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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$50.26 +0.22 (+0.44%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$36.36M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$16.35M
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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
5/21/2025Geneos 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%
5/9/2025PNC 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%
5/6/2025Cetera Investment Advisers8,164$386K0.0%-4.4%0.063%
5/6/2025SFE Investment Counsel27,006$1.28M0.3%-8.9%0.209%
5/5/2025Bingham Private Wealth LLC36,184$1.71M1.8%-1.4%0.280%
5/5/2025Mowery & 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%
4/29/2025Envestnet Asset Management Inc.37,006$1.75M0.0%+6.5%0.286%
4/28/2025Strategic Financial Concepts LLC17,276$816K0.2%-3.4%0.134%
4/28/2025Longview Financial Advisors Inc.46,487$2.20M1.9%-2.9%0.360%
4/22/2025Castleview Partners LLC9,858$466K0.3%N/A0.077%
4/21/2025Friedenthal Financial16,037$758K0.5%+12,729.6%0.125%
4/18/2025San Luis Wealth Advisors LLC96,509$4.56M1.0%-26.0%0.754%
4/17/2025Janney Montgomery Scott LLC18,892$893K0.0%+12.6%0.148%
4/17/2025Mission Wealth Management LP9,580$453K0.0%+20.7%0.075%
4/16/2025Wealth Enhancement Advisory Services LLC9,501$449K0.0%+11.8%0.074%
4/15/2025GPS Wealth Strategies Group LLC840$40K0.0%N/A0.007%
4/15/2025Capital Advisors Ltd. LLC43,417$2.05M0.3%+3.5%0.339%
4/14/2025Miracle Mile Advisors LLC4,722$223K0.0%-94.5%0.037%
4/10/2025Breakwater Capital Group11,713$554K0.1%N/A0.092%
3/17/2025Wealth Enhancement Advisory Services LLC8,501$411K0.0%+7.3%0.066%
2/27/2025Bernard 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%
2/17/2025Cetera 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%
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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%
2/13/2025Bernard Wealth Management Corp.4,339$210K0.2%N/A0.033%
2/13/2025Cerity Partners LLC28,143$1.36M0.0%-2.6%0.213%
2/13/2025Envestnet 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%
2/11/2025Runnymede 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%
2/7/2025PNC 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%
2/6/2025Mission 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%
2/4/2025Capital Advisors Ltd. LLC41,957$2.03M0.3%-1.4%0.318%
2/3/2025Private Advisor Group LLC8,014$387K0.0%-19.2%0.061%
1/31/2025Retirement Income Solutions Inc6,172$298K0.1%N/A0.047%
1/30/2025Strategic Financial Concepts LLC17,880$864K0.0%N/A0.135%
1/30/2025Valeo Financial Advisors LLC5,039$243K0.0%N/A0.038%
1/30/2025SFE Investment Counsel29,632$1.43M0.3%-8.9%0.224%
1/29/2025Shade Tree Advisors LLC20,552$993K1.0%N/A0.156%
1/28/2025Strategic Financial Concepts LLC111,770$5.40M0.0%N/A0.847%
1/24/2025Lunt Capital Management Inc.13,802$667K0.3%-2.6%0.105%
1/24/2025Total 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%
1/17/2025Janney Montgomery Scott LLC16,774$810K0.0%+10.4%0.127%
1/14/2025San Luis Wealth Advisors LLC130,416$6.30M1.2%-2.2%0.988%
1/13/2025Miracle Mile Advisors LLC85,768$4.14M0.1%N/A0.650%
1/13/2025Davis 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%
10/24/2024Wealth 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%
10/10/2024Fiduciary Financial Group LLC4,192$202K0.0%N/A0.032%
10/9/2024San Luis Wealth Advisors LLC133,321$6.49M1.3%+6.9%1.010%
10/7/2024Davis 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%
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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%
(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, 79 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. ($7.31M), 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 61 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), Geneos Wealth Management Inc. ($42.02K), and UBS Group AG ($32.85K).

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

Institutional investors have bought a total of 762,269 shares in the last 24 months. This purchase volume represents approximately $36.36M in transactions.

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

Of the 25 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), Confluence Wealth Services Inc. ($14.48K), Private Advisor Group LLC ($13.53K), and PNC Financial Services Group Inc. ($11.66K).

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

Institutional investors have sold a total of 341,403 shares in the last 24 months. This volume of shares sold represents approximately $16.35M in transactions.



This page (NYSEARCA:EQAL) was last updated on 7/4/2025 by MarketBeat.com Staff
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