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Invesco Russell 1000 Equal Weight ETF

45 hedge funds and large institutions have $311M invested in Invesco Russell 1000 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

18% more funds holding

Funds holding: 3845 (+7)

5% more capital invested

Capital invested by funds: $296M → $311M (+$15.2M)

0.48% more ownership

Funds ownership: 51.77%52.26% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$188M +$87.3K +2,666 +0%
CIA
2
Choate Investment Advisors
Massachusetts
$81.2M -$1.17M -35,585 -1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$7.7M -$288K -8,787 -4%
UBS Group
4
UBS Group
Switzerland
$5.11M -$899K -27,439 -16%
Morgan Stanley
5
Morgan Stanley
New York
$3.4M +$63K +1,925 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.16M +$64.9K +1,982 +2%
BBHC
7
Brown Brothers Harriman & Co
New York
$3.15M -$10.5K -320 -0.3%
Cerity Partners
8
Cerity Partners
New York
$2.68M +$17.1K +522 +0.7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.14M +$826K +25,207 +67%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.69M +$819 +25 +0.1%
PFA
11
Professional Financial Advisors
Nebraska
$1.67M +$1.6M +48,838 New
CAL
12
Capital Advisors Ltd
Ohio
$1.34M -$49.1K -1,498 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$1.24M +$755K +23,055 +173%
LPL Financial
14
LPL Financial
California
$1.18M -$881K -26,912 -44%
RIL
15
Rothschild Investment LLC
Illinois
$1.08M +$20.7K +633 +2%
SIC
16
SFE Investment Counsel
California
$792K -$21.5K -656 -3%
RJA
17
Raymond James & Associates
Florida
$738K -$132K -4,025 -16%
Bank of America
18
Bank of America
North Carolina
$578K -$4.82M -147,267 -90%
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$493K +$131 +4 +0%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$441K -$7.86K -240 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$413K +$36K +1,100 +10%
EF
22
Empirical Finance
Pennsylvania
$351K +$721 +22 +0.2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$332K +$318K +9,706 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$280K
Truist Financial
25
Truist Financial
North Carolina
$271K +$260K +7,936 New

EQAL Hedge Fund Activity: Q4 2019 in Review

45 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2019, worth a combined $311M — up 5.1% from $296M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQAL positions and 0 closed out — a net gain of 7 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $826K. The largest seller was Bank of America, cutting an estimated $4.82M.

  • 45 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $311M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 7 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2019 and 0 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2019 was Commonwealth Equity Services, an estimated $826K added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2019 was Bank of America, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2019.