Invesco Russell 1000 Equal Weight ETF
EQAL
36 hedge funds and large institutions have $62.3M invested in Invesco Russell 1000 Equal Weight ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
138% more capital invested
Capital invested by funds: $26.1M → $62.3M (+$36.1M)
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
24% more funds holding
Funds holding: 29 → 36 (+7)
8.45% more ownership
Funds ownership: 15.78% → 24.23% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$27.1M |
| 2 |
Morgan Stanley
New York
|
+$3.43M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.95M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.83M |
| 3 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$1.59M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$321K |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$240K |
EQAL Hedge Fund Activity: Q1 2017 in Review
36 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q1 2017, worth a combined $62.3M — up 138% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EQAL positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $27.1M. The largest seller was Advisor Group, cutting an estimated $2.95M.
- 36 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q1 2017, up from 29 in Q4 2016.
- Funds reported $62.3M of Invesco Russell 1000 Equal Weight ETF stock for Q1 2017, up 138% quarter-over-quarter.
- 11 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
- The largest Invesco Russell 1000 Equal Weight ETF buyer in Q1 2017 was Choate Investment Advisors, an estimated $27.1M added.
- The largest Invesco Russell 1000 Equal Weight ETF seller in Q1 2017 was Advisor Group, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2017.