Invesco Russell 1000 Equal WEQALETF
13F holders, Q1 2024 (March 31)77holders
1famous investor
$46.18avg. 13F price*
At the end of Q1 2024, 77 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings. The largest holders were Stifel Financial Corp. ($177.0M), Bank of America Corp. ($26.8M) and Morgan Stanley ($15.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.2M |
| Exits | 10 | $2.5M |
Ownership 77 holders
| Stifel Financial Corp. | 0.20% | Reduce -1.7% | 3,832,820 | $177.0M |
| Bank of America Corp. | 0.00% | Add +5.9% | 581,114 | $26.8M |
| Morgan Stanley | 0.00% | Add +7.6% | 341,303 | $15.8M |
| LPL Financial LLC | 0.01% | Reduce -10.2% | 239,875 | $11.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.6% | 194,910 | $9.0M |
| UBS Group AG | 0.00% | Reduce -19.7% | 124,993 | $5.8M |
| Wick Capital Partners, LLC | 3.51% | Reduce -11.6% | 78,203 | $3.6M |
| Wintrust Investments LLC | 0.22% | Add +28.1% | 52,960 | $2.4M |
| Longview Financial Advisors, Inc. | 1.64% | No change | 47,397 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.28% | Add +0.4% | 46,870 | $2.2M |
| Geneos Wealth Management Inc. | 0.09% | Add +18.9% | 42,944 | $2.0M |
| Davis Investment Partners, LLC | 0.75% | Reduce -6.6% | 38,129 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -4.8% | 35,699 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 35,510 | $1.6M |
| SFE Investment Counsel | 0.36% | Reduce -1.3% | 34,492 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +376.7% | 29,846 | $1.4M |
| Citadel Advisors | 0.00% | Add +205.7% | 26,244 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 21,862 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +65.1% | 19,917 | $920K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,363 | $894K |
| Private Advisor Group, LLC | 0.01% | Reduce -32.0% | 18,599 | $859K |
| Avantax Advisory Services, Inc. | 0.01% | New | 18,283 | $844K |
| Strategic Financial Concepts, LLC | 0.19% | Add +1.0% | 17,059 | $788K |
| Up Strategic Wealth Investment Advisors LLC | 1.28% | Reduce -22.0% | 16,963 | $784K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 16,908 | $781K |
| Jane Street Group, LLC | 0.00% | New | 15,632 | $722K |
| Rothschild Investment LLC | 0.05% | Reduce -3.0% | 15,456 | $714K |
| Baird Financial Group, Inc. | 0.00% | Add +3.6% | 15,258 | $705K |
| Empire Life Investments Inc. | 0.04% | Reduce -24.2% | 14,400 | $665K |
| Lunt Capital Management, Inc. | 0.33% | Reduce -9.0% | 14,174 | $655K |
| Mariner, LLC | 0.00% | New | 13,661 | $631K |
| Fielder Capital Group LLC | 0.28% | Reduce -7.1% | 13,409 | $619K |
| Janney Montgomery Scott LLC | 0.00% | Add +41.9% | 13,083 | $604K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.0% | 12,950 | $598K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.9% | 12,748 | $589K |
| Choate Investment Advisors | 0.01% | No change | 10,385 | $480K |
| Cetera Investment Advisers | 0.00% | New | 9,650 | $446K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | No change | 10,000 | $442K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +528.6% | 9,265 | $428K |
| Raymond James & Associates | 0.00% | Reduce -17.5% | 8,894 | $411K |
| GTS Securities LLC | 0.01% | New | 8,582 | $396K |
| AlphaCore Capital LLC | 0.10% | Add +0.1% | 8,265 | $382K |
| Campbell Wealth Management | 0.04% | New | 7,687 | $355K |
| Rede Wealth, LLC | 0.13% | New | 6,935 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.6% | 6,721 | $309K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,254 | $289K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 5,924 | $274K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 5,831 | $269K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $240K |
| Dodds Wealth, LLC | 0.10% | No change | 5,093 | $235K |
| Confluence Wealth Services, Inc. | 0.02% | New | 5,007 | $231K |
| US Bancorp \de | 0.00% | Reduce -5.3% | 4,946 | $228K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,399 | $203K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,500 | $115K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.7% | 2,162 | $100K |
| Wells Fargo & Company | 0.00% | Reduce -17.1% | 2,002 | $92K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,873 | $87K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,873 | $87K |
| FMR LLC | 0.00% | Add +313.5% | 1,625 | $75K |
| Allworth Financial LP | 0.00% | No change | 1,400 | $65K |
| Spire Wealth Management | 0.00% | No change | 1,216 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,056 | $49K |
| Blair William & Co. | 0.00% | No change | 982 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 532 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 426 | $20K |
| America First Investment Advisors, LLC | 0.00% | No change | 346 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 249 | $12K |
| Aspire Private Capital, LLC | 0.00% | New | 242 | $11K |
| Comerica Bank | 0.00% | No change | 164 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 94 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 76 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 60 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 18 | $831 |
| Northwest Capital Management Inc | 0.00% | No change | 2 | $88 |
| Cwm, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is EQAL's weight in each manager's 13F, not the share of Invesco Russell 1000 Equal W the manager owns.