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Invesco Russell 1000 Equal Weight ETF

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.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

8% more funds holding

Funds holding: 7783 (+6)

1.77% more ownership

Funds ownership: 45.48%47.25% (+1.8%)

4% more capital invested

Capital invested by funds: $281M → $293M (+$12.3M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
Strategic Financial Concepts
Texas
$864K +$888K +17,880 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$810K +$78.7K +1,585 +10%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$810K +$720K +14,499 +640%
USWIA
29
UP Strategic Wealth Investment Advisors
Pennsylvania
$800K
Creative Planning
30
Creative Planning
Kansas
$775K +$226K +4,546 +40%
NWM
31
Napa Wealth Management
California
$710K +$730K +14,708 New
LCM
32
Lunt Capital Management
Utah
$667K -$18.5K -372 -3%
Ameriprise
33
Ameriprise
Minnesota
$638K +$656K +13,206 New
GIA
34
Gladstone Institutional Advisory
Florida
$557K +$99 +2 +0%
ACA
35
Aptus Capital Advisors
Alabama
$540K +$555K +11,183 New
CHJWM
36
Carlton Hofferkamp & Jenks Wealth Management
Texas
$502K
RIL
37
Rothschild Investment LLC
Illinois
$425K -$36.2K -729 -8%
Raymond James Financial
38
Raymond James Financial
Florida
$414K +$425K +8,568 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$412K -$13.7K -276 -3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$411K +$28.5K +575 +7%
FCG
41
Fielder Capital Group
Tennessee
$410K
AC
42
AlphaCore Capital
California
$401K +$546 +11 +0.1%
PAG
43
Private Advisor Group
New Jersey
$387K -$94.7K -1,908 -19%
MWM
44
Mission Wealth Management
California
$384K +$394K +7,940 New
CIA
45
Choate Investment Advisors
Massachusetts
$351K -$155K -3,120 -30%
Osaic Holdings
46
Osaic Holdings
Arizona
$346K -$29.6K -596 -8%
RW
47
Rede Wealth
Virginia
$320K -$6.65K -134 -2%
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$305K +$1.19K +24 +0.4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$303K -$273K -5,500 -47%
RIS
50
Retirement Income Solutions
Michigan
$298K +$306K +6,172 New