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Invesco Russell 1000 Equal Weight ETF
EQAL

Overview Fund Activity

77 hedge funds and large institutions have $281M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCWM
1
Total Clarity Wealth Management
Illinois
$1.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$477K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$477K
4
SLWA
4
San Luis Wealth Advisors
California
$6.49M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$386K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$177M
2
WI
2
Wintrust Investments
Illinois
$275K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$573K
4
Jane Street
4
Jane Street
New York
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$177M 3,633,447 -48,287 -1%
Bank of America
2
Bank of America
North Carolina
$29.4M 604,291 +5,741 +1%
LPL Financial
3
LPL Financial
California
$10.5M 214,896 -11,976 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$7.82M 160,823 -5,482 -3%
Morgan Stanley
5
Morgan Stanley
New York
$6.76M 139,044 +1,679 +1%
SLWA
6
San Luis Wealth Advisors
California
$6.49M 133,321 +8,603 +7%
UBS Group
7
UBS Group
Switzerland
$5.73M 117,746 +2,662 +2%
WCP
8
Wick Capital Partners
Pennsylvania
$3.94M 80,937 +2,946 +4%
GWM
9
Geneos Wealth Management
Colorado
$2.78M 57,242 +2,774 +5%
LFA
10
Longview Financial Advisors
Alabama
$2.33M 47,893 +116 +0.2%
CAL
11
Capital Advisors Ltd
Ohio
$2.07M 42,553 -4,742 -10%
DIP
12
Davis Investment Partners
North Carolina
$1.79M 36,931 -599 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.64M 33,804 -1,892 -5%
SIC
14
SFE Investment Counsel
California
$1.58M 32,533 -2,233 -6%
Cerity Partners
15
Cerity Partners
New York
$1.41M 28,883 -963 -3%
AAS
16
Avantax Advisory Services
Texas
$1.19M 24,450 +3,582 +17%
TCWM
17
Total Clarity Wealth Management
Illinois
$1.1M 22,687 +13,672 +152%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$943K 19,379 +3,863 +25%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$943K 19,375 +831 +4%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$915K 18,804 +1,498 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$914K 18,787 -1,190 -6%
USWIA
22
UP Strategic Wealth Investment Advisors
Pennsylvania
$806K 16,569 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$739K 15,189 +1,720 +13%
LCM
24
Lunt Capital Management
Utah
$690K 14,174 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$573K 11,780 -25,726 -69%
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