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Invesco Russell 1000 Equal Weight ETF
EQAL
EQAL
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: 63 → 78 (+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: 2 → 0 (-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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$20.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.66M |
| 5 |
Two Sigma Investments
New York
|
+$1.22M |
Top Sellers
| 1 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$13.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.49M |
| 3 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$4.54M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TVAMP
76
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $441 | +$405 | +10 | New |
|
|
NCM
77
Northwest Capital Management
Lake Oswego,
Oregon
| $84 | – | – | – |
|
|
RWP
78
Reliant Wealth Planning
Louisville,
Kentucky
| – | -$13.1M | -327,684 | Closed |
|
79
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$556K | -13,938 | Closed |
|
|
CF
80
Centaurus Financial
Anaheim,
California
| – | -$233K | -5,847 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$27K | -636 | Closed |
|
82
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$20.2K | -498 | -100% |
|
|
SIS
83
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2.79K | -70 | Closed |
|