EQAL icon

Invesco Russell 1000 Equal Weight ETF
EQAL

Overview Fund Activity

83 hedge funds and large institutions have $293M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Sykon Capital
New York
$5.45M
2
MMA
2
Miracle Mile Advisors
California
$4.14M
3
Bank of America
3
Bank of America
North Carolina
$30.2M
4
SFC
4
Strategic Financial Concepts
Texas
$864K
5
NWM
5
Napa Wealth Management
California
$710K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$174M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.31M
5
UBS Group
5
UBS Group
Switzerland
$5.36M
Name Market Value Shares Shares
Change 		Shares
Change %
SFC
26
Strategic Financial Concepts
Texas
$864K 17,880 +17,880 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$810K 16,774 +1,585 +10%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$810K 16,765 +14,499 +640%
USWIA
29
UP Strategic Wealth Investment Advisors
Pennsylvania
$800K 16,569 – –
Creative Planning
30
Creative Planning
Kansas
$775K 16,048 +4,546 +40%
NWM
31
Napa Wealth Management
California
$710K 14,708 +14,708 New
LCM
32
Lunt Capital Management
Utah
$667K 13,802 -372 -3%
Ameriprise
33
Ameriprise
Minnesota
$638K 13,206 +13,206 New
GIA
34
Gladstone Institutional Advisory
Florida
$557K 11,531 +2 +0%
ACA
35
Aptus Capital Advisors
Alabama
$540K 11,183 +11,183 New
CHJWM
36
Carlton Hofferkamp & Jenks Wealth Management
Texas
$502K 10,000 – –
RIL
37
Rothschild Investment LLC
Illinois
$425K 8,806 -729 -8%
Raymond James Financial
38
Raymond James Financial
Florida
$414K 8,568 +8,568 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$412K 8,540 -276 -3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$411K 8,501 +575 +7%
FCG
41
Fielder Capital Group
Tennessee
$410K 8,489 – –
AC
42
AlphaCore Capital
California
$401K 8,295 +11 +0.1%
PAG
43
Private Advisor Group
New Jersey
$387K 8,014 -1,908 -19%
MWM
44
Mission Wealth Management
California
$384K 7,940 +7,940 New
CIA
45
Choate Investment Advisors
Massachusetts
$351K 7,265 -3,120 -30%
Osaic Holdings
46
Osaic Holdings
Arizona
$346K 7,159 -596 -8%
RW
47
Rede Wealth
Virginia
$320K 6,621 -134 -2%
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$305K 6,323 +24 +0.4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$303K 6,280 -5,500 -47%
RIS
50
Retirement Income Solutions
Michigan
$298K 6,172 +6,172 New
1
2
3 4