Grundlæggende statistik
| Institutionelle ejere | 99 total, 99 long only, 0 short only, 0 long/short - change of 4,21% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4284 % - change of -15,38% MRQ |
| Institutionelle aktier (lange) | 7.036.308 (ex 13D/G) - change of -0,46MM shares -6,17% MRQ |
| Institutionel værdi (lang) | $ 347.865 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (US:IUS) har 99 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,036,308 aktier. Største aktionærer omfatter LPL Financial LLC, Envestnet Asset Management Inc, Intelligence Driven Advisers, LLC, Advisor Group Holdings, Inc., RFG - Bristol Wealth Advisors, LLC, Raymond James Financial Inc, Merit Financial Group, LLC, Goldman Sachs Group Inc, Kestra Advisory Services, LLC, and Arq Wealth Advisors, Llc .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (NasdaqGM:IUS) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 5, 2025 is 54,30 / share. Previously, on September 9, 2024, the share price was 48,23 / share. This represents an increase of 12,59% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5.260 | 0,00 | 271 | 4,25 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5.914 | -56,42 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 10.380 | -45,67 | 535 | -43,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 684.623 | 81,19 | 35.258 | 89,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.360 | -1,45 | 70 | 2,94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.164 | 0,43 | 60 | 3,51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 226.139 | 0,00 | 11.646 | 4,34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 220.557 | -12,40 | 11.359 | -8,61 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 107.390 | 5.531 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 43.665 | 32,07 | 2.249 | 37,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58.901 | 85,30 | 3.033 | 93,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19.011 | 938 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 553.625 | 42,59 | 28.512 | 48,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.043 | 208 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 37.330 | -4,63 | 1.923 | -0,52 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 170.065 | -1,35 | 8.758 | 2,93 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 21.232 | -7,49 | 1.093 | -3,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69.757 | 11,89 | 3.593 | 16,74 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 236.620 | -2,77 | 12.186 | 1,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5.695 | 293 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6.245 | -36,02 | 322 | -33,20 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 273.733 | -41,16 | 14.097 | -38,61 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 1.305 | 0,00 | 67 | 4,69 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 5.495 | 0,00 | 283 | 4,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.944 | -14,24 | 667 | -10,60 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 92.682 | 15,76 | 4.773 | 20,80 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 34.518 | -3,52 | 1.778 | 0,68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67.919 | -37,18 | 3.498 | -34,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141.984 | -46,60 | 7.312 | -44,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23.536 | 226,89 | 1.231 | 246,48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14.530 | -4,33 | 748 | -0,13 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4.494 | 231 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -99,97 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 548 | -5,52 | 28 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3.972 | -16,75 | 205 | -13,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.991 | -63,78 | 206 | -62,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33.948 | -9,45 | 1.748 | -5,51 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31.331 | -2,39 | 1.613 | 1,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.777 | -73,58 | 864 | -72,44 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11.157 | 0,15 | 575 | 4,55 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.147 | -20,42 | 368 | -16,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 47.630 | 22,93 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 28.893 | -0,45 | 1.488 | 3,84 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.390 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.813 | -65,19 | 402 | -63,75 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.775 | 1,50 | 400 | 5,82 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 8.428 | 22,41 | 434 | 28,02 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 25 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13.130 | -7,65 | 676 | -3,57 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29.029 | -71,93 | 1.495 | -70,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 131.010 | 22,47 | 6.747 | 27,77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.235 | 0,00 | 115 | 4,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.340 | 214,94 | 121 | 233,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 750 | 0,00 | 39 | 2,70 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 120.660 | 0,48 | 6.214 | 4,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15.981 | -6,83 | 823 | -2,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7.428 | 5,78 | 383 | 10,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.193 | 16,21 | 216 | 20,11 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 14.367 | -0,24 | 740 | 4,08 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.957 | -51,19 | 204 | -49,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 86.886 | -5,05 | 4 | 0,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.536 | 220 | ||||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 10.155 | -2,73 | 523 | 5,67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7.887 | -58,64 | 406 | -56,85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13.828 | 712 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 28.664 | -73,47 | 1.476 | -72,32 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 208.138 | 0,00 | 10.274 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 940 | 0,00 | 48 | 4,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27.160 | -31,29 | 1.399 | -28,34 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4.023 | -13,76 | 207 | -10,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.398 | -46,60 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.900 | -3,16 | 561 | 1,08 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92.919 | 8,26 | 4.785 | 12,96 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 456.777 | -4,18 | 23.526 | -0,03 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 38.320 | -11,27 | 1.973 | -7,41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5.964 | -4,99 | 307 | -0,65 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1.615 | 0,00 | 84 | 5,06 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 260 | 0,00 | 13 | 8,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 | -12,50 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 66.181 | 3.408 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.995 | 154 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10.689 | 39,89 | 550 | 45,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18.789 | -1,17 | 968 | 3,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 251.426 | -0,33 | 12.948 | 3,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.445.230 | 11,51 | 74.429 | 16,34 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 104.932 | 12,48 | 5.404 | 17,38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122.507 | 29,17 | 6 | 50,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 115.203 | 0,20 | 5.933 | 4,53 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 129.200 | 6,53 | 6.654 | 11,14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 673 | 0,00 | 35 | 3,03 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 7.255 | -0,04 | 374 | 4,19 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.905 | -17,16 | 201 | -13,36 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5.559 | 0,31 | 290 | 6,23 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 291 | -42,26 | 15 | -41,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4.159 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26.395 | 71,85 | 1.359 | 79,29 |
