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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
GT
51
Glenmede Trust
Pennsylvania
$188K +$189K +4,209 New
HI
52
Harbour Investments
Wisconsin
$123K +$26.8K +596 +28%
BBHC
53
Brown Brothers Harriman & Co
New York
$112K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$80.9K +$8.39K +187 +12%
AF
55
Allworth Financial
California
$64.2K
SWM
56
Spire Wealth Management
Virginia
$54.3K
CFGS
57
Concourse Financial Group Securities
Alabama
$47.1K
William Blair & Company
58
William Blair & Company
Illinois
$43.8K
GAG
59
Goodman Advisory Group
Massachusetts
$33.6K +$33.8K +752 New
CA
60
Clearstead Advisors
Ohio
$23.8K
SPIA
61
Steward Partners Investment Advisory
New York
$23.4K +$23.5K +523 New
GPFA
62
Game Plan Financial Advisors
Ohio
$22.3K
NA
63
NewEdge Advisors
Louisiana
$19K
JP Morgan Chase
64
JP Morgan Chase
New York
$18.8K +$18.9K +421 New
AFIA
65
America First Investment Advisors
Nebraska
$16.6K +$1.12K +25 +7%
BlackRock
66
BlackRock
New York
$13.4K +$13.5K +300 New
TCM
67
TruNorth Capital Management
Michigan
$13.4K +$13.5K +300 New
IAIM
68
International Assets Investment Management
Florida
$11.2K +$11.2K +250 New
TSWM
69
Tyler-Stone Wealth Management
Ohio
$11.1K
Comerica Bank
70
Comerica Bank
Texas
$6.25K -$1.08K -24 -15%
PS
71
Principal Securities
Iowa
$4.2K
SIS
72
Sound Income Strategies
Florida
$3.39K
PA
73
PSI Advisors
Florida
$2.69K +$45 +1 +2%
Wells Fargo
74
Wells Fargo
California
$2.68K -$87.2K -1,942 -97%
GEA
75
Glen Eagle Advisors
New Jersey
$1.83K

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.