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Invesco Russell 1000 Equal Weight ETF (EQAL) Institutional Ownership

Invesco Russell 1000 Equal Weight ETF logo
$56.99 -0.62 (-1.08%)
As of 02:04 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$51.36M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$51.14M
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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
5/8/2026 PNC Financial Services Group Inc.128,290$7.07M0.0%-5.8%0.936%
5/7/2026 Cornerstone Advisors Asset Management LLC6,659$367K0.1%-4.4%0.049%
5/5/2026 Geneos Wealth Management Inc.104,087$5.74M0.1%+24.9%0.760%
5/5/2026 Sanctuary Advisors LLC33,681$1.86M0.0%N/A0.246%
5/2/2026 SFE Investment Counsel27,265$1.50M0.2%+1.8%0.199%
4/30/2026 Kestra Advisory Services LLC14,053$774K0.0%-5.8%0.103%
4/20/2026 Breakwater Capital Group16,408$904K0.1%+22.6%0.120%
4/20/2026 Friedenthal Financial29,319$1.62M0.8%-41.5%0.214%
4/17/2026 Capital 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%
2/17/2026 Cetera 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%
2/13/2026 Kestra Advisory Services LLC14,922$785K0.0%+1.4%0.114%
2/13/2026 Stifel Financial Corp4,655,311$245.06M0.2%+0.2%35.673%
2/13/2026Arkadios Wealth Advisors50,865$2.68M0.1%+8.4%0.390%
2/12/2026 Commonwealth Equity Services LLC20,806$1.10M0.0%-1.2%0.159%
2/12/2026 Sykon Capital LLC89,863$4.73M1.5%-65.1%0.689%
2/11/2026Empowered Funds LLC12,325$649K0.0%N/A0.094%
2/11/2026 Janney Montgomery Scott LLC22,206$1.17M0.0%-2.4%0.170%
2/11/2026 LPL Financial LLC202,579$10.66M0.0%-3.9%1.552%
2/10/2026 UP Strategic Wealth Investment Advisors LLC9,757$550K0.4%-41.1%0.075%
2/10/2026 Northwestern 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%
2/9/2026 Carroll Advisory Group LLC30,770$1.62M0.7%N/A0.236%
2/6/2026 PNC Financial Services Group Inc.136,163$7.17M0.0%-1.7%1.043%
2/6/2026 HighTower Advisors LLC8,485$447K0.0%+45.2%0.065%
2/5/2026 Thrivent Financial for Lutherans43,765$2.32M0.0%+3.8%0.335%
2/5/2026 SFE Investment Counsel26,785$1.41M0.2%+1.4%0.205%
2/4/2026 Shade Tree Advisors LLC22,008$1.16M0.9%+7.1%0.169%
2/3/2026 Strategic Wealth Advisors LLC872$45K0.0%N/A0.007%
2/2/2026 Longview Financial Advisors Inc.44,067$2.32M1.6%-1.6%0.338%
2/2/2026 Truist Financial Corp10,067$530K0.0%+58.8%0.077%
1/29/2026 UBS Group AG77,545$4.08M0.0%+38.4%0.594%
1/28/2026 Geneos Wealth Management Inc.83,365$4.39M0.1%+4.9%0.639%
1/27/2026 Clark Asset Management LLC24,192$1.27M0.1%N/A0.185%
1/27/2026 Friedenthal Financial50,093$2.64M1.4%+9.1%0.384%
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1/26/2026 Diversified Management Inc.18,693$984K0.2%N/A0.143%
1/23/2026 Bingham Private Wealth LLC45,218$2.38M2.0%N/A0.346%
1/23/2026 Rede Wealth LLC5,422$285K0.1%N/A0.042%
1/21/2026 Capital Advisors Ltd. LLC48,534$2.56M0.3%+3.4%0.372%
1/15/2026 Lodestone Wealth Management LLC1,538$81K0.0%N/A0.012%
1/9/2026 Breakwater 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%
11/17/2025 Sykon Capital LLC257,724$13.40M4.5%N/A1.967%
11/17/2025 Northwestern 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%
11/13/2025 UBS Group AG56,047$2.91M0.0%-14.4%0.428%
11/7/2025 PNC Financial Services Group Inc.138,520$7.20M0.0%-4.9%1.057%
11/6/2025 Breakwater Capital Group9,360$487K0.1%+12.0%0.071%
11/6/2025 Fielder Capital Group LLC7,906$411K0.1%-6.9%0.060%
11/5/2025 Envestnet Asset Management Inc.42,956$2.23M0.0%+3.5%0.328%
11/4/2025 Cornerstone Advisors Asset Management LLC6,956$362K0.1%N/A0.053%
11/4/2025Jones Financial Companies Lllp3,818$198K0.0%+15.1%0.029%
11/4/2025 Thrivent Financial for Lutherans42,155$2.19M0.0%N/A0.322%
11/3/2025 Cahill 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%
10/22/2025 Geneos Wealth Management Inc.79,484$4.13M0.1%+11.4%0.607%
10/16/2025 Capital Advisors Ltd. LLC46,957$2.44M0.3%+3.1%0.357%
10/16/2025 HBK Sorce Advisory LLC16,569$873K0.0%N/A0.126%
10/14/2025 HBK Sorce Advisory LLC16,569$873K0.0%N/A0.126%
10/10/2025 Castleview Partners LLC5,526$287K0.2%-23.0%0.042%
10/10/2025 Fiduciary Financial Group LLC3,902$203K0.0%N/A0.030%
9/4/2025Osaic Holdings Inc.15,574$767K0.0%+119.2%0.118%
8/18/2025 Geneos 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%
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%
8/13/2025 Northwestern 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%
8/8/2025 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%
8/4/2025Arkadios Wealth Advisors47,386$2.33M0.1%N/A0.357%
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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%
7/28/2025Harbour 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%
7/21/2025Ameriflex Group Inc.500$25K0.0%N/A0.004%


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 ($13.63M), 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 78 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), Strategic Financial Concepts LLC ($129.65K), Raymond James Financial Inc. ($106.72K), Miracle Mile Advisors LLC ($85.77K), Geneos Wealth Management Inc. ($69.18K), Thrivent Financial for Lutherans ($62.98K), and Bingham Private Wealth LLC ($53.79K).

Institutional investors have bought a total of 999,368 shares in the last 24 months. This purchase volume represents approximately $51.36M in transactions.

Of the 26 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: Bank of America Corp DE ($382.38K), Fort Point Capital Partners LLC ($218.93K), Sykon Capital LLC ($167.86K), Raymond James Financial Inc. ($63.90K), Wick Capital Partners LLC ($54.15K), PNC Financial Services Group Inc. ($26.36K), and Friedenthal Financial ($20.77K).

Institutional investors have sold a total of 999,409 shares in the last 24 months. This volume of shares sold represents approximately $51.14M in transactions.



This page (NYSEARCA:EQAL) was last updated on 5/15/2026 by MarketBeat.com Staff.
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