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Invesco Russell 1000 Equal Weight ETF

61 hedge funds and large institutions have $267M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

3% more capital invested

Capital invested by funds: $259M → $267M (+$8.5M)

0.38% less ownership

Funds ownership: 44.91%44.52% (-0.38%)

3% less funds holding

Funds holding: 6361 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
20
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$173M +$553K +13,216 +0.3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$13.5M +$443K +10,599 +3%
LPL Financial
3
LPL Financial
California
$11.8M +$263K +6,297 +2%
WCP
4
Wick Capital Partners
Pennsylvania
$9.39M -$571K -13,648 -6%
UBS Group
5
UBS Group
Switzerland
$9.26M -$839K -20,077 -8%
PAG
6
Private Advisor Group
New Jersey
$6.19M +$505K +12,090 +9%
BSG
7
Black Swift Group
Colorado
$6.08M -$1.66M -39,636 -20%
Morgan Stanley
8
Morgan Stanley
New York
$5.25M -$233K -5,578 -4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.41M -$275K -6,568 -6%
Bank of America
10
Bank of America
North Carolina
$3.2M +$335K +8,004 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.23M +$1.79M +42,796 +368%
CAL
12
Capital Advisors Ltd
Ohio
$2M +$376 +9 +0%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.78M -$1.88K -45 -0.1%
DIP
14
Davis Investment Partners
North Carolina
$1.76M +$84 +2 +0%
UCIG
15
Ulrich Consultants & Investment Group
New Mexico
$1.39M -$22.7K -542 -2%
AWS
16
Atria Wealth Solutions
New York
$1.25M +$102K +2,438 +9%
SIC
17
SFE Investment Counsel
California
$1.23M -$29.3K -702 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.2M +$525K +12,567 +76%
GWM
19
Geneos Wealth Management
Colorado
$1.13M +$71.4K +1,709 +7%
ELI
20
Empire Life Investments
Ontario, Canada
$941K +$472K +11,300 +97%
TRCT
21
Tower Research Capital (TRC)
New York
$832K +$846K +20,234 New
AC
22
AlphaCore Capital
California
$785K -$77.8K -1,861 -9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$759K -$313K -7,492 -29%
RIL
24
Rothschild Investment LLC
Illinois
$718K +$962 +23 +0.1%
WI
25
Wintrust Investments
Illinois
$705K +$117K +2,800 +20%