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Invesco Russell 1000 Equal Weight ETF

63 hedge funds and large institutions have $259M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2.41% more ownership

Funds ownership: 38.76%41.17% (+2.4%)

2% more funds holding

Funds holding: 6263 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

4% more capital invested

Capital invested by funds: $249M → $259M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$556K +$585K +13,938 New
GIA
27
Gladstone Institutional Advisory
Florida
$516K -$101K -2,397 -16%
FTUS
28
Flow Traders U.S.
New York
$500K +$526K +12,539 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$464K -$3.78K -90 -0.8%
RJA
30
Raymond James & Associates
Florida
$421K -$27.8K -663 -6%
CIA
31
Choate Investment Advisors
Massachusetts
$414K
Baird Financial Group
32
Baird Financial Group
Wisconsin
$396K -$19.6K -468 -5%
TRCT
33
Tower Research Capital (TRC)
New York
$384K +$145K +3,464 +56%
CHJWM
34
Carlton Hofferkamp & Jenks Wealth Management
Texas
$379K
HighTower Advisors
35
HighTower Advisors
Illinois
$297K +$9.49K +226 +3%
CAN
36
Cetera Advisor Networks
California
$286K +$100K +2,386 +50%
TFS
37
Thoroughbred Financial Services
Tennessee
$256K -$28.6K -681 -10%
Cerity Partners
38
Cerity Partners
New York
$250K +$263K +6,261 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$238K -$35.7K -850 -12%
CF
40
Centaurus Financial
California
$233K -$8.39K -200 -3%
US Bancorp
41
US Bancorp
Minnesota
$208K
JMPWA
42
JP Morgan Private Wealth Advisors
California
$205K
ACA
43
Aptus Capital Advisors
Alabama
$74.7K +$78.6K +1,873 New
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.7K +$78.6K +1,873 New
HI
45
Harbour Investments
Wisconsin
$67.6K -$17.8K -424 -20%
AWM
46
Activest Wealth Management
Florida
$65.9K +$69.4K +1,653 New
Comerica Bank
47
Comerica Bank
Texas
$64.8K +$68.2K +1,624 New
SWM
48
Spire Wealth Management
Virginia
$48.5K
CA
49
Clearstead Advisors
Ohio
$42.4K +$22.3K +532 +100%
CFGS
50
Concourse Financial Group Securities
Alabama
$42.1K -$29.4K -700 -40%

EQAL Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q3 2023, worth a combined $259M — up 4% from $249M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EQAL positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $13.8M. The largest seller was Private Advisor Group, cutting an estimated $4.06M.

  • 63 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $259M of Invesco Russell 1000 Equal Weight ETF stock for Q3 2023, up 4% quarter-over-quarter.
  • 10 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q3 2023 was Reliant Wealth Planning, an estimated $13.8M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q3 2023 was Private Advisor Group, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2023.