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Invesco Russell 1000 Equal Weight ETF

48 hedge funds and large institutions have $291M invested in Invesco Russell 1000 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.89% more ownership

Funds ownership: 43.73%44.62% (+0.89%)

0% less capital invested

Capital invested by funds: $291M → $291M (-$782K)

4% less funds holding

Funds holding: 5048 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
26
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K
Baird Financial Group
27
Baird Financial Group
Wisconsin
$446K +$79.1K +1,737 +21%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$376K +$216K +4,753 +130%
FAIM
29
Financial Advocates Investment Management
Washington
$283K +$865 +19 +0.3%
AWS
30
AJ Wealth Strategies
New York
$280K
PWM
31
PBMares Wealth Management
Virginia
$270K -$38.5K -845 -12%
GWM
32
Geneos Wealth Management
Colorado
$254K +$66.5K +1,460 +35%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$251K +$75.4K +1,656 +42%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$247K
DIA
35
Dana Investment Advisors
Wisconsin
$204K +$207K +4,558 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$200K
SIM
37
Sonora Investment Management
Arizona
$145K -$13.7K -300 -8%
GWSG
38
GPS Wealth Strategies Group
Colorado
$52K
CA
39
Clearstead Advisors
Ohio
$45K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$28K
TWA
41
TCI Wealth Advisors
Arizona
$21K
GEA
42
Glen Eagle Advisors
New Jersey
$20.4K
AFIA
43
America First Investment Advisors
Nebraska
$13K
ACA
44
Atlas Capital Advisors
Wyoming
$12.1K
APA
45
American Portfolios Advisors
New York
$11.9K
CIAS
46
Capital Investment Advisory Services
North Carolina
$7K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$5K +$1.55K +34 +39%
Citadel Advisors
48
Citadel Advisors
Florida
-$458K -10,028 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$418K -9,159 Closed
Jane Street
50
Jane Street
New York
-$376K -8,221 Closed