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Invesco Russell 1000 Equal Weight ETF

78 hedge funds and large institutions have $288M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 7878 (0)

1% less capital invested

Capital invested by funds: $291M → $288M (-$3.53M)

1.91% less ownership

Funds ownership: 49.09%47.18% (-1.9%)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
16
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$177M -$2.93M -66,463 -2%
Bank of America
2
Bank of America
North Carolina
$26.8M +$1.44M +32,605 +6%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M -$12.9M -292,971 -46%
LPL Financial
4
LPL Financial
California
$11.1M -$1.2M -27,190 -10%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$9M -$702K -15,938 -8%
UBS Group
6
UBS Group
Switzerland
$5.77M -$1.35M -30,658 -20%
WCP
7
Wick Capital Partners
Pennsylvania
$3.61M -$453K -10,293 -12%
WI
8
Wintrust Investments
Illinois
$2.45M +$512K +11,635 +28%
LFA
9
Longview Financial Advisors
Alabama
$2.19M
CAL
10
Capital Advisors Ltd
Ohio
$2.17M +$7.75K +176 +0.4%
GWM
11
Geneos Wealth Management
Colorado
$1.98M +$300K +6,820 +19%
DIP
12
Davis Investment Partners
North Carolina
$1.72M -$119K -2,698 -7%
AWS
13
Atria Wealth Solutions
New York
$1.65M -$79K -1,794 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.64M +$10.7K +242 +0.7%
SIC
15
SFE Investment Counsel
California
$1.59M -$19.9K -452 -1%
Cerity Partners
16
Cerity Partners
New York
$1.38M +$1.04M +23,585 +377%
Citadel Advisors
17
Citadel Advisors
Florida
$1.21M +$778K +17,658 +206%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.01M -$2.2K -50 -0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$920K +$346K +7,854 +65%
Goldman Sachs
20
Goldman Sachs
New York
$894K
PAG
21
Private Advisor Group
New Jersey
$859K -$385K -8,749 -32%
AAS
22
Avantax Advisory Services
Texas
$844K +$805K +18,283 New
SFC
23
Strategic Financial Concepts
Texas
$788K +$7.58K +172 +1%
USWIA
24
UP Strategic Wealth Investment Advisors
Pennsylvania
$784K -$211K -4,784 -22%
Osaic Holdings
25
Osaic Holdings
Arizona
$781K -$121K -2,739 -14%