We are live on ! Find out more
EQAL icon

Invesco Russell 1000 Equal Weight ETF

61 hedge funds and large institutions have $267M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

3% more capital invested

Capital invested by funds: $259M → $267M (+$8.5M)

0.38% less ownership

Funds ownership: 44.91%44.52% (-0.38%)

3% less funds holding

Funds holding: 6361 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
20
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$695K +$8.36K +200 +1%
SFC
27
Strategic Financial Concepts
Texas
$695K +$707K +16,908 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$489K +$92.3K +2,208 +23%
HighTower Advisors
29
HighTower Advisors
Illinois
$462K +$125K +2,991 +36%
CIA
30
Choate Investment Advisors
Massachusetts
$427K
Baird Financial Group
31
Baird Financial Group
Wisconsin
$426K -$3.8K -91 -0.9%
CHJWM
32
Carlton Hofferkamp & Jenks Wealth Management
Texas
$399K
Citadel Advisors
33
Citadel Advisors
Florida
$397K +$404K +9,673 New
SKK
34
Shepherd Kaplan Krochuk
Massachusetts
$326K -$66.3K -1,586 -17%
JIP
35
Jaffetilchin Investment Partners
Florida
$293K -$2.16M -51,574 -88%
TFS
36
Thoroughbred Financial Services
Tennessee
$292K
CF
37
Centaurus Financial
California
$282K +$77.8K +1,860 +37%
CCM
38
Coldstream Capital Management
Washington
$264K
AWS
39
AJ Wealth Strategies
New York
$257K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$244K -$20K -479 -7%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$228K
US Bancorp
42
US Bancorp
Minnesota
$215K
CAN
43
Cetera Advisor Networks
California
$205K -$89.4K -2,139 -30%
CFGS
44
Concourse Financial Group Securities
Alabama
$72.2K
AWM
45
Activest Wealth Management
Florida
$66K -$1.44M -34,364 -95%
William Blair & Company
46
William Blair & Company
Illinois
$60.8K +$63K +1,507 New
SWM
47
Spire Wealth Management
Virginia
$50K
BAM
48
Belpointe Asset Management
Nevada
$41.9K -$21.6K -516 -34%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$26.1K +$125 +3 +0.5%
GT
50
Glenmede Trust
Pennsylvania
$24.6K