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Invesco Russell 1000 Equal Weight ETF

78 hedge funds and large institutions have $264M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 7878 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.94% less ownership

Funds ownership: 47.18%45.24% (-1.9%)

8% less capital invested

Capital invested by funds: $288M → $264M (-$23.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
21
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$693K +$124K +2,768 +22%
LCM
27
Lunt Capital Management
Utah
$633K
PAG
28
Private Advisor Group
New Jersey
$614K -$217K -4,841 -26%
Osaic Holdings
29
Osaic Holdings
Arizona
$612K -$144K -3,210 -19%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$601K +$17.3K +386 +3%
FCG
31
Fielder Capital Group
Tennessee
$589K -$10.1K -225 -2%
Mariner
32
Mariner
Kansas
$530K -$80.4K -1,792 -13%
GIA
33
Gladstone Institutional Advisory
Florida
$515K -$63.9K -1,423 -11%
Creative Planning
34
Creative Planning
Kansas
$512K +$515K +11,467 New
RIL
35
Rothschild Investment LLC
Illinois
$511K -$180K -4,013 -26%
CHJWM
36
Carlton Hofferkamp & Jenks Wealth Management
Texas
$466K
CIA
37
Choate Investment Advisors
Massachusetts
$464K
TCWM
38
Total Clarity Wealth Management
Illinois
$403K +$405K +9,015 New
RJA
39
Raymond James & Associates
Florida
$390K -$6.87K -153 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$388K -$43.4K -967 -10%
AC
41
AlphaCore Capital
California
$369K +$404 +9 +0.1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$348K +$84.2K +1,876 +32%
TRCT
43
Tower Research Capital (TRC)
New York
$335K -$79.6K -1,773 -19%
RW
44
Rede Wealth
Virginia
$303K -$6.73K -150 -2%
GJWM
45
Gilliland Jeter Wealth Management
Arkansas
$280K +$898 +20 +0.3%
TFS
46
Thoroughbred Financial Services
Tennessee
$260K
HighTower Advisors
47
HighTower Advisors
Illinois
$233K -$66.4K -1,480 -22%
IWM
48
Integris Wealth Management
California
$232K
DW
49
Dodds Wealth
Colorado
$226K
US Bancorp
50
US Bancorp
Minnesota
$221K

EQAL Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q2 2024, worth a combined $264M — down 8.1% from $288M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EQAL positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 23 trimmed.

The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $5.6M. The largest seller was Morgan Stanley, cutting an estimated $9.15M.

  • 78 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $264M of Invesco Russell 1000 Equal Weight ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 11 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $5.6M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q2 2024 was Morgan Stanley, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2024.