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Invesco Russell 1000 Equal Weight ETF

50 hedge funds and large institutions have $291M invested in Invesco Russell 1000 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

0% more capital invested

Capital invested by funds: $291M → $291M (+$355K)

1.48% less ownership

Funds ownership: 45.21%43.73% (-1.5%)

6% less funds holding

Funds holding: 5350 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
22
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$222M +$4.83M +107,175 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$18.4M +$174K +3,865 +1%
CIA
3
Choate Investment Advisors
Massachusetts
$9.18M +$1.18M +26,110 +15%
CCC
4
Crescent Capital Consulting
Louisiana
$7.07M +$1.1M +24,394 +19%
Morgan Stanley
5
Morgan Stanley
New York
$5.38M -$116K -2,573 -2%
Bank of America
6
Bank of America
North Carolina
$3.56M +$1.7M +37,749 +94%
LPL Financial
7
LPL Financial
California
$2.7M +$539K +11,960 +25%
UBS Group
8
UBS Group
Switzerland
$2.17M -$1.5M -33,232 -41%
CAL
9
Capital Advisors Ltd
Ohio
$1.82M +$59.4K +1,319 +3%
PAG
10
Private Advisor Group
New Jersey
$1.73M +$275K +6,115 +19%
ELI
11
Empire Life Investments
Ontario, Canada
$1.61M +$18K +400 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.52M +$468K +10,390 +45%
SIC
13
SFE Investment Counsel
California
$1.16M +$12.5K +277 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M -$116K -2,585 -9%
RJA
15
Raymond James & Associates
Florida
$1.07M -$586 -13 -0.1%
RIL
16
Rothschild Investment LLC
Illinois
$1.05M +$856 +19 +0.1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.02M +$261K +5,795 +35%
VCM
18
Virtue Capital Management
Tennessee
$901K -$326K -7,233 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$836K +$434K +9,643 +111%
HMS
20
Hanseatic Management Services
New Mexico
$691K -$1.4M -31,015 -67%
HighTower Advisors
21
HighTower Advisors
Illinois
$683K -$53.1K -1,180 -7%
BSG
22
Black Swift Group
Colorado
$561K +$275K +6,115 +99%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$518K
Citadel Advisors
24
Citadel Advisors
Florida
$458K +$452K +10,028 New
CHJWM
25
Carlton Hofferkamp & Jenks Wealth Management
Texas
$444K