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Invesco Russell 1000 Equal Weight ETF

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.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $264M → $281M (+$16.7M)

0.24% more ownership

Funds ownership: 45.24%45.48% (+0.24%)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1% less funds holding

Funds holding: 7877 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$177M -$2.24M -48,287 -1%
Bank of America
2
Bank of America
North Carolina
$29.4M +$267K +5,741 +1%
LPL Financial
3
LPL Financial
California
$10.5M -$556K -11,976 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$7.82M -$255K -5,482 -3%
Morgan Stanley
5
Morgan Stanley
New York
$6.76M +$78K +1,679 +1%
SLWA
6
San Luis Wealth Advisors
California
$6.49M +$399K +8,603 +7%
UBS Group
7
UBS Group
Switzerland
$5.73M +$124K +2,662 +2%
WCP
8
Wick Capital Partners
Pennsylvania
$3.94M +$137K +2,946 +4%
GWM
9
Geneos Wealth Management
Colorado
$2.78M +$129K +2,774 +5%
LFA
10
Longview Financial Advisors
Alabama
$2.33M +$5.39K +116 +0.2%
CAL
11
Capital Advisors Ltd
Ohio
$2.07M -$220K -4,742 -10%
DIP
12
Davis Investment Partners
North Carolina
$1.79M -$27.8K -599 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.64M -$87.9K -1,892 -5%
SIC
14
SFE Investment Counsel
California
$1.58M -$104K -2,233 -6%
Cerity Partners
15
Cerity Partners
New York
$1.41M -$44.7K -963 -3%
AAS
16
Avantax Advisory Services
Texas
$1.19M +$166K +3,582 +17%
TCWM
17
Total Clarity Wealth Management
Illinois
$1.1M +$635K +13,672 +152%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$943K +$179K +3,863 +25%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$943K +$38.6K +831 +4%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$915K +$69.6K +1,498 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$914K -$55.3K -1,190 -6%
USWIA
22
UP Strategic Wealth Investment Advisors
Pennsylvania
$806K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$739K +$79.9K +1,720 +13%
LCM
24
Lunt Capital Management
Utah
$690K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$573K -$1.19M -25,726 -69%