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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$50.34 +0.77 (+1.55%)
Closing price 04:10 PM Eastern
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$50.33 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for Invesco Russell 1000 Equal Weight ETF (NYSEARCA:EQAL)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$46.16M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$16.95M
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EQAL Institutional Buying and Selling by Quarter

Invesco Russell 1000 Equal Weight ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Rockefeller Capital Management L.P.14,617$720K0.0%N/A0.110%
8/8/2025 Cetera Investment Advisers9,769$481K0.0%+19.7%0.074%
8/8/2025 Creative Planning17,614$867K0.0%+9.3%0.133%
8/8/2025 PNC Financial Services Group Inc.145,628$7.17M0.0%-5.8%1.097%
8/4/2025 Rede Wealth LLC7,769$383K0.1%+18.0%0.059%
8/4/2025 Arkadios Wealth Advisors47,386$2.33M0.1%N/A0.357%
8/1/2025 Envestnet Asset Management Inc.41,516$2.04M0.0%+12.2%0.313%
7/31/2025 Focus Partners Advisor Solutions LLC24,759$1.22M0.0%N/A0.187%
7/31/2025 Longview Financial Advisors Inc.44,772$2.21M1.9%-3.7%0.337%
7/28/2025 Lunt Capital Management Inc.46,323$2.28M0.9%+235.6%0.349%
7/28/2025 Harbour Investments Inc.3,151$155K0.0%+9.9%0.024%
7/25/2025 Total Clarity Wealth Management Inc.24,882$1.23M0.4%+26.1%0.187%
7/24/2025 Capital Advisors Ltd. LLC45,537$2.24M0.3%+4.9%0.343%
7/23/2025 Friedenthal Financial46,037$2.27M1.2%+187.1%0.347%
7/23/2025 Bingham Private Wealth LLC44,752$2.20M2.0%+23.7%0.337%
7/21/2025 Ameriflex Group Inc.500$25K0.0%N/A0.004%
7/18/2025 Truist Financial Corp6,338$312K0.0%N/A0.048%
7/17/2025 Janney Montgomery Scott LLC22,869$1.13M0.0%+21.1%0.172%
7/16/2025 Castleview Partners LLC7,174$353K0.2%-27.2%0.054%
7/11/2025 Silver Oak Securities Incorporated32,521$1.60M0.1%N/A0.245%
7/9/2025 Breakwater Capital Group8,360$412K0.1%-28.6%0.063%
7/8/2025 Davis Investment Partners LLC35,352$1.76M0.6%-6.6%0.266%
7/8/2025 Peirce Capital Management LLC24,113$1.19M0.5%N/A0.181%
5/21/2025Geneos Wealth Management Inc.61,540$2.91M0.1%+8.3%0.472%
5/19/2025Jane Street Group LLC8,839$418K0.0%N/A0.068%
5/16/2025Jones Financial Companies Lllp7,242$342K0.0%+515.8%0.056%
5/15/2025Royal Bank of Canada6,764$320K0.0%+7.7%0.052%
5/14/2025Northwestern Mutual Wealth Management Co.5,074$240K0.0%+182.5%0.039%
5/13/2025Raymond James Financial Inc.98,149$4.64M0.0%+1,045.5%0.759%
5/13/2025HighTower Advisors LLC5,848$276K0.0%+4.8%0.045%
5/9/2025 PNC Financial Services Group Inc.154,648$7.31M0.0%-2.2%1.196%
5/8/2025Geneos Wealth Management Inc.67,236$3.18M0.1%+18.3%0.520%
5/7/2025LPL Financial LLC224,963$10.63M0.0%+2.0%1.740%
5/6/2025 Cetera Investment Advisers8,164$386K0.0%-4.4%0.063%
5/6/2025 SFE Investment Counsel27,006$1.28M0.3%-8.9%0.209%
5/5/2025 Bingham Private Wealth LLC36,184$1.71M1.8%-1.4%0.280%
5/5/2025 Mowery & Schoenfeld Wealth Management LLC1,614$76K0.1%N/A0.012%
5/5/2025Private Advisor Group LLC5,066$239K0.0%-36.8%0.039%
4/30/2025Cerity Partners LLC23,585$1.12M0.0%-16.2%0.182%
4/29/2025 Envestnet Asset Management Inc.37,006$1.75M0.0%+6.5%0.286%
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4/28/2025 Strategic Financial Concepts LLC17,276$816K0.2%-3.4%0.134%
4/28/2025 Longview Financial Advisors Inc.46,487$2.20M1.9%-2.9%0.360%
4/22/2025 Castleview Partners LLC9,858$466K0.3%N/A0.077%
4/21/2025 Friedenthal Financial16,037$758K0.5%+12,729.6%0.125%
4/18/2025 San Luis Wealth Advisors LLC96,509$4.56M1.0%-26.0%0.754%
4/17/2025 Janney Montgomery Scott LLC18,892$893K0.0%+12.6%0.148%
4/17/2025 Mission Wealth Management LP9,580$453K0.0%+20.7%0.075%
4/16/2025 Wealth Enhancement Advisory Services LLC9,501$449K0.0%+11.8%0.074%
4/15/2025 GPS Wealth Strategies Group LLC840$40K0.0%N/A0.007%
4/15/2025 Capital Advisors Ltd. LLC43,417$2.05M0.3%+3.5%0.339%
4/14/2025 Miracle Mile Advisors LLC4,722$223K0.0%-94.5%0.037%
4/10/2025 Breakwater Capital Group11,713$554K0.1%N/A0.092%
3/17/2025 Wealth Enhancement Advisory Services LLC8,501$411K0.0%+7.3%0.066%
2/27/2025 Bernard Wealth Management Corp.2,964$143K0.1%N/A0.022%
2/18/2025Wick Capital Partners LLC83,518$4.03M1.2%+3.2%0.633%
2/17/2025Napa Wealth Management14,708$710K0.3%N/A0.111%
2/17/2025 Cetera Investment Advisers8,540$412K0.0%-3.1%0.065%
