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Invesco Russell 1000 Equal Weight ETF

83 hedge funds and large institutions have $293M invested in Invesco Russell 1000 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

8% more funds holding

Funds holding: 7783 (+6)

1.77% more ownership

Funds ownership: 45.48%47.25% (+1.8%)

4% more capital invested

Capital invested by funds: $281M → $293M (+$12.3M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$174M -$1.26M -25,350 -0.7%
Bank of America
2
Bank of America
North Carolina
$30.2M +$1.09M +21,906 +4%
LPL Financial
3
LPL Financial
California
$10.6M +$277K +5,571 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$7.63M -$138K -2,777 -2%
Morgan Stanley
5
Morgan Stanley
New York
$6.31M -$421K -8,479 -6%
SLWA
6
San Luis Wealth Advisors
California
$6.3M -$144K -2,905 -2%
SC
7
Sykon Capital
New York
$5.45M +$5.6M +112,864 New
UBS Group
8
UBS Group
Switzerland
$5.36M -$340K -6,857 -6%
MMA
9
Miracle Mile Advisors
California
$4.14M +$4.26M +85,768 New
WCP
10
Wick Capital Partners
Pennsylvania
$4.03M +$128K +2,581 +3%
GWM
11
Geneos Wealth Management
Colorado
$2.75M -$20.2K -406 -0.7%
LFA
12
Longview Financial Advisors
Alabama
$2.31M +$149 +3 +0%
CAL
13
Capital Advisors Ltd
Ohio
$2.03M -$29.6K -596 -1%
DIP
14
Davis Investment Partners
North Carolina
$1.81M +$39.8K +802 +2%
BPW
15
Bingham Private Wealth
California
$1.77M +$1.82M +36,702 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.68M +$46.7K +940 +3%
SIC
17
SFE Investment Counsel
California
$1.43M -$144K -2,901 -9%
Cerity Partners
18
Cerity Partners
New York
$1.36M -$36.7K -740 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.34M +$417K +8,392 +43%
AAS
20
Avantax Advisory Services
Texas
$1.19M +$8.89K +179 +0.7%
STA
21
Shade Tree Advisors
New York
$993K +$1.02M +20,552 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$979K +$20.6K +415 +2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$966K +$31.4K +632 +3%
TCWM
24
Total Clarity Wealth Management
Illinois
$953K -$147K -2,962 -13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$908K +$447 +9 +0%