Invesco Russell 1000 Equal WEQALETF
13F holders, Q2 2025 (June 30)90holders +5
17new positions
12sold out
1famous investor
$46.73avg. 13F price*
At the end of Q2 2025, 90 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, up 5 from Q1 2025. 17 opened new positions and 12 sold out. The largest holders were Stifel Financial Corp. ($229.8M), Bank of America Corp. ($13.1M) and Fort Point Capital Partners LLC ($12.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.5M |
| Exits | 12 | $7.8M |
All 13F filers, Q1 2025 → Q2 2025: 2,004,515 shares bought and 749,915 shares sold, net +1,254,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Stifel Financial Corp. | 0.22% | Add +30.1% | 4,666,143 | $229.8M |
| Bank of America Corp. | 0.00% | Reduce -58.8% | 265,235 | $13.1M |
| Fort Point Capital Partners LLC | 1.22% | Add +146.6% | 247,338 | $12.2M |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 209,740 | $10.3M |
| Morgan Stanley | 0.00% | Add +23.5% | 155,348 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 145,628 | $7.2M |
| Wick Capital Partners, LLC | 1.06% | Add +481.0% | 460,701 | $4.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +16.0% | 71,363 | $3.5M |
| UBS Group AG | 0.00% | Reduce -45.7% | 65,481 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -44.4% | 54,554 | $2.7M |
| Arkadios Wealth Advisors | 0.07% | New | 47,386 | $2.3M |
| Lunt Capital Management, Inc. | 0.87% | Add +235.6% | 46,323 | $2.3M |
| Friedenthal Financial | 1.24% | Add +187.1% | 46,037 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.28% | Add +4.9% | 45,537 | $2.2M |
| Longview Financial Advisors, Inc. | 1.87% | Reduce -3.7% | 44,772 | $2.2M |
| Bingham Private Wealth, LLC | 2.10% | Add +23.7% | 44,752 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 41,516 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +463.2% | 38,094 | $1.9M |
| Davis Investment Partners, LLC | 0.63% | Reduce -6.6% | 35,352 | $1.8M |
| Silver Oak Securities, Incorporated | 0.13% | New | 32,521 | $1.6M |
| SFE Investment Counsel | 0.23% | Add +0.3% | 27,096 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.5% | 25,191 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.35% | Add +26.1% | 24,882 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 24,759 | $1.2M |
| Peirce Capital Management, LLC | 0.53% | New | 24,113 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +1.5% | 23,940 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +21.1% | 22,869 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 22,387 | $1.1M |
| Citadel Advisors | 0.00% | New | 20,935 | $1.0M |
| Shade Tree Advisors LLC | 0.88% | No change | 20,552 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 19,765 | $973K |
| Flow Traders U.S. LLC | 0.04% | New | 19,681 | $969K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +49.4% | 17,935 | $883K |
| Creative Planning | 0.00% | Add +9.3% | 17,614 | $867K |
| Up Strategic Wealth Investment Advisors LLC | 0.64% | No change | 16,569 | $816K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.3% | 16,295 | $802K |
| Osaic Holdings, Inc. | 0.00% | Add +119.2% | 15,574 | $767K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.0% | 14,962 | $737K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14,617 | $720K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 12,299 | $606K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 11,100 | $547K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 10,000 | $503K |
| Cetera Investment Advisers | 0.00% | Add +19.7% | 9,769 | $481K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,501 | $478K |
| Mission Wealth Management, LP | 0.01% | No change | 9,580 | $472K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +85.8% | 9,429 | $464K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 8,839 | $435K |
| Quantinno Capital Management LP | 0.00% | New | 8,662 | $427K |
| Fielder Capital Group LLC | 0.11% | No change | 8,489 | $418K |
| Breakwater Capital Group | 0.07% | Reduce -28.6% | 8,360 | $412K |
| AlphaCore Capital LLC | 0.02% | Add +0.1% | 8,316 | $409K |
| Rede Wealth, LLC | 0.14% | Add +18.0% | 7,769 | $383K |
| Choate Investment Advisors | 0.01% | No change | 7,265 | $358K |
| Castleview Partners, LLC | 0.23% | Reduce -27.2% | 7,174 | $353K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,373 | $314K |
| Truist Financial Corp. | 0.00% | New | 6,338 | $312K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,172 | $304K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 5,857 | $288K |
| FMR LLC | 0.00% | Add +5.8% | 5,854 | $288K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $287K |
| HRT Financial LP | 0.00% | New | 5,325 | $262K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $256K |
| Dodds Wealth, LLC | 0.07% | No change | 5,093 | $251K |
| US Bancorp \de | 0.00% | No change | 4,946 | $244K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Reduce -91.8% | 4,882 | $240K |
| Runnymede Capital Advisors, Inc. | 0.20% | No change | 4,386 | $216K |
| SOL Capital Management CO | 0.02% | New | 4,120 | $203K |
| Captrust Financial Advisors | 0.00% | New | 4,120 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 3,317 | $163K |
| Harbour Investments, Inc. | 0.00% | Add +9.9% | 3,151 | $155K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -80.4% | 2,086 | $103K |
| Spire Wealth Management | 0.00% | No change | 1,086 | $53K |
| Blair William & Co. | 0.00% | No change | 982 | $48K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 840 | $41K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $25K |
| Ameriflex Group, Inc. | 0.01% | New | 500 | $25K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 426 | $21K |
| MAI Capital Management | 0.00% | New | 409 | $20K |
| Larson Financial Group LLC | 0.00% | New | 300 | $15K |
| BlackRock, Inc. | 0.00% | No change | 300 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 275 | $14K |
| JPMorgan Chase & Co. | 0.00% | New | 222 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -47.3% | 108 | $5K |
| CX Institutional | 0.00% | No change | 92 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 76 | $4K |
| Comerica Bank | 0.00% | Reduce -45.2% | 34 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 30 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 18 | $886 |
| Wells Fargo & Company | 0.00% | No change | 1 | $48 |
"% 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.