Invesco Russell 1000 Equal WEQALETF
13F holders, Q4 2024 (December 31)84holders +7
13new positions
11sold out
$48.31avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 11 sold out. The largest holders were Stifel Financial Corp. ($174.3M), Bank of America Corp. ($30.2M) and LPL Financial LLC ($10.6M).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $16.4M |
| Exits | 11 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 404,898 shares bought and 116,058 shares sold, net +288,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Stifel Financial Corp. | 0.18% | Reduce -0.7% | 3,608,097 | $174.3M |
| Bank of America Corp. | 0.00% | Add +3.6% | 626,197 | $30.2M |
| LPL Financial LLC | 0.00% | Add +2.6% | 220,467 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.7% | 158,046 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 130,565 | $6.3M |
| San Luis Wealth Advisors LLC | 1.19% | Reduce -2.2% | 130,416 | $6.3M |
| Sykon Capital LLC | 1.88% | New | 112,864 | $5.5M |
| UBS Group AG | 0.00% | Reduce -5.8% | 110,889 | $5.4M |
| Composition Wealth, LLC | 0.08% | New | 85,768 | $4.1M |
| Wick Capital Partners, LLC | 1.19% | Add +3.2% | 83,518 | $4.0M |
| Pension & Wealth Management Advisors, Inc. | 1.14% | New | 59,026 | $2.9M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.7% | 56,836 | $2.7M |
| Longview Financial Advisors, Inc. | 1.82% | Add +0.0% | 47,896 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Reduce -1.4% | 41,957 | $2.0M |
| Davis Investment Partners, LLC | 0.76% | Add +2.2% | 37,733 | $1.8M |
| Bingham Private Wealth, LLC | 1.89% | — | 36,702 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 34,744 | $1.7M |
| SFE Investment Counsel | 0.30% | Reduce -8.9% | 29,632 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -2.6% | 28,143 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +43.3% | 27,771 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.7% | 24,629 | $1.2M |
| Shade Tree Advisors LLC | 1.00% | — | 20,552 | $993K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.2% | 19,219 | $979K |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 20,007 | $966K |
| Total Clarity Wealth Management, Inc. | 0.31% | Reduce -13.1% | 19,725 | $953K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 18,796 | $908K |
| Strategic Financial Concepts, LLC | 0.17% | New | 17,880 | $864K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.4% | 16,774 | $810K |
| FMR LLC | 0.00% | Add +639.9% | 16,765 | $810K |
| Up Strategic Wealth Investment Advisors LLC | 0.80% | No change | 16,569 | $800K |
| Creative Planning | 0.00% | Add +39.5% | 16,048 | $775K |
| Napa Wealth Management | 0.31% | New | 14,708 | $710K |
| Lunt Capital Management, Inc. | 0.26% | Reduce -2.6% | 13,802 | $667K |
| Ameriprise Financial Inc. | 0.00% | New | 13,206 | $638K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.0% | 11,531 | $557K |
| Aptus Capital Advisors, LLC | 0.01% | New | 11,183 | $540K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | No change | 10,000 | $502K |
| Rothschild Investment LLC | 0.03% | Reduce -7.7% | 8,806 | $425K |
| Raymond James Financial Inc. | 0.00% | — | 8,568 | $414K |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 8,540 | $412K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 8,501 | $411K |
| Fielder Capital Group LLC | 0.13% | No change | 8,489 | $410K |
| AlphaCore Capital LLC | 0.09% | Add +0.1% | 8,295 | $401K |
| Private Advisor Group, LLC | 0.00% | Reduce -19.2% | 8,014 | $387K |
| Mission Wealth Management, LP | 0.01% | New | 7,940 | $384K |
| Choate Investment Advisors | 0.01% | Reduce -30.0% | 7,265 | $351K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 7,159 | $346K |
| Rede Wealth, LLC | 0.12% | Reduce -2.0% | 6,621 | $320K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,323 | $305K |
| Royal Bank of Canada | 0.00% | Reduce -46.7% | 6,280 | $303K |
| Retirement Income Solutions, Inc. | 0.06% | New | 6,172 | $298K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $281K |
| Glenmede Trust Co. NA | 0.00% | Add +33.3% | 5,612 | $271K |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 5,579 | $269K |
| Dodds Wealth, LLC | 0.08% | No change | 5,093 | $256K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $251K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,039 | $243K |
| US Bancorp \de | 0.00% | No change | 4,946 | $239K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,658 | $225K |
| Runnymede Capital Advisors, Inc. | 0.18% | — | 4,386 | $212K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -0.1% | 4,188 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +31.7% | 4,061 | $196K |
| Wintrust Investments LLC | 0.14% | Reduce -43.0% | 3,221 | $155K |
| Bernard Wealth Management Corp. | 0.07% | — | 2,964 | $143K |
| Harbour Investments, Inc. | 0.00% | Add +4.8% | 2,854 | $138K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,500 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -63.3% | 1,796 | $87K |
| Spire Wealth Management | 0.00% | No change | 1,216 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +249.0% | 1,176 | $57K |
| Blair William & Co. | 0.00% | No change | 982 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -50.0% | 528 | $27K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $24K |
| Clearstead Advisors, LLC | 0.00% | Reduce -19.2% | 430 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 426 | $21K |
| BlackRock, Inc. | 0.00% | No change | 300 | $14K |
| Bridge Generations Wealth Management LLC | 0.01% | — | 283 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 250 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 205 | $10K |
| Friedenthal Financial | 0.00% | New | 125 | $6K |
| Comerica Bank | 0.00% | Reduce -45.0% | 77 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 76 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 61 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 18 | $869 |
| Wells Fargo & Company | 0.00% | Reduce -98.1% | 1 | $27 |
"% 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.