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Invesco Russell 1000 Equal Weight ETF

89 hedge funds and large institutions have $345M invested in Invesco Russell 1000 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $290M → $345M (+$54.6M)

7.92% more ownership

Funds ownership: 47.95%55.87% (+7.9%)

6% more funds holding

Funds holding: 8489 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
28
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$230M +$50.6M +1,079,519 +30%
Bank of America
2
Bank of America
North Carolina
$13.1M -$17.8M -379,176 -59%
FPCP
3
Fort Point Capital Partners
California
$12.2M +$6.89M +147,026 +147%
LPL Financial
4
LPL Financial
California
$10.3M -$713K -15,223 -7%
Morgan Stanley
5
Morgan Stanley
New York
$7.65M +$1.38M +29,525 +23%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$7.17M -$422K -9,020 -6%
WCP
7
Wick Capital Partners
Pennsylvania
$4.1M +$17.9M +381,410 +481%
GWM
8
Geneos Wealth Management
Colorado
$3.51M -$2.69M -57,413 -45%
UBS Group
9
UBS Group
Switzerland
$3.22M -$2.58M -55,188 -46%
Raymond James Financial
10
Raymond James Financial
Florida
$2.69M -$2.04M -43,595 -44%
AWA
11
Arkadios Wealth Advisors
Georgia
$2.33M +$2.22M +47,386 New
LCM
12
Lunt Capital Management
Utah
$2.28M +$1.52M +32,521 +236%
FF
13
Friedenthal Financial
New Jersey
$2.27M +$1.41M +30,000 +187%
CAL
14
Capital Advisors Ltd
Ohio
$2.24M +$99.3K +2,120 +5%
LFA
15
Longview Financial Advisors
Alabama
$2.2M -$80.3K -1,715 -4%
BPW
16
Bingham Private Wealth
California
$2.2M +$401K +8,568 +24%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.04M +$211K +4,510 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.88M +$1.47M +31,330 +463%
DIP
19
Davis Investment Partners
North Carolina
$1.76M -$117K -2,492 -7%
SOS
20
Silver Oak Securities
Tennessee
$1.6M +$1.52M +32,521 New
SIC
21
SFE Investment Counsel
California
$1.33M +$4.22K +90 +0.3%
AAS
22
Avantax Advisory Services
Texas
$1.24M +$17.6K +376 +2%
TCWM
23
Total Clarity Wealth Management
Illinois
$1.23M +$242K +5,157 +26%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$1.22M +$1.16M +24,759 New
PCM
25
Peirce Capital Management
Texas
$1.19M +$1.13M +24,113 New

EQAL Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Equal Weight ETF (EQAL) for Q2 2025, worth a combined $345M — up 19% from $290M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EQAL positions and 12 closed out — a net gain of 6 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $50.6M. The largest seller was Bank of America, cutting an estimated $17.8M.

  • 89 institutional investors held Invesco Russell 1000 Equal Weight ETF (EQAL) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $345M of Invesco Russell 1000 Equal Weight ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 18 funds opened new Invesco Russell 1000 Equal Weight ETF positions in Q2 2025 and 12 closed out, a net change of +6 holders.
  • The largest Invesco Russell 1000 Equal Weight ETF buyer in Q2 2025 was Stifel Financial, an estimated $50.6M added.
  • The largest Invesco Russell 1000 Equal Weight ETF seller in Q2 2025 was Bank of America, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2025.