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Invesco Russell 1000 Equal Weight ETF

78 hedge funds and large institutions have $291M 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, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

24% more funds holding

Funds holding: 6378 (+15)

12% more capital invested

Capital invested by funds: $259M → $291M (+$32.1M)

7.92% more ownership

Funds ownership: 41.17%49.09% (+7.9%)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
15
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$172M -$5.49M -135,448 -3%
Morgan Stanley
2
Morgan Stanley
New York
$28M +$20.7M +511,656 +417%
Bank of America
3
Bank of America
North Carolina
$24.2M +$3.96M +97,783 +22%
LPL Financial
4
LPL Financial
California
$11.8M +$1.72M +42,542 +19%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$9.3M -$584K -14,411 -6%
UBS Group
6
UBS Group
Switzerland
$6.86M -$707K -17,446 -10%
WCP
7
Wick Capital Partners
Pennsylvania
$3.9M -$4.54M -111,967 -56%
LFA
8
Longview Financial Advisors
Alabama
$2.09M +$1.92M +47,397 New
CAL
9
Capital Advisors Ltd
Ohio
$2.06M +$18.2K +450 +1%
WI
10
Wintrust Investments
Illinois
$1.82M +$838K +20,675 +100%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.81M +$1.66M +41,013 New
DIP
12
Davis Investment Partners
North Carolina
$1.76M -$101K -2,499 -6%
AWS
13
Atria Wealth Solutions
New York
$1.65M +$50.7K +1,250 +3%
GWM
14
Geneos Wealth Management
Colorado
$1.59M +$172K +4,246 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.56M -$173K -4,271 -11%
SIC
16
SFE Investment Counsel
California
$1.54M -$84.4K -2,083 -6%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.33M +$1.22M +30,199 New
PAG
18
Private Advisor Group
New Jersey
$1.21M -$725K -17,889 -40%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$966K -$184K -4,529 -17%
USWIA
20
UP Strategic Wealth Investment Advisors
Pennsylvania
$959K +$881K +21,747 New
Osaic Holdings
21
Osaic Holdings
Arizona
$867K -$2.13M -52,437 -73%
Goldman Sachs
22
Goldman Sachs
New York
$854K
ELI
23
Empire Life Investments
Ontario, Canada
$838K -$592K -14,600 -43%
AWM
24
Activest Wealth Management
Florida
$755K +$627K +15,462 +935%
SFC
25
Strategic Financial Concepts
Texas
$745K +$4.26K +105 +0.6%