EQAL icon

Invesco Russell 1000 Equal Weight ETF
EQAL

Overview Fund Activity

89 hedge funds and large institutions have $344M invested in Invesco Russell 1000 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
27
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$230M
2
FPCP
Fort Point Capital Partners
California
$12.2M
3
WCP
Wick Capital Partners
Pennsylvania
$4.1M
4
AWA
Arkadios Wealth Advisors
Georgia
$2.33M
5
SOS
Silver Oak Securities
Tennessee
$1.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$13.1M
2
SLWA
San Luis Wealth Advisors
California
$0
3
GWM
Geneos Wealth Management
Colorado
$3.51M
4
UBS Group
UBS Group
Switzerland
$3.22M
5
Raymond James Financial
Raymond James Financial
Florida
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$230M +$53.2M +1,079,519 +30%
Bank of America
2
Bank of America
North Carolina
$13.1M -$18.7M -379,176 -59%
FPCP
3
Fort Point Capital Partners
California
$12.2M +$7.24M +147,026 +147%
LPL Financial
4
LPL Financial
California
$10.3M -$750K -15,223 -7%
Morgan Stanley
5
Morgan Stanley
New York
$7.65M +$1.45M +29,525 +23%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$7.17M -$444K -9,020 -6%
WCP
7
Wick Capital Partners
Pennsylvania
$4.1M +$3.39M +381,410 +481%
GWM
8
Geneos Wealth Management
Colorado
$3.51M -$2.83M -57,413 -45%
UBS Group
9
UBS Group
Switzerland
$3.22M -$2.72M -55,188 -46%
Raymond James Financial
10
Raymond James Financial
Florida
$2.69M -$2.15M -43,595 -44%
AWA
11
Arkadios Wealth Advisors
Georgia
$2.33M +$2.33M +47,386 New
LCM
12
Lunt Capital Management
Utah
$2.28M +$1.6M +32,521 +236%
FF
13
Friedenthal Financial
New Jersey
$2.27M +$1.48M +30,000 +187%
CAL
14
Capital Advisors Ltd
Ohio
$2.24M +$104K +2,120 +5%
LFA
15
Longview Financial Advisors
Alabama
$2.2M -$84.4K -1,715 -4%
BPW
16
Bingham Private Wealth
California
$2.2M +$422K +8,568 +24%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.04M +$222K +4,510 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.88M +$1.54M +31,330 +463%
DIP
19
Davis Investment Partners
North Carolina
$1.76M -$124K -2,492 -7%
SOS
20
Silver Oak Securities
Tennessee
$1.6M +$1.6M +32,521 New
SIC
21
SFE Investment Counsel
California
$1.33M +$4.43K +90 +0.3%
AAS
22
Avantax Advisory Services
Texas
$1.24M +$18.5K +376 +2%
TCWM
23
Total Clarity Wealth Management
Illinois
$1.23M +$254K +5,157 +26%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$1.22M +$1.22M +24,759 New
PCM
25
Peirce Capital Management
Texas
$1.19M +$1.19M +24,113 New
1
2 3 4 5