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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

EQAL Hedge Fund Activity: Q1 2020 in Review

36 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q1 2020, worth a combined $172M — down 45% from $311M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EQAL and 2 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Cerity Partners, adding an estimated $3.98M. The largest seller was Choate Investment Advisors, cutting an estimated $62.4M.

  • 36 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q1 2020, down from 45 in Q4 2019.
  • Funds reported $172M of Invesco Russell 1000 Equal Weight ETF stock for Q1 2020, down 45% quarter-over-quarter.
  • 2 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q1 2020 and 9 closed out, a net change of -7 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q1 2020 was Cerity Partners, an estimated $3.98M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q1 2020 was Choate Investment Advisors, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2020.