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Invesco Russell 1000 Equal Weight ETF
EQAL
EQAL
33 hedge funds and large institutions have $168M invested in Invesco Russell 1000 Equal Weight ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
348% more capital invested
Capital invested by funds: $37.4M → $168M (+$130M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
34% more ownership
Funds ownership: 12.14% → 46.14% (+34%)
14% more funds holding
Funds holding: 29 → 33 (+4)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$127M |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$1.59M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$230K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$222K |
| 5 |
Jane Street
New York
|
+$215K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$718K |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$684K |
| 5 |
Goldman Sachs
New York
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $41K | -$12.1K | -400 | -24% |
|
27
Wells Fargo
San Francisco,
California
| $32K | – | – | – |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $31K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $20K | -$34.3K | -1,134 | -64% |
|
|
CCM
30
Cribstone Capital Management
Augusta,
Maine
| $7K | – | – | – |
|
|
AFIA
31
America First Investment Advisors
Omaha,
Nebraska
| $7K | +$6.63K | +219 | New |
|
|
FAAS
32
First Allied Advisory Services
San Diego,
California
| $7K | +$6.93K | +229 | New |
|
|
WAP
33
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $6K | – | – | – |
|
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$718K | -24,344 | Closed |
|
|
35
Goldman Sachs
New York
| – | -$436K | -14,774 | Closed |
|