Invesco Russell 1000 Equal Weight ETF
EQAL
12 hedge funds and large institutions have $142M invested in Invesco Russell 1000 Equal Weight ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
3.12% more ownership
Funds ownership: 94.56% → 97.68% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $146M → $142M (-$3.31M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
+$1.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$383K |
| 3 |
LPL Financial
San Diego,
California
|
+$252K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$182K |
| 5 |
Morgan Stanley
New York
|
+$8.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.61M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$767K |
| 3 |
Jane Street
New York
|
-$572K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$546K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$101K |
EQAL Hedge Fund Activity: Q2 2015 in Review
12 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q2 2015, worth a combined $142M — down 2.3% from $146M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQAL positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $1.3M. The largest seller was Stadion Money Management, cutting an estimated $1.61M.
- 12 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q2 2015, up from 9 in Q1 2015.
- Funds reported $142M of Invesco Russell 1000 Equal Weight ETF stock for Q2 2015, down 2.3% quarter-over-quarter.
- 4 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q2 2015 and 1 closed out, a net change of +3 holders.
- The largest Invesco Russell 1000 Equal Weight ETF buyer in Q2 2015 was Cape Cod Five Cents Savings Bank, an estimated $1.3M added.
- The largest Invesco Russell 1000 Equal Weight ETF seller in Q2 2015 was Stadion Money Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2015.