We are live on ! Find out more
EQAL icon

Invesco Russell 1000 Equal Weight ETF
EQAL

35 hedge funds and large institutions have $242M invested in Invesco Russell 1000 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $204M → $242M (+$37.9M)

7.54% more ownership

Funds ownership: 42.98% → 50.53% (+7.5%)

3% more funds holding

Funds holding: 34 → 35 (+1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$77.7M
2
Stifel Financial
Stifel Financial
Missouri
+$2.08M
3
CAL
Capital Advisors Ltd
Ohio
+$1.21M
4
CAL
Capital Analysts LLC
Pennsylvania
+$624K
5
Cerity Partners
Cerity Partners
New York
+$566K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.44M
2
LNC
Lincoln National Corp
Pennsylvania
-$656K
3
Morgan Stanley
Morgan Stanley
New York
-$594K
4
FCAG
First Capital Advisors Group
New Jersey
-$513K
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$33K – – –
Wells Fargo
27
Wells Fargo
California
$30K +$1.31K +43 +4%
RWA
28
River Wealth Advisors
Pennsylvania
$29K – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
LF
30
Lee Financial
Texas
$11K – – –
APA
31
American Portfolios Advisors
New York
$9.93K +$9.35K +307 +627%
AFIA
32
America First Investment Advisors
Nebraska
$6K – – –
CCM
33
Cribstone Capital Management
Maine
$6K – – –
CIAS
34
Capital Investment Advisory Services
North Carolina
$5K +$5.79K +190 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$3K +$1.22K +40 +57%
LNC
36
Lincoln National Corp
Pennsylvania
– -$656K -19,772 Closed
FCAG
37
First Capital Advisors Group
New Jersey
– -$513K -15,468 Closed
TPWA
38
TRUE Private Wealth Advisors
Oregon
– -$227K -6,855 Closed
CFA
39
Capstone Financial Advisors
Illinois
– -$225K -6,769 Closed
CFA
40
Carroll Financial Associates
North Carolina
– -$33K -1,000 Closed
1
2

EQAL Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2018, worth a combined $242M — up 19% from $204M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQAL positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $77.7M. The largest seller was PNC Financial Services Group, cutting an estimated $4.44M.

  • 35 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2018, up from 34 in Q3 2018.
  • Funds reported $242M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2018, up 19% quarter-over-quarter.
  • 6 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2018 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $77.7M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2018 was PNC Financial Services Group, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2018.