Invesco Russell 1000 Equal WEQALETF
13F holders, Q1 2025 (March 31)85holders +1
11new positions
8sold out
$47.25avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, up 1 from Q4 2024. 11 opened new positions and 8 sold out. The largest holders were Stifel Financial Corp. ($169.5M), Bank of America Corp. ($30.5M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.0M |
| Exits | 8 | $7.0M |
All 13F filers, Q4 2024 → Q1 2025: 328,729 shares bought and 325,593 shares sold, net +3,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Stifel Financial Corp. | 0.18% | Reduce -0.6% | 3,586,624 | $169.5M |
| Bank of America Corp. | 0.00% | Add +2.9% | 644,411 | $30.5M |
| LPL Financial LLC | 0.00% | Add +2.0% | 224,963 | $10.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 154,648 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 125,823 | $5.9M |
| UBS Group AG | 0.00% | Add +8.8% | 120,669 | $5.7M |
| Fort Point Capital Partners LLC | 0.53% | New | 100,312 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +1045.5% | 98,149 | $4.6M |
| San Luis Wealth Advisors LLC | 1.03% | Reduce -26.0% | 96,509 | $4.6M |
| Wick Capital Partners, LLC | 1.12% | Reduce -5.1% | 79,291 | $3.7M |
| Geneos Wealth Management Inc. | 0.10% | Add +8.3% | 61,540 | $2.9M |
| Pension & Wealth Management Advisors, Inc. | 1.04% | Add +0.7% | 59,444 | $2.8M |
| Longview Financial Advisors, Inc. | 1.89% | Reduce -2.9% | 46,487 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.27% | Add +3.5% | 43,417 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 37,006 | $1.7M |
| Bingham Private Wealth, LLC | 1.77% | Reduce -1.4% | 36,184 | $1.7M |
| Davis Investment Partners, LLC | 0.74% | Add +0.3% | 37,844 | $1.7M |
| SFE Investment Counsel | 0.26% | Reduce -8.9% | 27,006 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.8% | 24,815 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.3% | 24,073 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -16.2% | 23,585 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.9% | 22,530 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 19,219 | $979K |
| Shade Tree Advisors LLC | 0.96% | No change | 20,552 | $971K |
| Total Clarity Wealth Management, Inc. | 0.31% | No change | 19,725 | $953K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 19,926 | $942K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.6% | 18,892 | $893K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -3.4% | 17,276 | $816K |
| Up Strategic Wealth Investment Advisors LLC | 0.70% | No change | 16,569 | $783K |
| Creative Planning | 0.00% | Add +0.4% | 16,108 | $761K |
| Kestra Advisory Services, LLC | 0.00% | Add +245.3% | 16,086 | $760K |
| Friedenthal Financial | 0.45% | Add +12729.6% | 16,037 | $758K |
| Lunt Capital Management, Inc. | 0.24% | No change | 13,802 | $652K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 12,849 | $607K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +195.7% | 12,007 | $567K |
| Breakwater Capital Group | 0.10% | New | 11,713 | $554K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -3.7% | 11,100 | $525K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.7% | 10,661 | $504K |
| Castleview Partners, LLC | 0.32% | New | 9,858 | $466K |
| Mission Wealth Management, LP | 0.01% | Add +20.6% | 9,580 | $453K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.8% | 9,501 | $449K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 10,000 | $439K |
| Jane Street Group, LLC | 0.00% | New | 8,839 | $418K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 8,823 | $417K |
| Fielder Capital Group LLC | 0.12% | No change | 8,489 | $401K |
| AlphaCore Capital LLC | 0.03% | Add +0.1% | 8,306 | $393K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 8,164 | $386K |
| Choate Investment Advisors | 0.01% | No change | 7,265 | $343K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 7,106 | $336K |
| Royal Bank of Canada | 0.00% | Add +7.7% | 6,764 | $320K |
| Rede Wealth, LLC | 0.11% | Reduce -0.5% | 6,585 | $311K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +0.4% | 6,349 | $300K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,172 | $292K |
| HighTower Advisors, LLC | 0.00% | Add +4.8% | 5,848 | $276K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $275K |
| FMR LLC | 0.00% | Reduce -67.0% | 5,535 | $262K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $246K |
| Corient Private Wealth LP | 0.00% | New | 5,184 | $245K |
| Dodds Wealth, LLC | 0.08% | No change | 5,093 | $241K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +182.5% | 5,074 | $240K |
| Private Advisor Group, LLC | 0.00% | Reduce -36.8% | 5,066 | $239K |
| US Bancorp \de | 0.00% | No change | 4,946 | $234K |
| Composition Wealth, LLC | 0.00% | Reduce -94.5% | 4,722 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,414 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,414 | $209K |
| Runnymede Capital Advisors, Inc. | 0.20% | No change | 4,386 | $207K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,866 | $135K |
| Jones Financial Companies LLLP | 0.00% | Add +142.9% | 2,856 | $135K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.15% | New | 1,614 | $76K |
| Spire Wealth Management | 0.00% | Reduce -10.7% | 1,086 | $51K |
| Blair William & Co. | 0.00% | No change | 982 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 840 | $40K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -70.9% | 728 | $34K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 597 | $28K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $24K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 426 | $20K |
| BlackRock, Inc. | 0.00% | No change | 300 | $14K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 283 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +10.0% | 275 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 205 | $10K |
| CX Institutional | 0.00% | New | 92 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 76 | $4K |
| Comerica Bank | 0.00% | Reduce -19.5% | 62 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
"% 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.