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Invesco Russell 1000 Equal Weight ETF

78 hedge funds and large institutions have $264M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 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)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.94% less ownership

Funds ownership: 47.18%45.24% (-1.9%)

8% less capital invested

Capital invested by funds: $288M → $264M (-$23.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
21
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$164M -$6.78M -151,086 -4%
Bank of America
2
Bank of America
North Carolina
$26.7M +$783K +17,436 +3%
LPL Financial
3
LPL Financial
California
$10.1M -$584K -13,003 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$7.43M -$1.28M -28,605 -15%
Morgan Stanley
5
Morgan Stanley
New York
$6.13M -$9.15M -203,938 -60%
SLWA
6
San Luis Wealth Advisors
California
$5.57M +$5.6M +124,718 New
UBS Group
7
UBS Group
Switzerland
$5.14M -$445K -9,909 -8%
WCP
8
Wick Capital Partners
Pennsylvania
$3.48M -$9.52K -212 -0.3%
GWM
9
Geneos Wealth Management
Colorado
$2.43M +$517K +11,524 +27%
WI
10
Wintrust Investments
Illinois
$2.4M +$32.5K +725 +1%
LFA
11
Longview Financial Advisors
Alabama
$2.13M +$17.1K +380 +0.8%
CAL
12
Capital Advisors Ltd
Ohio
$2.11M +$19.1K +425 +0.9%
DIP
13
Davis Investment Partners
North Carolina
$1.72M -$26.9K -599 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.68M +$790K +17,589 +88%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.59M +$8.35K +186 +0.5%
SIC
16
SFE Investment Counsel
California
$1.55M +$12.3K +274 +0.8%
Cerity Partners
17
Cerity Partners
New York
$1.33M
AAS
18
Avantax Advisory Services
Texas
$932K +$116K +2,585 +14%
Jane Street
19
Jane Street
New York
$901K +$204K +4,554 +29%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$892K -$84.6K -1,885 -9%
CWS
21
Confluence Wealth Services
Pennsylvania
$867K +$647K +14,422 +288%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$828K +$148K +3,286 +22%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$773K +$777K +17,306 New
SFC
24
Strategic Financial Concepts
Texas
$754K -$7.59K -169 -1%
USWIA
25
UP Strategic Wealth Investment Advisors
Pennsylvania
$740K -$17.7K -394 -2%

EQAL Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q2 2024, worth a combined $264M — down 8.1% from $288M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EQAL positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 23 trimmed.

The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $5.6M. The largest seller was Morgan Stanley, cutting an estimated $9.15M.

  • 78 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $264M of Invesco Russell 1000 Equal Weight ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 11 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $5.6M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q2 2024 was Morgan Stanley, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2024.