§ EQUITY
USDIUS
INVESCO RAFI STRATEGIC US ET
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
54 increased/new, 31 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.5M | 0.0% | −0% |
| ENVESTNET ASSET MANAGEMENT INC | 900K | 0.0% | +11% |
| CWM, LLC | 701K | 0.1% | +5% |
| Rockefeller Capital Management L.P. | 675K | 0.1% | +1% |
| Intelligence Driven Advisers, LLC | 550K | 5.6% | −17% |
| OSAIC HOLDINGS, INC. | 448K | 0.0% | −9% |
◇ AC INTELLIGENCE
Top institutional owners for IUS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.2% · 87 holders
DEALER / BANK2.0% · 11 holders
INCOME / DEFENSIVE0.6% · 3 holders
TACTICAL / MACRO0.1% · 1 holder
QUALITY / COMPOUNDER0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IUS in the last 180 days.