Invesco Russell 1000 Equal Weight ETF
EQAL
35 hedge funds and large institutions have $242M invested in Invesco Russell 1000 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $204M → $242M (+$37.9M)
7.54% more ownership
Funds ownership: 42.98% → 50.53% (+7.5%)
3% more funds holding
Funds holding: 34 → 35 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$77.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.08M |
| 3 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$1.21M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$624K |
| 5 |
Cerity Partners
New York
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.44M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$656K |
| 3 |
Morgan Stanley
New York
|
-$594K |
| 4 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$513K |
| 5 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
-$396K |
EQAL Hedge Fund Activity: Q4 2018 in Review
35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2018, worth a combined $242M — up 19% from $204M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EQAL positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $77.7M. The largest seller was PNC Financial Services Group, cutting an estimated $4.44M.
- 35 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2018, up from 34 in Q3 2018.
- Funds reported $242M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2018, up 19% quarter-over-quarter.
- 6 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2018 and 5 closed out, a net change of +1 holder.
- The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $77.7M added.
- The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2018 was PNC Financial Services Group, an estimated $4.44M sold.
Based on aggregated 13F filings for Q4 2018.