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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$49.93 +0.23 (+0.46%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$13.99M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$15.48M
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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
1/17/2025Janney Montgomery Scott LLC16,774$810K0.0%+10.4%0.127%
1/14/2025 San Luis Wealth Advisors LLC130,416$6.30M1.2%-2.2%0.988%
1/13/2025 Miracle Mile Advisors LLC85,768$4.14M0.1%N/A0.650%
1/13/2025 Davis Investment Partners LLC37,733$1.81M0.8%+2.2%0.286%
11/15/2024Orion Portfolio Solutions LLC9,801$477K0.0%N/A0.074%
11/15/2024Stifel Financial Corp3,633,447$176.77M0.2%-1.3%27.526%
11/13/2024FMR LLC2,266$110K0.0%+25.1%0.017%
11/12/2024Cerity Partners LLC28,883$1.41M0.0%-3.2%0.219%
11/8/2024PNC Financial Services Group Inc.160,823$7.82M0.0%-3.3%1.218%
11/7/2024Thrivent Financial for Lutherans18,804$915K0.0%+8.7%0.142%
10/29/2024Confluence Wealth Services Inc.4,950$241K0.0%-74.5%0.038%
10/29/2024Janney Montgomery Scott LLC15,189$739K0.0%+12.8%0.115%
10/25/2024SFE Investment Counsel32,533$1.58M0.3%-6.4%0.246%
10/24/2024Capital 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%
10/22/2024Private Advisor Group LLC9,922$483K0.0%-27.9%0.075%
10/16/2024Longview 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%
8/16/2024Northwestern Mutual Wealth Management Co.7,800$348K0.0%+31.7%0.059%
8/16/2024Creative Planning11,467$512K0.0%N/A0.087%
8/16/2024Goodman Advisory Group LLC752$34K0.0%N/A0.006%
8/13/2024Thrivent Financial for Lutherans17,306$773K0.0%N/A0.131%
8/12/2024UP Strategic Wealth Investment Advisors LLC16,569$740K1.1%-2.3%0.126%
8/9/2024Total Clarity Wealth Management Inc.9,015$403K0.1%N/A0.068%
8/6/2024SFE Investment Counsel34,766$1.55M0.3%+0.8%0.263%
8/5/2024Private Advisor Group LLC13,758$614K0.0%-26.0%0.104%
8/1/2024Fielder Capital Group LLC13,184$589K0.2%-1.7%0.100%
7/31/2024Confluence 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%
7/25/2024Capital Advisors Ltd. LLC47,295$2.11M0.3%+0.9%0.358%
7/23/2024Geneos 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%
5/15/2024Wick Capital Partners LLC78,203$3.61M3.6%-11.6%0.592%
5/10/2024Wintrust Investments LLC52,960$2.45M0.2%+28.2%0.401%
5/8/2024Avantax Advisory Services Inc.18,283$844K0.0%N/A0.139%
5/4/2024Geneos Wealth Management Inc.42,944$1.98M0.1%+18.9%0.326%
5/1/2024Janney Montgomery Scott LLC13,083$604K0.0%+41.9%0.099%
4/30/2024Private Advisor Group LLC18,599$859K0.0%-32.0%0.141%
4/25/2024Fielder Capital Group LLC13,409$619K0.3%-7.1%0.102%
4/23/2024Lunt Capital Management Inc.14,174$655K0.3%-9.0%0.108%
4/22/2024Confluence Wealth Services Inc.5,007$231K0.0%N/A0.038%
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%
3/22/2024PNC Financial Services Group Inc.210,848$9.30M0.0%-6.4%1.365%
2/13/2024Tower Research Capital LLC TRC1,474$65K0.0%-84.7%0.010%
2/12/2024Brown Brothers Harriman & Co.2,500$110K0.0%N/A0.016%
2/12/2024Dodds Wealth LLC5,093$225K0.1%N/A0.033%
2/12/2024Stifel Financial Corp3,899,283$171.96M0.2%-3.4%25.238%
2/9/2024Thoroughbred Financial Services LLC5,831$257K0.0%-9.3%0.038%
2/9/2024UBS Group AG155,651$6.86M0.0%-10.1%1.007%
2/9/2024PNC Financial Services Group Inc.210,848$9.30M0.0%-6.4%1.365%
2/8/2024Empire Life Investments Inc.19,000$838K0.1%-43.5%0.123%
