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Invesco Russell 1000 Equal Weight ETF

33 hedge funds and large institutions have $200M invested in Invesco Russell 1000 Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

25% more capital invested

Capital invested by funds: $159M → $200M (+$40.2M)

4.97% more ownership

Funds ownership: 39.49%44.46% (+5%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$169M +$35.6M +1,098,600 +26%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$7.83M +$1.97M +60,708 +33%
CIA
3
Choate Investment Advisors
Massachusetts
$5.71M -$5.55M -171,191 -49%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.52M +$1.47M +45,446 +71%
Morgan Stanley
5
Morgan Stanley
New York
$2.67M +$387K +11,927 +17%
CAL
6
Capital Advisors Ltd
Ohio
$1.24M +$259 +8 +0%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.14M -$37.7K -1,164 -3%
LPL Financial
8
LPL Financial
California
$1.1M +$1.39K +43 +0.1%
TRCT
9
Tower Research Capital (TRC)
New York
$1.04M +$435K +13,429 +71%
UBS Group
10
UBS Group
Switzerland
$926K -$98K -3,023 -10%
SIC
11
SFE Investment Counsel
California
$810K +$12.4K +383 +2%
RIL
12
Rothschild Investment LLC
Illinois
$741K +$778 +24 +0.1%
RJA
13
Raymond James & Associates
Florida
$704K +$746 +23 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$581K -$1.24M -38,393 -68%
Osaic Holdings
15
Osaic Holdings
Arizona
$515K +$219K +6,768 +73%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$441K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$424K +$78.2K +2,411 +22%
HighTower Advisors
18
HighTower Advisors
Illinois
$247K -$6K -185 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$217K -$162 -5 -0.1%
FAIM
20
Financial Advocates Investment Management
Washington
$201K +$202K +6,244 New
AWS
21
AJ Wealth Strategies
New York
$201K +$203K +6,261 New
SIM
22
Sonora Investment Management
Arizona
$114K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$108K +$13.8K +425 +14%
GWM
24
Geneos Wealth Management
Colorado
$96K
Bank of America
25
Bank of America
North Carolina
$87K -$9.37K -289 -10%