
Invesco Russell 1000 Equal Weight ETF is an exchange-traded fund on ARCA. As of Q3 2025, 85 institutional investors hold shares in this ETF, with total holdings valued at $366.9M. STIFEL FINANCIAL CORP is the largest holder with a position valued at $241.5M.
Overview of institutional ownership in EQAL as of Q3 2025
Institutions with the largest positions in EQAL as of Q3 2025
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $241.5M 0.22% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $13.6M 0.00% of portfolio |
SYKON CAPITAL LLC RIA/Wealth | $13.4M 4.48% of portfolio |
Fort Point Capital Partners, LLC Fund of Funds | $12.7M 1.64% of portfolio |
L LPL Financial LLC Institution | $11.0M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $7.8M 0.00% of portfolio |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $7.2M 0.00% of portfolio |
W Wick Capital Partners, LLC RIA/Wealth | $4.3M 1.03% of portfolio |
Geneos Wealth Management Inc. RIA/Wealth | $4.1M 0.11% of portfolio |
UBS Group AG Institution | $2.9M 0.00% of portfolio |
Institutional buying and selling activity for EQAL in Q3 2025
| Institution | Net Bought |
|---|---|
SYKON CAPITAL LLC RIA/Wealth | +$13.4M +257.7K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$2.2M +42.2K shares |
Cetera Investment Advisers RIA/Wealth | +$1.3M +25.4K shares |
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | +$873.0K +16.6K shares |
Goss Wealth Management LLC RIA/Wealth | +$716.0K +13.8K shares |
Geneos Wealth Management Inc. RIA/Wealth | +$422.3K +8.1K shares |
+$361.7K +7.0K shares | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$333.8K +6.4K shares |
Touchstone Capital, Inc. RIA/Wealth | +$285.8K +5.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$239.2K +4.6K shares |
| Institution | Net Sold |
|---|---|
W Wick Capital Partners, LLC RIA/Wealth | −$19.7M −378.2K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | −$1.6M −32.5K shares |
R ROYAL BANK OF CANADA Institution | −$1.6M −30.8K shares |
Total Clarity Wealth Management, Inc. RIA/Wealth | −$1.2M −24.9K shares |
Buckingham Strategic Partners RIA/Wealth | −$1.2M −24.8K shares |
Peirce Capital Management, LLC RIA/Wealth | −$1.2M −24.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$1.2M −22.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.1M −20.3K shares |
F FLOW TRADERS U.S. LLC Institution | −$969.1K −19.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$632.7K −12.2K shares |
Institutions that initiated new positions or completely exited EQAL in Q3 2025
| Institution | Position Value |
|---|---|
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | $873.0K 16.6K shares |
$361.7K 7.0K shares | |
Touchstone Capital, Inc. RIA/Wealth | $285.8K 5.5K shares |
OHE FINANCIAL INC RIA/Wealth | $207.6K 4.0K shares |
Sontag Advisory, LLC RIA/Wealth | $7.5K 143.0 shares |
| Institution | Previous Position |
|---|---|
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.6M 32.5K shares |
Total Clarity Wealth Management, Inc. RIA/Wealth | $1.2M 24.9K shares |
Buckingham Strategic Partners RIA/Wealth | $1.2M 24.8K shares |
Peirce Capital Management, LLC RIA/Wealth | $1.2M 24.1K shares |
F FLOW TRADERS U.S. LLC Institution | $969.1K 19.7K shares |
R Rede Wealth, LLC RIA/Wealth | $382.5K 7.8K shares |
H HRT FINANCIAL LLC Institution | $262.2K 5.3K shares |
Runnymede Capital Advisors, Inc. RIA/Wealth | $216.0K 4.4K shares |
A AMERIFLEX GROUP, INC. Institution | $24.5K 500.0 shares |
Larson Financial Group LLC RIA/Wealth | $14.8K 300.0 shares |
Institutions with the largest Call and Put options positions in EQAL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EQAL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SYKON CAPITAL LLC RIA/Wealth | 4.48% $13.4M |
Longview Financial Advisors, Inc. RIA/Wealth | 1.80% $2.3M |
Fort Point Capital Partners, LLC Fund of Funds | 1.64% $12.7M |
Friedenthal Financial RIA/Wealth | 1.23% $2.4M |
W Wick Capital Partners, LLC RIA/Wealth | 1.03% $4.3M |
Lunt Capital Management, Inc. RIA/Wealth | 0.93% $2.4M |
S Shade Tree Advisors LLC Family Office | 0.93% $1.1M |
U | 0.65% $865.9K |
D Davis Investment Partners, LLC RIA/Wealth | 0.63% $1.8M |
Capital Advisors, Ltd. LLC RIA/Wealth | 0.30% $2.4M |
Discover hedge funds investing in EQAL


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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