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Invesco Russell 1000 Equal Weight ETF

78 hedge funds and large institutions have $291M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

24% more funds holding

Funds holding: 6378 (+15)

12% more capital invested

Capital invested by funds: $259M → $291M (+$32.1M)

7.92% more ownership

Funds ownership: 41.17%49.09% (+7.9%)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
15
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
26
Rothschild Investment LLC
Illinois
$703K -$18.5K -457 -3%
LCM
27
Lunt Capital Management
Utah
$687K +$631K +15,575 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$650K +$195K +4,809 +48%
FCG
29
Fielder Capital Group
Tennessee
$636K +$585K +14,428 New
GIA
30
Gladstone Institutional Advisory
Florida
$571K +$81 +2 +0%
NPT
31
National Philanthropic Trust
Pennsylvania
$551K +$506K +12,491 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$532K -$663K -16,354 -58%
RJA
33
Raymond James & Associates
Florida
$475K +$9.32K +230 +2%
CIA
34
Choate Investment Advisors
Massachusetts
$458K
CHJWM
35
Carlton Hofferkamp & Jenks Wealth Management
Texas
$431K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$407K -$97.7K -2,410 -21%
Citadel Advisors
37
Citadel Advisors
Florida
$379K -$1.32M -32,621 -79%
AC
38
AlphaCore Capital
California
$364K -$235K -5,788 -41%
HighTower Advisors
39
HighTower Advisors
Illinois
$324K -$4.13K -102 -1%
CAN
40
Cetera Advisor Networks
California
$294K -$21K -517 -7%
Cerity Partners
41
Cerity Partners
New York
$276K
GJWM
42
Gilliland Jeter Wealth Management
Arkansas
$275K +$253K +6,231 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$271K +$7.95K +196 +3%
TFS
44
Thoroughbred Financial Services
Tennessee
$257K -$24.1K -595 -9%
US Bancorp
45
US Bancorp
Minnesota
$230K
IWM
46
Integris Wealth Management
California
$229K +$211K +5,200 New
SI
47
Stephens Inc
Arkansas
$226K +$208K +5,132 New
DW
48
Dodds Wealth
Colorado
$225K +$206K +5,093 New
FTUS
49
Flow Traders U.S.
New York
$203K -$321K -7,927 -63%
ASN
50
Advisory Services Network
Georgia
$124K +$114K +2,803 New