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Invesco Russell 1000 Equal Weight ETF

63 hedge funds and large institutions have $259M invested in Invesco Russell 1000 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

15% more funds holding

Funds holding: 5563 (+8)

7% more capital invested

Capital invested by funds: $242M → $259M (+$17.4M)

0.58% more ownership

Funds ownership: 44.33%44.91% (+0.58%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$168M -$9.41M -234,574 -5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$12.8M -$323K -8,055 -2%
LPL Financial
3
LPL Financial
California
$11.3M +$484K +12,062 +4%
UBS Group
4
UBS Group
Switzerland
$9.86M +$714K +17,789 +8%
WCP
5
Wick Capital Partners
Pennsylvania
$9.73M +$3.6M +89,601 +59%
BSG
6
Black Swift Group
Colorado
$7.94M +$523K +13,020 +7%
Morgan Stanley
7
Morgan Stanley
New York
$5.36M +$42.3K +1,055 +0.8%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.58M -$90.3K -2,249 -2%
Bank of America
9
Bank of America
North Carolina
$2.81M +$949K +23,642 +51%
JIP
10
Jaffetilchin Investment Partners
Florida
$2.36M +$2.36M +58,709 New
CAL
11
Capital Advisors Ltd
Ohio
$1.96M +$63.2K +1,575 +3%
DIP
12
Davis Investment Partners
North Carolina
$1.89M +$1.74M +43,320 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.74M +$41.7K +1,039 +2%
AWM
14
Activest Wealth Management
Florida
$1.45M +$1.44M +36,000 New
UCIG
15
Ulrich Consultants & Investment Group
New Mexico
$1.38M -$3.01K -75 -0.2%
SIC
16
SFE Investment Counsel
California
$1.31M +$14.9K +371 +1%
AWS
17
Atria Wealth Solutions
New York
$1.12M +$377K +9,390 +51%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.04M -$244K -6,072 -19%
GWM
19
Geneos Wealth Management
Colorado
$1.04M +$102K +2,531 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$971K +$70.7K +1,762 +8%
AC
21
AlphaCore Capital
California
$842K +$841K +20,958 New
RIL
22
Rothschild Investment LLC
Illinois
$701K -$38.4K -957 -5%
RJA
23
Raymond James & Associates
Florida
$671K +$26.9K +671 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$667K +$49.6K +1,237 +8%
WI
25
Wintrust Investments
Illinois
$577K +$28.1K +700 +5%

EQAL Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2022, worth a combined $259M — up 7.2% from $242M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EQAL positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Wick Capital Partners, adding an estimated $3.6M. The largest seller was Stifel Financial, cutting an estimated $9.41M.

  • 63 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $259M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2022, up 7.2% quarter-over-quarter.
  • 16 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2022 and 7 closed out, a net change of +9 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2022 was Wick Capital Partners, an estimated $3.6M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2022 was Stifel Financial, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2022.