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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$49.18 -0.64 (-1.28%)
(As of 02:43 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco Russell 1000 Equal Weight ETF (NYSEARCA:EQAL)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$9.74M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$15.45M
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EQAL Institutional Buying and Selling by Quarter

Invesco Russell 1000 Equal Weight ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Orion Portfolio Solutions LLC9,801$477K0.0%N/A0.074%
11/15/2024 Stifel Financial Corp3,633,447$176.77M0.2%-1.3%27.526%
11/13/2024 FMR LLC2,266$110K0.0%+25.1%0.017%
11/12/2024 Cerity Partners LLC28,883$1.41M0.0%-3.2%0.219%
11/8/2024 PNC Financial Services Group Inc.160,823$7.82M0.0%-3.3%1.218%
11/7/2024 Thrivent Financial for Lutherans18,804$915K0.0%+8.7%0.142%
10/29/2024 Confluence Wealth Services Inc.4,950$241K0.0%-74.5%0.038%
10/29/2024 Janney Montgomery Scott LLC15,189$739K0.0%+12.8%0.115%
10/25/2024 SFE Investment Counsel32,533$1.58M0.3%-6.4%0.246%
10/24/2024 Capital Advisors Ltd. LLC42,553$2.07M0.3%-10.0%0.322%
10/24/2024 Wealth Enhancement Advisory Services LLC7,926$386K0.0%N/A0.060%
10/22/2024 Private Advisor Group LLC9,922$483K0.0%-27.9%0.075%
10/16/2024 Longview Financial Advisors Inc.47,397$2.31M2.1%-0.8%0.359%
10/10/2024 Fiduciary Financial Group LLC4,192$202K0.0%N/A0.032%
10/9/2024 San Luis Wealth Advisors LLC133,321$6.49M1.3%+6.9%1.010%
10/7/2024 Davis Investment Partners LLC36,931$1.79M0.7%-1.6%0.280%
8/16/2024 Northwestern Mutual Wealth Management Co.7,800$348K0.0%+31.7%0.059%
8/16/2024 Creative Planning11,467$512K0.0%N/A0.087%
8/16/2024 Goodman Advisory Group LLC752$34K0.0%N/A0.006%
8/13/2024 Thrivent Financial for Lutherans17,306$773K0.0%N/A0.131%
8/12/2024 UP Strategic Wealth Investment Advisors LLC16,569$740K1.1%-2.3%0.126%
8/9/2024 Total Clarity Wealth Management Inc.9,015$403K0.1%N/A0.068%
8/6/2024 SFE Investment Counsel34,766$1.55M0.3%+0.8%0.263%
8/5/2024 Private Advisor Group LLC13,758$614K0.0%-26.0%0.104%
8/1/2024 Fielder Capital Group LLC13,184$589K0.2%-1.7%0.100%
7/31/2024 Confluence Wealth Services Inc.19,429$867K0.1%+288.0%0.147%
7/31/2024Commonwealth Equity Services LLC19,977$892K0.0%-8.6%0.151%
7/31/2024Rothschild Investment LLC11,443$511K0.0%N/A0.087%
7/25/2024 Capital Advisors Ltd. LLC47,295$2.11M0.3%+0.9%0.358%
7/23/2024 Geneos Wealth Management Inc.54,468$2.43M0.1%+26.8%0.413%
7/19/2024 Davis Investment Partners LLC37,530$1.72M0.7%-1.6%0.284%
5/15/2024 Wick Capital Partners LLC78,203$3.61M3.6%-11.6%0.592%
5/10/2024 Wintrust Investments LLC52,960$2.45M0.2%+28.2%0.401%
5/8/2024 Avantax Advisory Services Inc.18,283$844K0.0%N/A0.139%
5/4/2024 Geneos Wealth Management Inc.42,944$1.98M0.1%+18.9%0.326%
5/1/2024 Janney Montgomery Scott LLC13,083$604K0.0%+41.9%0.099%
4/30/2024 Private Advisor Group LLC18,599$859K0.0%-32.0%0.141%
4/25/2024 Fielder Capital Group LLC13,409$619K0.3%-7.1%0.102%
4/23/2024 Lunt Capital Management Inc.14,174$655K0.3%-9.0%0.108%
4/22/2024 Confluence Wealth Services Inc.5,007$231K0.0%N/A0.038%
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4/15/2024 Wealthcare Advisory Partners LLC4,399$203K0.0%N/A0.028%
4/15/2024 Davis Investment Partners LLC38,129$1.72M0.8%-6.6%0.247%
3/22/2024 PNC Financial Services Group Inc.210,848$9.30M0.0%-6.4%1.365%
2/13/2024 Tower Research Capital LLC TRC1,474$65K0.0%-84.7%0.010%
2/12/2024 Brown Brothers Harriman & Co.2,500$110K0.0%N/A0.016%
2/12/2024 Dodds Wealth LLC5,093$225K0.1%N/A0.033%