2/17/2025Baird Financial Group Inc.20,007$966K0.0%+3.3%0.152%
2/17/2025Bank of America Corp DE626,197$30.25M0.0%+3.6%4.744%
2/17/2025Ameriprise Financial Inc.13,206$638K0.0%N/A0.100%
2/17/2025Aptus Capital Advisors LLC11,183$540K0.0%N/A0.085%
2/14/2025Wick Capital Partners LLC7,872$380K0.1%-90.3%0.060%
2/14/2025Stifel Financial Corp3,608,097$174.27M0.2%-0.7%27.334%
2/14/2025Tower Research Capital LLC TRC4,061$196K0.0%+31.7%0.031%
2/14/2025Concourse Financial Group Securities Inc.528$26K0.0%-50.0%0.004%
2/13/2025Raymond James Financial Inc.8,568$414K0.0%N/A0.065%
2/13/2025 Bernard Wealth Management Corp.4,339$210K0.2%N/A0.033%
2/13/2025Cerity Partners LLC28,143$1.36M0.0%-2.6%0.213%
2/13/2025 Envestnet Asset Management Inc.34,744$1.68M0.0%+2.8%0.263%
2/11/2025LPL Financial LLC220,467$10.65M0.0%+2.6%1.670%
2/11/2025Sykon Capital LLC112,864$5.45M1.9%N/A0.855%
2/11/2025 Runnymede Capital Advisors Inc.4,386$212K0.2%N/A0.033%
2/10/2025Thrivent Financial for Lutherans19,219$979K0.0%+2.2%0.146%
2/10/2025Choate Investment Advisors7,265$351K0.0%-30.0%0.055%
2/10/2025Wintrust Investments LLC3,221$155K0.1%-43.0%0.024%
2/7/2025HighTower Advisors LLC5,579$269K0.0%+5.8%0.042%
2/7/2025 PNC Financial Services Group Inc.158,046$7.63M0.0%-1.7%1.197%
2/6/2025Raymond James Financial Inc.8,568$414K0.0%N/A0.065%
2/6/2025 Mission Wealth Management LP7,940$384K0.0%N/A0.060%
2/6/2025Jones Financial Companies Lllp1,176$57K0.0%+249.0%0.009%
2/4/2025Rothschild Investment LLC8,806$425K0.0%-7.6%0.067%
2/4/2025 Capital Advisors Ltd. LLC41,957$2.03M0.3%-1.4%0.318%
2/3/2025Private Advisor Group LLC8,014$387K0.0%-19.2%0.061%
1/31/2025 Retirement Income Solutions Inc6,172$298K0.1%N/A0.047%
1/30/2025 Strategic Financial Concepts LLC17,880$864K0.0%N/A0.135%
1/30/2025 Valeo Financial Advisors LLC5,039$243K0.0%N/A0.038%
1/30/2025 SFE Investment Counsel29,632$1.43M0.3%-8.9%0.224%
1/29/2025 Shade Tree Advisors LLC20,552$993K1.0%N/A0.156%
1/28/2025 Strategic Financial Concepts LLC111,770$5.40M0.0%N/A0.847%
1/24/2025 Lunt Capital Management Inc.13,802$667K0.3%-2.6%0.105%
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1/24/2025 Total Clarity Wealth Management Inc.19,725$953K0.3%-13.1%0.149%
1/21/2025Geneos Wealth Management Inc.56,836$2.75M0.1%-0.7%0.431%
1/17/2025 Janney 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%
(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, 83 institutional investors and hedge funds held shares of Invesco Russell 1000 Equal Weight ETF. The most heavily invested institutionals were Stifel Financial Corp ($174.27M), Bank of America Corp DE ($30.25M), Reliant Wealth Planning ($13.07M), LPL Financial LLC ($10.63M), PNC Financial Services Group Inc. ($7.17M), UBS Group AG ($6.86M), and Sykon Capital LLC ($5.45M).Learn more on Invesco Russell 1000 Equal Weight ETF's institutional investors.

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

Of the 70 institutional investors that purchased Invesco Russell 1000 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Reliant Wealth Planning ($327.68K), Strategic Financial Concepts LLC ($129.65K), Sykon Capital LLC ($112.86K), Raymond James Financial Inc. ($106.72K), Miracle Mile Advisors LLC ($85.77K), Lunt Capital Management Inc. ($48.10K), and Arkadios Wealth Advisors ($47.39K).

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

Institutional investors have bought a total of 956,833 shares in the last 24 months. This purchase volume represents approximately $46.16M in transactions.

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

Of the 24 institutional investors that sold Invesco Russell 1000 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($81.05K), Stifel Financial Corp ($73.64K), Wick Capital Partners LLC ($73.07K), San Luis Wealth Advisors LLC ($36.81K), PNC Financial Services Group Inc. ($20.68K), Confluence Wealth Services Inc. ($14.48K), and Private Advisor Group LLC ($8.69K).

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

Institutional investors have sold a total of 352,723 shares in the last 24 months. This volume of shares sold represents approximately $16.95M in transactions.


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This page (NYSEARCA:EQAL) was last updated on 8/12/2025 by MarketBeat.com Staff
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