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Invesco Russell 1000 Equal Weight ETF

37 hedge funds and large institutions have $199M invested in Invesco Russell 1000 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $186M → $199M (+$12.9M)

0.17% more ownership

Funds ownership: 46.34%46.51% (+0.17%)

3% less funds holding

Funds holding: 3837 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$38K
Wells Fargo
27
Wells Fargo
California
$33K
RWA
28
River Wealth Advisors
Pennsylvania
$33K +$33K +1,052 New
CFA
29
Carroll Financial Associates
North Carolina
$31K
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$20K
LF
31
Lee Financial
Texas
$13K
RFA
32
Reilly Financial Advisors
California
$13K
AFIA
33
America First Investment Advisors
Nebraska
$7K
CCM
34
Cribstone Capital Management
Maine
$7K
CF
35
Centaurus Financial
California
$6K +$6.36K +203 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$2K +$2.19K +70 New
APA
37
American Portfolios Advisors
New York
$1.56K
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
-$1.36M -44,514 Closed
CCMG
39
Clark Capital Management Group
Pennsylvania
-$939K -30,766 Closed
EF
40
Empirical Finance
Pennsylvania
-$326K -10,130 Closed
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$52K -1,705 Closed
BlackRock
42
BlackRock
New York
-$10K -316 Closed
WAP
43
Wealthcare Advisory Partners
Pennsylvania
-$6K -184 Closed
AIM
44
Advantage Investment Management
Iowa
-$1K -46 Closed