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Invesco Russell 1000 Equal Weight ETF

62 hedge funds and large institutions have $249M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

5.77% less ownership

Funds ownership: 44.52%38.76% (-5.8%)

7% less capital invested

Capital invested by funds: $267M → $249M (-$18.5M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$172M -$3.35M -82,719 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$9.93M -$3.7M -91,319 -28%
LPL Financial
3
LPL Financial
California
$9.45M -$2.5M -61,648 -21%
WCP
4
Wick Capital Partners
Pennsylvania
$9.03M -$513K -12,664 -6%
PAG
5
Private Advisor Group
New Jersey
$5.94M -$352K -8,678 -6%
UBS Group
6
UBS Group
Switzerland
$5.87M -$3.45M -85,186 -38%
Bank of America
7
Bank of America
North Carolina
$5.3M +$1.98M +48,760 +63%
Morgan Stanley
8
Morgan Stanley
New York
$5.13M -$211K -5,214 -4%
CAL
9
Capital Advisors Ltd
Ohio
$2.04M +$365 +9 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.92M +$104K +2,556 +6%
DIP
11
Davis Investment Partners
North Carolina
$1.87M +$81 +2 +0%
AWS
12
Atria Wealth Solutions
New York
$1.41M +$140K +3,452 +11%
ELI
13
Empire Life Investments
Ontario, Canada
$1.3M +$332K +8,200 +36%
SIC
14
SFE Investment Counsel
California
$1.29M +$1.18K +29 +0.1%
GWM
15
Geneos Wealth Management
Colorado
$1.24M +$89.1K +2,200 +8%
UCIG
16
Ulrich Consultants & Investment Group
New Mexico
$1.14M -$268K -6,618 -20%
Citadel Advisors
17
Citadel Advisors
Florida
$1.11M +$683K +16,859 +174%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.04M +$30.1K +743 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$742K -$1.49M -36,675 -67%
RIL
20
Rothschild Investment LLC
Illinois
$732K +$851 +21 +0.1%
WI
21
Wintrust Investments
Illinois
$728K +$10.1K +250 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$717K -$53.4K -1,318 -7%
SFC
23
Strategic Financial Concepts
Texas
$697K -$9.84K -243 -1%
GIA
24
Gladstone Institutional Advisory
Florida
$642K +$622K +15,344 New
AC
25
AlphaCore Capital
California
$588K -$205K -5,054 -26%