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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 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2.41% more ownership

Funds ownership: 38.76%41.17% (+2.4%)

2% more funds holding

Funds holding: 6263 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

4% more capital invested

Capital invested by funds: $249M → $259M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$161M -$3.48M -82,882 -2%
Bank of America
2
Bank of America
North Carolina
$18M +$13.6M +324,034 +256%
RWP
3
Reliant Wealth Planning
Kentucky
$13.1M +$13.8M +327,684 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$8.98M -$503K -11,976 -5%
LPL Financial
5
LPL Financial
California
$8.95M -$57.5K -1,370 -0.6%
WCP
6
Wick Capital Partners
Pennsylvania
$7.99M -$644K -15,341 -7%
UBS Group
7
UBS Group
Switzerland
$6.9M +$1.38M +32,852 +23%
Morgan Stanley
8
Morgan Stanley
New York
$4.89M +$2.14K +51 +0%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.87M +$1.1M +26,155 +57%
CAL
10
Capital Advisors Ltd
Ohio
$1.84M -$106K -2,515 -5%
PAG
11
Private Advisor Group
New Jersey
$1.8M -$4.06M -96,830 -68%
DIP
12
Davis Investment Partners
North Carolina
$1.68M +$84 +2 +0%
Citadel Advisors
13
Citadel Advisors
Florida
$1.64M +$616K +14,675 +55%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.58M +$940K +22,392 +131%
SIC
15
SFE Investment Counsel
California
$1.48M +$261K +6,206 +20%
AWS
16
Atria Wealth Solutions
New York
$1.45M +$104K +2,472 +7%
ELI
17
Empire Life Investments
Ontario, Canada
$1.34M +$105K +2,500 +8%
GWM
18
Geneos Wealth Management
Colorado
$1.27M +$89.2K +2,124 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.13M +$448K +10,681 +60%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.05M +$62.9K +1,499 +6%
WI
21
Wintrust Investments
Illinois
$824K +$136K +3,250 +19%
Goldman Sachs
22
Goldman Sachs
New York
$772K +$813K +19,363 New
SFC
23
Strategic Financial Concepts
Texas
$669K +$4.91K +117 +0.7%
RIL
24
Rothschild Investment LLC
Illinois
$654K -$45.8K -1,091 -6%
AC
25
AlphaCore Capital
California
$560K

EQAL Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q3 2023, worth a combined $259M — up 4% from $249M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EQAL positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $13.8M. The largest seller was Private Advisor Group, cutting an estimated $4.06M.

  • 63 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $259M of Invesco Russell 1000 Equal Weight ETF stock for Q3 2023, up 4% quarter-over-quarter.
  • 10 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q3 2023 was Reliant Wealth Planning, an estimated $13.8M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q3 2023 was Private Advisor Group, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2023.