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Invesco Russell 1000 Equal Weight ETF

34 hedge funds and large institutions have $204M invested in Invesco Russell 1000 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

2% more capital invested

Capital invested by funds: $199M → $204M (+$4.96M)

3.53% less ownership

Funds ownership: 46.51%42.98% (-3.5%)

8% less funds holding

Funds holding: 3734 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$174M +$7.07M +215,375 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$12.3M +$2.82M +85,853 +30%
Morgan Stanley
3
Morgan Stanley
New York
$4.3M +$591K +18,003 +16%
UBS Group
4
UBS Group
Switzerland
$1.78M -$16.6K -506 -0.9%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.64M
LPL Financial
6
LPL Financial
California
$1.43M +$389K +11,836 +38%
CCFCSB
7
Cape Cod Five Cents Savings Bank
Massachusetts
$1.41M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$852K +$33.7K +1,028 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$750K +$166K +5,063 +29%
RIL
10
Rothschild Investment LLC
Illinois
$731K -$4.66K -142 -0.6%
LNC
11
Lincoln National Corp
Pennsylvania
$656K
Bank of America
12
Bank of America
North Carolina
$569K -$2.68M -81,653 -83%
RJA
13
Raymond James & Associates
Florida
$557K +$20.7K +630 +4%
FCAG
14
First Capital Advisors Group
New Jersey
$513K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$507K +$139K +4,225 +38%
Citadel Advisors
16
Citadel Advisors
Florida
$453K +$448K +13,653 New
KeyBank National Association
17
KeyBank National Association
Ohio
$431K +$427K +13,000 New
Cerity Partners
18
Cerity Partners
New York
$332K +$328K +10,000 New
TPWA
19
TRUE Private Wealth Advisors
Oregon
$227K +$18.2K +554 +9%
CFA
20
Capstone Financial Advisors
Illinois
$225K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$191K
GWM
22
Geneos Wealth Management
Colorado
$162K
SIM
23
Sonora Investment Management
Arizona
$118K
BFEC
24
Benjamin F. Edwards & Company
Missouri
$40K
AG
25
Advisor Group
Arizona
$39K