Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

$46.16
+0.20 (+0.44%)
(As of 11:31 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$20.62M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$26.68M
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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
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%
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%
2/13/2024Tower 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%
2/12/2024Dodds Wealth LLC5,093$225K0.1%N/A0.033%
2/12/2024Stifel Financial Corp3,899,283$171.96M0.2%-3.4%25.238%
2/9/2024 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%
11/14/2023Tower 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%
11/13/2023 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%
11/8/2023Aptus 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%
11/1/2023Reliant Wealth Planning327,684$13.07M6.9%N/A2.121%
10/27/2023 Capital Advisors Ltd. LLC46,244$1.84M0.3%-5.2%0.299%
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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%
10/24/2023 Raymond 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%
8/11/2023Wick 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%
8/10/2023AlphaCore 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%
7/28/2023First Republic Investment Management Inc.5,151$216K0.0%-7.0%0.036%
7/25/2023 Raymond 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%
5/11/2023Jaffetilchin 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%
5/9/2023Tower Research Capital LLC TRC20,234$832K0.0%N/A0.135%
5/9/2023 SFE Investment Counsel30,792$1.23M0.4%-2.2%0.205%
5/8/2023 Empire Life Investments Inc.22,900$941K0.1%+97.4%0.152%
4/28/2023 Janney Montgomery Scott LLC11,892$489K0.0%+22.8%0.079%
4/27/2023Ulrich Consultants & Investment Group LLC33,808$1.39M2.9%-1.6%0.225%
4/25/2023 Geneos Wealth Management Inc.27,554$1.13M0.1%+6.6%0.183%
4/18/2023 Activest Wealth Management1,636$66K0.0%-95.5%0.011%
2/15/2023AlphaCore Capital LLC20,958$842K0.3%N/A0.139%
2/14/2023 Davis Investment Partners LLC43,320$1.89M1.0%N/A0.288%
2/13/2023Black Swift Group LLC197,532$7.94M3.2%+7.1%1.314%
2/13/2023 Atria Wealth Solutions Inc.27,881$1.12M0.0%+50.8%0.186%
2/13/2023 Wintrust Investments LLC14,350$577K0.1%+5.1%0.095%
2/10/2023CoreCap Advisors LLC2,700$108K0.0%N/A0.018%
2/10/2023 PNC Financial Services Group Inc.317,955$12.78M0.0%-2.5%2.115%
2/10/2023 SFE Investment Counsel31,494$1.31M0.4%+1.2%0.210%
2/9/2023 HighTower Advisors LLC8,231$331K0.0%+50.5%0.055%
2/8/2023 Raymond James & Associates16,712$671K0.0%+4.2%0.111%
2/8/2023 Belpointe Asset Management LLC1,535$62K0.0%N/A0.010%
2/8/2023 UBS Group AG245,508$9.87M0.0%+7.8%1.633%
2/7/2023 Capital Advisors Ltd. LLC48,741$1.96M0.3%+3.3%0.324%
2/7/2023Commonwealth Equity Services LLC24,170$971K0.0%+7.9%0.161%
2/7/2023 LPL Financial LLC281,244$11.30M0.0%+4.5%1.871%
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2/7/2023 Envestnet Asset Management Inc.25,957$1.04M0.0%-19.0%0.173%
2/3/2023 U.S. Capital Wealth Advisors LLC698$28K0.0%N/A0.005%
2/3/2023 Spire Wealth Management1,216$49K0.0%N/A0.008%
2/1/2023 Janney Montgomery Scott LLC9,684$389K0.0%-25.9%0.064%
1/31/2023 Geneos Wealth Management Inc.25,845$1.04M0.1%+10.9%0.172%
1/30/2023 Concourse Financial Group Securities Inc.1,756$71K0.0%N/A0.012%
1/20/2023 MJP Associates Inc. ADV13,151$528K0.2%N/A0.088%
1/19/2023Rothschild Investment Corp IL17,446$701K0.1%-5.2%0.117%
1/18/2023 Private Advisor Group LLC138,655$5.57M0.0%-10.1%0.934%
1/18/2023 Activest Wealth Management36,000$1.45M0.4%N/A0.242%
(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, 62 institutional investors and hedge funds held shares of Invesco Russell 1000 Equal Weight ETF. The most heavily invested institutionals were Stifel Financial Corp ($171.96M), Reliant Wealth Planning ($13.07M), PNC Financial Services Group Inc. ($9.30M), Wick Capital Partners LLC ($9.03M), LPL Financial LLC ($8.95M), Black Swift Group LLC ($7.94M), and UBS Group AG ($6.86M).Learn more on EQAL's institutional investors.

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

Of the 50 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 ($257.72K), UBS Group AG ($218.90K), Black Swift Group LLC ($97.30K), Captrust Financial Advisors ($87.28K), Systelligence LLC ($56.21K), and LPL Financial LLC ($47.42K).

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

Institutional investors have bought a total of 1,541,681 shares in the last 24 months. This purchase volume represents approximately $61.71M in transactions.

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

Of the 32 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 ($218.33K), Private Advisor Group LLC ($147.78K), PNC Financial Services Group Inc. ($140.17K), Envestnet Asset Management Inc. ($88.64K), LPL Financial LLC ($63.02K), Jaffetilchin Investment Partners LLC ($51.57K), and UBS Group AG ($49.44K).

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

Institutional investors have sold a total of 896,453 shares in the last 24 months. This volume of shares sold represents approximately $37.11M in transactions.


This page (NYSEARCA:EQAL) was last updated on 5/15/2024 by MarketBeat.com Staff

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