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Invesco Russell 1000 Equal Weight ETF

33 hedge funds and large institutions have $168M invested in Invesco Russell 1000 Equal Weight ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $37.4M → $168M (+$130M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

34% more ownership

Funds ownership: 12.14%46.14% (+34%)

14% more funds holding

Funds holding: 2933 (+4)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$134M +$127M +4,183,368 +3,651%
CIA
2
Choate Investment Advisors
Massachusetts
$7.88M -$684K -22,595 -8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.59M +$230K +7,590 +4%
Morgan Stanley
4
Morgan Stanley
New York
$4.22M -$1.32M -43,766 -24%
UBS Group
5
UBS Group
Switzerland
$1.79M +$696 +23 +0%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.77M -$61 -2 -0%
SKK
7
Shepherd Kaplan Krochuk
Massachusetts
$1.64M +$1.59M +52,477 New
Bank of America
8
Bank of America
North Carolina
$1.39M -$1.09M -35,930 -45%
CCFCSB
9
Cape Cod Five Cents Savings Bank
Massachusetts
$1.33M
CCMG
10
Clark Capital Management Group
Pennsylvania
$1.29M +$50.6K +1,673 +4%
BTS
11
BB&T Securities
Virginia
$1.15M +$222K +7,320 +25%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$839K +$90.7K +2,997 +13%
LPL Financial
13
LPL Financial
California
$838K +$111K +3,666 +16%
RJA
14
Raymond James & Associates
Florida
$787K -$371K -12,243 -33%
FCAG
15
First Capital Advisors Group
New Jersey
$601K -$15.2K -502 -3%
RIL
16
Rothschild Investment LLC
Illinois
$575K +$3.94K +130 +0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$373K +$3.9K +129 +1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$326K +$167K +5,515 +112%
SI
19
Stephens Inc
Arkansas
$242K -$404K -13,358 -63%
Jane Street
20
Jane Street
New York
$222K +$215K +7,115 New
CFA
21
Capstone Financial Advisors
Illinois
$211K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$170K -$5.66K -187 -3%
SIM
23
Sonora Investment Management
Arizona
$110K +$107K +3,528 New
1IA
24
1834 Investment Advisors
Wisconsin
$64K +$61.8K +2,043 New
AG
25
Advisor Group
Arizona
$41K -$58.8K -1,944 -60%