2/6/2024Fielder Capital Group LLC14,428$636K0.4%N/A0.093%
2/6/2024Private Advisor Group LLC27,348$1.21M0.0%-39.5%0.177%
2/2/2024Gilliland Jeter Wealth Management LLC6,231$275K0.1%N/A0.040%
2/2/2024Atria Wealth Solutions Inc.37,493$1.65M0.0%+3.4%0.243%
2/2/2024Capital Advisors Ltd. LLC46,694$2.06M0.3%+1.0%0.302%
1/31/2024SFE Investment Counsel34,944$1.54M0.4%-5.6%0.226%
1/30/2024Lunt Capital Management Inc.15,575$687K0.4%N/A0.101%
1/26/2024Geneos Wealth Management Inc.36,124$1.59M0.1%+13.3%0.234%
1/24/2024Allworth Financial LP1,400$62K0.0%N/A0.009%
1/12/2024 Davis Investment Partners LLC40,827$1.76M0.9%-5.8%0.264%
11/14/2023Tower Research Capital LLC TRC9,621$384K0.0%+56.3%0.062%
11/13/2023Stifel Financial Corp4,034,731$160.91M0.2%-2.0%26.115%
11/13/2023LPL Financial LLC224,523$8.95M0.0%-0.6%1.453%
11/13/2023PNC Financial Services Group Inc.225,259$8.98M0.0%-5.0%1.458%
11/9/2023Blair William & Co. IL982$39K0.0%-60.5%0.006%
11/9/2023UBS Group AG173,097$6.90M0.0%+23.4%1.120%
11/8/2023Aptus Capital Advisors LLC1,873$75K0.0%N/A0.012%
11/8/2023Atria Wealth Solutions Inc.36,243$1.45M0.0%+7.3%0.235%
11/3/2023Private Advisor Group LLC45,237$1.80M0.0%-68.2%0.293%
11/1/2023Reliant Wealth Planning327,684$13.07M6.9%N/A2.121%
10/27/2023Capital Advisors Ltd. LLC46,244$1.84M0.3%-5.2%0.299%
10/25/2023Concourse Financial Group Securities Inc.1,056$42K0.0%-39.9%0.007%
10/25/2023SFE Investment Counsel37,027$1.48M0.4%+20.1%0.240%
10/24/2023Raymond James & Associates10,545$421K0.0%-5.9%0.068%
10/24/2023Cambridge 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%
10/11/2023Geneos Wealth Management Inc.31,878$1.27M0.1%+7.1%0.206%
9/7/2023Strategic Financial Concepts LLC16,665$697K0.3%-1.4%0.108%
8/11/2023Wick Capital Partners LLC215,804$9.03M5.3%-5.5%1.397%
8/11/2023PNC Financial Services Group Inc.237,235$9.93M0.0%-27.8%1.536%
8/10/2023Private Advisor Group LLC142,067$5.94M0.1%-5.8%0.920%
8/10/2023Wintrust Investments LLC17,400$728K0.1%+1.5%0.113%
8/10/2023AlphaCore Capital LLC14,043$588K0.1%-26.5%0.091%
8/8/2023Geneos 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%
8/3/2023Atria Wealth Solutions Inc.33,771$1.41M0.0%+21.1%0.235%
8/2/2023Bank of Montreal Can636$27K0.0%N/A0.004%
7/31/2023LPL Financial LLC225,893$9.45M0.0%-21.4%1.571%
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%
5/12/2023Stifel Financial Corp4,200,332$172.59M0.2%+0.3%27.946%
5/12/2023AlphaCore Capital LLC19,097$785K0.2%-8.9%0.127%
5/11/2023Shepherd Kaplan Krochuk LLC7,944$326K0.3%-16.6%0.053%
(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 ($6.30M).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), Miracle Mile Advisors LLC ($85.77K), UBS Group AG ($50.64K), Davis Investment Partners LLC ($44.12K), Activest Wealth Management ($36K), and Geneos Wealth Management Inc. ($31.15K).

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

Institutional investors have bought a total of 1,096,598 shares in the last 24 months. This purchase volume represents approximately $46.01M in transactions.

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

Of the 35 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 861,226 shares in the last 24 months. This volume of shares sold represents approximately $36.73M in transactions.



This page (NYSEARCA:EQAL) was last updated on 1/17/2025 by MarketBeat.com Staff
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