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Invesco Russell 1000 Equal Weight ETF

36 hedge funds and large institutions have $172M invested in Invesco Russell 1000 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5.63% less ownership

Funds ownership: 52.26%46.63% (-5.6%)

20% less funds holding

Funds holding: 4536 (-9)

45% less capital invested

Capital invested by funds: $311M → $172M (-$138M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
15
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$135M +$2.03M +65,518 +1%
CIA
2
Choate Investment Advisors
Massachusetts
$8.74M -$62.4M -2,015,045 -85%
Cerity Partners
3
Cerity Partners
New York
$5.02M +$3.98M +128,673 +164%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.65M -$1.03M -33,193 -15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.45M +$1.55M +50,075 +54%
Morgan Stanley
6
Morgan Stanley
New York
$2.33M -$104K -3,347 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.17M +$2.61M +84,304 +1,670%
BBHC
8
Brown Brothers Harriman & Co
New York
$1.35M -$1.13M -36,416 -40%
Citadel Advisors
9
Citadel Advisors
Florida
$1.28M +$511K +16,510 +45%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.14M -$82.8K -2,675 -5%
UBS Group
11
UBS Group
Switzerland
$1.11M -$3.2M -103,515 -69%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.02M -$635K -20,527 -33%
CAL
13
Capital Advisors Ltd
Ohio
$932K -$21.3K -688 -2%
LPL Financial
14
LPL Financial
California
$645K -$241K -7,792 -23%
SIC
15
SFE Investment Counsel
California
$584K +$28.8K +930 +4%
RJA
16
Raymond James & Associates
Florida
$528K +$5.72K +185 +0.9%
RIL
17
Rothschild Investment LLC
Illinois
$507K -$330K -10,652 -34%
TRCT
18
Tower Research Capital (TRC)
New York
$500K +$264K +8,533 +71%
Osaic Holdings
19
Osaic Holdings
Arizona
$365K +$465K +15,039 New
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$350K +$124 +4 +0%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$292K +$72.7K +2,348 +24%
Bank of America
22
Bank of America
North Carolina
$147K -$336K -10,856 -64%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$123K +$144K +4,654 +1,105%
SIM
24
Sonora Investment Management
Arizona
$86K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$84K -$81.4K -2,632 -43%