2/12/2024 Stifel Financial Corp3,899,283$171.96M0.2%-3.4%25.238%
2/9/2024 Thoroughbred Financial Services LLC5,831$257K0.0%-9.3%0.038%
2/9/2024 UBS Group AG155,651$6.86M0.0%-10.1%1.007%
2/9/2024 PNC Financial Services Group Inc.210,848$9.30M0.0%-6.4%1.365%
2/8/2024 Empire Life Investments Inc.19,000$838K0.1%-43.5%0.123%
2/6/2024 Fielder Capital Group LLC14,428$636K0.4%N/A0.093%
2/6/2024 Private Advisor Group LLC27,348$1.21M0.0%-39.5%0.177%
2/2/2024 Gilliland Jeter Wealth Management LLC6,231$275K0.1%N/A0.040%
2/2/2024 Atria Wealth Solutions Inc.37,493$1.65M0.0%+3.4%0.243%
2/2/2024 Capital Advisors Ltd. LLC46,694$2.06M0.3%+1.0%0.302%
1/31/2024 SFE Investment Counsel34,944$1.54M0.4%-5.6%0.226%
1/30/2024 Lunt Capital Management Inc.15,575$687K0.4%N/A0.101%
1/26/2024 Geneos Wealth Management Inc.36,124$1.59M0.1%+13.3%0.234%
1/24/2024 Allworth Financial LP1,400$62K0.0%N/A0.009%
1/12/2024 Davis Investment Partners LLC40,827$1.76M0.9%-5.8%0.264%
11/14/2023 Tower Research Capital LLC TRC9,621$384K0.0%+56.3%0.062%
11/13/2023 Stifel Financial Corp4,034,731$160.91M0.2%-2.0%26.115%
11/13/2023 LPL Financial LLC224,523$8.95M0.0%-0.6%1.453%
11/13/2023 PNC Financial Services Group Inc.225,259$8.98M0.0%-5.0%1.458%
11/9/2023 Blair William & Co. IL982$39K0.0%-60.5%0.006%
11/9/2023 UBS Group AG173,097$6.90M0.0%+23.4%1.120%
11/8/2023 Aptus Capital Advisors LLC1,873$75K0.0%N/A0.012%
11/8/2023 Atria Wealth Solutions Inc.36,243$1.45M0.0%+7.3%0.235%
11/3/2023 Private Advisor Group LLC45,237$1.80M0.0%-68.2%0.293%
11/1/2023 Reliant Wealth Planning327,684$13.07M6.9%N/A2.121%
10/27/2023 Capital Advisors Ltd. LLC46,244$1.84M0.3%-5.2%0.299%
10/25/2023 Concourse Financial Group Securities Inc.1,056$42K0.0%-39.9%0.007%
10/25/2023 SFE Investment Counsel37,027$1.48M0.4%+20.1%0.240%
10/24/2023Raymond James & Associates10,545$421K0.0%-5.9%0.068%
10/24/2023 Cambridge Investment Research Advisors Inc.13,938$556K0.0%N/A0.090%
10/23/2023Commonwealth Equity Services LLC26,441$1.05M0.0%+6.0%0.171%
10/16/2023Rothschild Investment LLC IL16,399$654K0.1%-6.2%0.106%
10/11/2023 Geneos Wealth Management Inc.31,878$1.27M0.1%+7.1%0.206%
9/7/2023 Strategic Financial Concepts LLC16,665$697K0.3%-1.4%0.108%
8/11/2023 Wick Capital Partners LLC215,804$9.03M5.3%-5.5%1.397%
8/11/2023 PNC Financial Services Group Inc.237,235$9.93M0.0%-27.8%1.536%
8/10/2023 Private Advisor Group LLC142,067$5.94M0.1%-5.8%0.920%
8/10/2023 Wintrust Investments LLC17,400$728K0.1%+1.5%0.113%
8/10/2023 AlphaCore Capital LLC14,043$588K0.1%-26.5%0.091%
8/8/2023 Geneos Wealth Management Inc.29,754$1.25M0.1%+8.0%0.193%
8/7/2023Ulrich Consultants & Investment Group LLC27,190$1.14M2.7%-19.6%0.189%
8/3/2023 Atria Wealth Solutions Inc.33,771$1.41M0.0%+21.1%0.235%
8/2/2023 Bank of Montreal Can636$27K0.0%N/A0.004%
7/31/2023 LPL Financial LLC225,893$9.45M0.0%-21.4%1.571%
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7/28/2023First Republic Investment Management Inc.5,151$216K0.0%-7.0%0.036%
7/25/2023Raymond James & Associates11,208$469K0.0%-33.7%0.078%
7/14/2023Bartlett & Co. LLC1,000$42K0.0%N/A0.007%
5/12/2023 Stifel Financial Corp4,200,332$172.59M0.2%+0.3%27.946%
5/12/2023 AlphaCore Capital LLC19,097$785K0.2%-8.9%0.127%
5/11/2023 Shepherd Kaplan Krochuk LLC7,944$326K0.3%-16.6%0.053%
5/11/2023 Jaffetilchin Investment Partners LLC7,135$293K0.0%-87.8%0.047%
5/10/2023 Private Advisor Group LLC150,745$6.19M0.1%N/A1.003%
5/10/2023 LPL Financial LLC287,541$11.82M0.0%+2.2%1.913%
5/9/2023 Wintrust Investments LLC17,150$705K0.1%+19.5%0.114%
(Data available from 1/1/2016 forward)

EQAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQAL shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Invesco Russell 1000 Equal Weight ETF. The most heavily invested institutionals were Stifel Financial Corp ($176.77M), Reliant Wealth Planning ($13.07M), LPL Financial LLC ($8.95M), Black Swift Group LLC ($7.94M), PNC Financial Services Group Inc. ($7.82M), UBS Group AG ($6.86M), and San Luis Wealth Advisors LLC ($6.49M).Learn more on EQAL's institutional investors.

Which institutional investors have been buying Invesco Russell 1000 Equal Weight ETF stock?

Of the 51 institutional investors that purchased Invesco Russell 1000 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Reliant Wealth Planning ($327.68K), Private Advisor Group LLC ($150.75K), UBS Group AG ($50.64K), Davis Investment Partners LLC ($43.32K), Activest Wealth Management ($36K), Geneos Wealth Management Inc. ($31.15K), and Tower Research Capital LLC TRC ($23.70K).

How much institutional buying is happening at Invesco Russell 1000 Equal Weight ETF?

Institutional investors have bought a total of 1,014,873 shares in the last 24 months. This purchase volume represents approximately $42.01M in transactions.

Which Invesco Russell 1000 Equal Weight ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold Invesco Russell 1000 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($266.62K), Private Advisor Group LLC ($156.45K), PNC Financial Services Group Inc. ($145.65K), LPL Financial LLC ($63.02K), Jaffetilchin Investment Partners LLC ($51.57K), Activest Wealth Management ($34.36K), and Wick Capital Partners LLC ($22.96K).

How much institutional selling is happening at Invesco Russell 1000 Equal Weight ETF?

Institutional investors have sold a total of 858,321 shares in the last 24 months. This volume of shares sold represents approximately $36.59M in transactions.



This page (NYSEARCA:EQAL) was last updated on 12/18/2024 by MarketBeat.com Staff
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