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Invesco Russell 1000 Equal Weight ETF
EQAL

63 hedge funds and large institutions have $259M invested in Invesco Russell 1000 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

15% more funds holding

Funds holding: 55 → 63 (+8)

7% more capital invested

Capital invested by funds: $242M → $259M (+$17.4M)

0.58% more ownership

Funds ownership: 44.33% → 44.91% (+0.58%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCP
Wick Capital Partners
Pennsylvania
+$3.6M
2
JIP
Jaffetilchin Investment Partners
Florida
+$2.36M
3
AWM
Activest Wealth Management
Florida
+$1.44M
4
Bank of America
Bank of America
North Carolina
+$949K
5
AC
AlphaCore Capital
California
+$841K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$9.41M
2
SL
Systelligence LLC
Minnesota
-$2.08M
3
Jane Street
Jane Street
New York
-$1M
4
TRCT
Tower Research Capital (TRC)
New York
-$760K
5
PAG
Private Advisor Group
New Jersey
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MJP Associates
Connecticut
$528K +$528K +13,151 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$467K +$46.6K +1,162 +11%
ELI
28
Empire Life Investments
Ontario, Canada
$466K -$4.01K -100 -0.9%
CHJWM
29
Carlton Hofferkamp & Jenks Wealth Management
Texas
$433K – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$420K +$39.1K +974 +10%
CIA
31
Choate Investment Advisors
Massachusetts
$417K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$389K -$136K -3,385 -26%
SKK
33
Shepherd Kaplan Krochuk
Massachusetts
$383K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$331K +$111K +2,763 +51%
RW
35
Rede Wealth
Virginia
$326K -$44.4K -1,106 -12%
CAN
36
Cetera Advisor Networks
California
$286K -$12.9K -321 -4%
TFS
37
Thoroughbred Financial Services
Tennessee
$285K – – –
CCM
38
Coldstream Capital Management
Washington
$258K +$258K +6,430 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$257K -$39.6K -986 -13%
AWS
40
AJ Wealth Strategies
New York
$252K – – –
JMPWA
41
JP Morgan Private Wealth Advisors
California
$223K – – –
US Bancorp
42
US Bancorp
Minnesota
$210K +$210K +5,223 New
CF
43
Centaurus Financial
California
$201K – – –
CA
44
CoreCap Advisors
Michigan
$108K +$108K +2,700 New
CFGS
45
Concourse Financial Group Securities
Alabama
$70.6K +$70.5K +1,756 New
BAM
46
Belpointe Asset Management
Nevada
$61.7K +$61.6K +1,535 New
SWM
47
Spire Wealth Management
Virginia
$49K +$48.8K +1,216 New
IA
48
IFP Advisors
Florida
$47K -$1.6K -40 -3%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$28K +$28K +698 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$25.5K -$40 -1 -0.2%
1
2
3

EQAL Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2022, worth a combined $259M — up 7.2% from $242M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EQAL positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Wick Capital Partners, adding an estimated $3.6M. The largest seller was Stifel Financial, cutting an estimated $9.41M.

  • 63 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $259M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2022, up 7.2% quarter-over-quarter.
  • 16 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2022 and 7 closed out, a net change of +9 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2022 was Wick Capital Partners, an estimated $3.6M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2022 was Stifel Financial, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2022.