRINCIPAL SECURITIES, INC.

3.99K

Mar 31, 26

-516

0.03%

Dynamic Advisor Solutions LLC

3.94K

Mar 31, 26

-266

0.03%

M.E. ALLISON & CO., INC.

3.66K

Mar 31, 26

-1.06K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.65K

Mar 31, 26

+3.65K

0.03%

SRS Capital Advisors, Inc.

3.01K

Mar 31, 26

0.02%

Hughes Financial Services, LLC

2.55K

Mar 31, 26

0.02%

CENTAURUS FINANCIAL, INC.

2.39K

Mar 31, 26

0.02%

Parvin Asset Management, LLC

1.30K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.29K

Mar 31, 26

+51

0.01%

Anchor Investment Management, LLC

940

Mar 31, 26

0.01%

MORGAN STANLEY

823

Mar 31, 26

+275

0.01%

AE Wealth Management LLC

797

Mar 31, 26

+151

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

750

Mar 31, 26

0.01%

UBS Group AG

741

Mar 31, 26

+179

0.01%

Knuff & Co LLC

723

Mar 31, 26

+723

0.01%

JPMORGAN CHASE & CO

654

Mar 31, 26

-3.34K

0.01%

HIGHLINE WEALTH PARTNERS LLC

493

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

406

Mar 31, 26

+406

0.00%

Millstone Evans Group, LLC

260

Mar 31, 26

0.00%

ASSETMARK, INC

205

Mar 31, 26

-190

0.00%

Western Wealth Management, LLC

Mar 31, 26

+90

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

-235

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-441

IFG Advisory, LLC

Mar 31, 26

-19.87K

CI Private Wealth, LLC

Mar 31, 26

-4.06K

FLAGSTAR ADVISORS INC.

Mar 31, 26

-5.40K

Root Financial Partners, LLC

Mar 31, 26

-405

Prosperity Wealth Management, Inc.

123.10K

Dec 31, 25

-5.68K

0.94%

AIFG Consultants Ltd.

36.45K

Dec 31, 25

+4.25K

0.28%

Global Retirement Partners, LLC

1.50K

Dec 31, 25

0.01%

Lokken Investment Group LLC

8.59K

Sep 30, 25

-2.10K

0.07%

Atria Wealth Solutions, Inc.

7.78K

Jun 30, 25

+115

0.06%

AVANTAX ADVISORY SERVICES, INC.

3.90K

Jun 30, 25

-809

0.03%

Aveo Capital Partners, LLC

607.88K

Mar 31, 25

+76.05K

4.65%

Orion Portfolio Solutions, LLC

19.01K

Mar 31, 25

+19.01K

0.15%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-38.92K

Raymond James Financial Services Advisors, Inc.

242.47K

Sep 30, 24

-6.92K

1.86%

Bridge Advisory, LLC

110.77K

Sep 30, 24

+348

0.85%

Cetera Advisor Networks LLC

8.71K

Mar 31, 24

+8.71K

0.07%

Cetera Advisors LLC

5.17K

Mar 31, 24

+5.17K

0.04%

Truadvice, LLC

77.81K

Sep 30, 23

+11.86K

0.60%

PFS INVESTMENTS INC.

Jun 30, 23

-5.83K

B. Riley Wealth Management, Inc.

5.80K

Jun 30, 22

0.04%