Invesco Russell 1000 Equal Weight ETF
EQAL
78 hedge funds and large institutions have $277M invested in Invesco Russell 1000 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
24% more funds holding
Funds holding: 63 → 78 (+15)
7% more capital invested
Capital invested by funds: $259M → $277M (+$18.2M)
5.57% more ownership
Funds ownership: 41.16% → 46.73% (+5.6%)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.66M |
| 5 |
Two Sigma Investments
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$13.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.49M |
| 3 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$4.54M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
EQAL Hedge Fund Activity: Q4 2023 in Review
78 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q4 2023, worth a combined $277M — up 7% from $259M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EQAL positions and 5 closed out — a net gain of 16 holders — while 15 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.88M. The largest seller was Reliant Wealth Planning, exiting entirely with an estimated $13.1M sold.
- 78 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q4 2023, up from 63 in Q3 2023.
- Funds reported $277M of Invesco Russell 1000 Equal Weight ETF stock for Q4 2023, up 7% quarter-over-quarter.
- 21 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q4 2023 and 5 closed out, a net change of +16 holders.
- The largest Invesco Russell 1000 Equal Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.88M added.
- The largest Invesco Russell 1000 Equal Weight ETF seller in Q4 2023 was Reliant Wealth Planning, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2023.