We are live on ! Find out more
EQAL icon

Invesco Russell 1000 Equal Weight ETF

62 hedge funds and large institutions have $249M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

5.77% less ownership

Funds ownership: 44.52%38.76% (-5.8%)

7% less capital invested

Capital invested by funds: $267M → $249M (-$18.5M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$571K -$628K -15,512 -53%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$490K -$6.97K -172 -1%
RJA
28
Raymond James & Associates
Florida
$469K -$231K -5,704 -34%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$435K +$1.05K +26 +0.3%
CIA
30
Choate Investment Advisors
Massachusetts
$435K
CHJWM
31
Carlton Hofferkamp & Jenks Wealth Management
Texas
$426K
RW
32
Rede Wealth
Virginia
$343K +$332K +8,194 New
HighTower Advisors
33
HighTower Advisors
Illinois
$302K -$162K -3,990 -36%
Wells Fargo
34
Wells Fargo
California
$302K +$292K +7,211 New
TFS
35
Thoroughbred Financial Services
Tennessee
$297K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$285K +$35.7K +882 +15%
CCM
37
Coldstream Capital Management
Washington
$269K
AWS
38
AJ Wealth Strategies
New York
$262K
TRCT
39
Tower Research Capital (TRC)
New York
$258K -$570K -14,077 -70%
CF
40
Centaurus Financial
California
$253K -$33.3K -823 -12%
US Bancorp
41
US Bancorp
Minnesota
$219K
ICG
42
InterOcean Capital Group
Tennessee
$217K +$210K +5,179 New
JMPWA
43
JP Morgan Private Wealth Advisors
California
$216K -$15.8K -390 -7%
CAN
44
Cetera Advisor Networks
California
$200K -$7.9K -195 -4%
William Blair & Company
45
William Blair & Company
Illinois
$104K +$39.8K +982 +65%
HI
46
Harbour Investments
Wisconsin
$88.7K +$67.1K +1,657 +358%
CFGS
47
Concourse Financial Group Securities
Alabama
$73.5K
SWM
48
Spire Wealth Management
Virginia
$50.9K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$48.9K +$46K +1,135 +3,338%
BC
50
Bartlett & Co
Ohio
$42K +$40.5K +1,000 New