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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$58.00 +0.46 (+0.80%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$58.00 0.00 (0.00%)
As of 10/2/2026 06:19 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$46.27M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$30.34M
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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
9/23/2026Envestnet Asset Management Inc.45,280$2.68M0.0%+8.2%0.327%
9/9/2026Lunt Capital Management Inc.48,007$2.85M1.0%+3.6%0.349%
9/9/2026NewEdge Advisors LLC22,507$1.33M0.0%+13.1%0.164%
9/8/2026Allworth Financial LP2,798$166K0.0%N/A0.020%
7/9/2026Breakwater Capital Group18,538$1.10M0.1%+13.0%0.135%
7/9/2026Valeo Financial Advisors LLC3,509$208K0.0%N/A0.026%
6/3/2026NewEdge Advisors LLC19,897$1.10M0.0%-21.3%0.145%
5/19/2026NewEdge Advisors LLC19,471$1.07M0.0%-22.9%0.142%
5/19/2026Bank of America Corp DE398,926$21.98M0.0%+53.9%2.912%
5/19/2026Arkadios Wealth Advisors50,390$2.78M0.0%-0.9%0.368%
5/18/2026Royal Bank of Canada6,128$338K0.0%-29.6%0.045%
5/18/2026Empowered Funds LLC50,514$2.78M0.0%+309.8%0.369%
5/16/2026Quantinno Capital Management LP5,018$276K0.0%-42.1%0.037%
5/8/2026PNC Financial Services Group Inc.128,290$7.07M0.0%-5.8%0.936%
5/7/2026Cornerstone Advisors Asset Management LLC6,659$367K0.1%-4.4%0.049%
5/5/2026Geneos Wealth Management Inc.104,087$5.74M0.1%+24.9%0.760%
5/5/2026Sanctuary Advisors LLC33,681$1.86M0.0%N/A0.246%
5/2/2026SFE Investment Counsel27,265$1.50M0.2%+1.8%0.199%
4/30/2026Kestra Advisory Services LLC14,053$774K0.0%-5.8%0.103%
4/20/2026Breakwater Capital Group16,408$904K0.1%+22.6%0.120%
4/20/2026Friedenthal Financial29,319$1.62M0.8%-41.5%0.214%
4/17/2026Capital Advisors Ltd. LLC46,075$2.54M0.3%-5.1%0.336%
2/20/2026Wick Capital Partners LLC28,339$1.49M0.1%-65.6%0.217%
2/18/2026NewEdge Advisors LLC25,267$1.33M0.0%+78.0%0.194%
2/18/2026Empowered Funds LLC12,325$649K0.0%N/A0.094%
2/17/2026Cetera Investment Advisers34,188$1.80M0.0%-2.7%0.262%
2/17/2026Osaic Holdings Inc.9,048$476K0.0%-43.4%0.069%
2/17/2026Royal Bank of Canada8,709$459K0.0%+19.0%0.067%
2/16/2026Fort Point Capital Partners LLC28,407$1.57M0.2%-88.4%0.218%
2/13/2026Kestra Advisory Services LLC14,922$785K0.0%+1.4%0.114%
2/13/2026Stifel Financial Corp4,655,311$245.06M0.2%+0.2%35.673%
2/13/2026Arkadios Wealth Advisors50,865$2.68M0.1%+8.4%0.390%
2/12/2026Commonwealth Equity Services LLC20,806$1.10M0.0%-1.2%0.159%
2/12/2026Sykon Capital LLC89,863$4.73M1.5%-65.1%0.689%
2/11/2026Empowered Funds LLC12,325$649K0.0%N/A0.094%
2/11/2026Janney Montgomery Scott LLC22,206$1.17M0.0%-2.4%0.170%
2/11/2026LPL Financial LLC202,579$10.66M0.0%-3.9%1.552%
2/10/2026UP Strategic Wealth Investment Advisors LLC9,757$550K0.4%-41.1%0.075%
2/10/2026Northwestern Mutual Wealth Management Co.16,732$881K0.0%+19.3%0.128%
2/9/2026Harbour Investments Inc.3,956$208K0.0%+30.2%0.030%
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2/9/2026Carroll Advisory Group LLC30,770$1.62M0.7%N/A0.236%
2/6/2026PNC Financial Services Group Inc.136,163$7.17M0.0%-1.7%1.043%
2/6/2026HighTower Advisors LLC8,485$447K0.0%+45.2%0.065%
2/5/2026Thrivent Financial for Lutherans43,765$2.32M0.0%+3.8%0.335%
2/5/2026SFE Investment Counsel26,785$1.41M0.2%+1.4%0.205%
2/4/2026Shade Tree Advisors LLC22,008$1.16M0.9%+7.1%0.169%
2/3/2026Strategic Wealth Advisors LLC872$45K0.0%N/A0.007%
2/2/2026Longview Financial Advisors Inc.44,067$2.32M1.6%-1.6%0.338%
2/2/2026Truist Financial Corp10,067$530K0.0%+58.8%0.077%
1/29/2026UBS Group AG77,545$4.08M0.0%+38.4%0.594%
1/28/2026Geneos Wealth Management Inc.83,365$4.39M0.1%+4.9%0.639%
1/27/2026Clark Asset Management LLC24,192$1.27M0.1%N/A0.185%
1/27/2026Friedenthal Financial50,093$2.64M1.4%+9.1%0.384%
1/26/2026Diversified Management Inc.18,693$984K0.2%N/A0.143%
1/23/2026Bingham Private Wealth LLC45,218$2.38M2.0%N/A0.346%
1/23/2026Rede Wealth LLC5,422$285K0.1%N/A0.042%
1/21/2026Capital Advisors Ltd. LLC48,534$2.56M0.3%+3.4%0.372%
1/15/2026Lodestone Wealth Management LLC1,538$81K0.0%N/A0.012%
1/9/2026Breakwater Capital Group13,386$705K0.1%+43.0%0.102%
11/17/2025NewEdge Advisors LLC14,196$738K0.0%+3,232.4%0.108%
11/17/2025Susquehanna International Group LLP22,715$1.18M0.0%+39.4%0.173%
11/17/2025Sykon Capital LLC257,724$13.40M4.5%N/A1.967%
11/17/2025Northwestern Mutual Wealth Management Co.14,029$730K0.0%+48.8%0.107%
11/17/2025Fort Point Capital Partners LLC243,915$12.68M1.5%-1.4%1.862%
11/17/2025Citadel Advisors LLC8,767$456K0.0%-58.1%0.067%
11/17/2025Bank of America Corp DE262,027$13.63M0.0%-1.2%2.000%
11/17/2025Ameriprise Financial Inc.10,902$567K0.0%-11.4%0.083%
11/14/2025Raymond James Financial Inc.34,254$1.78M0.0%-37.2%0.261%
11/13/2025UBS Group AG56,047$2.91M0.0%-14.4%0.428%
11/7/2025PNC Financial Services Group Inc.138,520$7.20M0.0%-4.9%1.057%
11/6/2025Breakwater Capital Group9,360$487K0.1%+12.0%0.071%
11/6/2025Fielder Capital Group LLC7,906$411K0.1%-6.9%0.060%
11/5/2025Envestnet Asset Management Inc.42,956$2.23M0.0%+3.5%0.328%
11/4/2025Cornerstone Advisors Asset Management LLC6,956$362K0.1%N/A0.053%
11/4/2025Jones Financial Companies Lllp3,818$198K0.0%+15.1%0.029%
11/4/2025Thrivent Financial for Lutherans42,155$2.19M0.0%N/A0.322%
11/3/2025Cahill Financial Advisors Inc.3,992$208K0.0%N/A0.030%
10/29/2025Arkadios Wealth Advisors46,942$2.44M0.1%-0.9%0.358%
10/27/2025Touchstone Capital Inc.5,496$286K0.1%N/A0.042%
10/22/2025Gladstone Institutional Advisory LLC10,500$546K0.0%-5.4%0.080%
10/22/2025Geneos Wealth Management Inc.79,484$4.13M0.1%+11.4%0.607%
10/16/2025Capital Advisors Ltd. LLC46,957$2.44M0.3%+3.1%0.357%
10/16/2025HBK Sorce Advisory LLC16,569$873K0.0%N/A0.126%
10/14/2025HBK Sorce Advisory LLC16,569$873K0.0%N/A0.126%
10/10/2025Castleview Partners LLC5,526$287K0.2%-23.0%0.042%
10/10/2025Fiduciary Financial Group LLC3,902$203K0.0%N/A0.030%
9/4/2025Osaic Holdings Inc.15,574$767K0.0%+119.2%0.118%
8/18/2025Geneos Wealth Management Inc.71,363$3.51M0.1%+16.0%0.541%
8/15/2025Tower Research Capital LLC TRC 17,935$883K0.0%+49.4%0.136%
8/15/2025Captrust Financial Advisors4,120$203K0.0%N/A0.031%
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8/15/2025Bank of America Corp DE265,235$13.06M0.0%-58.8%2.009%
8/15/2025Ameriprise Financial Inc.12,299$606K0.0%-4.3%0.093%
8/14/2025Raymond James Financial Inc.54,554$2.69M0.0%-44.4%0.413%
8/14/2025Quantinno Capital Management LP8,662$427K0.0%N/A0.066%
8/14/2025Cerity Partners LLC23,940$1.18M0.0%+1.5%0.181%
8/13/2025Flow Traders U.S. LLC19,681$969K0.0%N/A0.149%
8/13/2025Northwestern Mutual Wealth Management Co.9,429$464K0.0%+85.8%0.071%
8/8/2025Rockefeller Capital Management L.P.14,617$720K0.0%N/A0.110%
8/8/2025Cetera Investment Advisers9,769$481K0.0%+19.7%0.074%
8/8/2025Creative Planning17,614$867K0.0%+9.3%0.133%


EQAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Invesco Russell 1000 Equal Weight ETF. The most heavily invested institutionals were Stifel Financial Corp ($245.06M), Bank of America Corp DE ($21.98M), LPL Financial LLC ($10.66M), PNC Financial Services Group Inc. ($7.07M), Geneos Wealth Management Inc. ($5.74M), Sykon Capital LLC ($4.73M), and San Luis Wealth Advisors LLC ($4.56M).Learn more on Invesco Russell 1000 Equal Weight ETF's institutional investors.

Of the 76 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: Sykon Capital LLC ($370.59K), Bank of America Corp DE ($161.54K), Strategic Financial Concepts LLC ($129.65K), Raymond James Financial Inc. ($106.72K), Miracle Mile Advisors LLC ($85.77K), Empowered Funds LLC ($62.84K), and Geneos Wealth Management Inc. ($57.65K).

Institutional investors have bought a total of 870,672 shares in the last 24 months. This purchase volume represents approximately $46.27M in transactions.

Of the 27 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: Fort Point Capital Partners LLC ($218.93K), Sykon Capital LLC ($167.86K), Wick Capital Partners LLC ($54.15K), Friedenthal Financial ($20.77K), Raymond James Financial Inc. ($20.30K), PNC Financial Services Group Inc. ($17.34K), and Citadel Advisors LLC ($12.17K).

Institutional investors have sold a total of 574,690 shares in the last 24 months. This volume of shares sold represents approximately $30.34M in transactions.



Institutional ownership data for NYSEARCA:EQAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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