INVESCO RUSSELL 1000 EQUAL W (EQAL) Institutional Ownership Changes & 13F Activity
INVESCO RUSSELL 1000 EQUAL W (EQAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sykon Capital Llc, Goldman Sachs Group Inc, Ubs Group Ag, Royal Bank Of Canada, and Sanctuary Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | Buy | +73,789 | — | 73,789 | $4.37M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +23,906 | +390.1% | 30,034 | $1.78M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Buy | +21,820 | — | 21,820 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +20,726 | +330.4% | 26,999 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,511 | +37.8% | 52,941 | $3.14M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +11,291 | — | 11,291 | $669.03K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +8,043 | — | 8,043 | $476.58K | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Sell | -6,494 | -7.9% | 76,086 | $4.51M | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners Llc | Buy | +6,102 | — | 6,102 | $361.55K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +4,576 | — | 4,576 | $271.14K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, Llc | Buy | +4,220 | — | 4,220 | $250.05K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,671 | +31.1% | 15,466 | $914.50K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,322 | +0.3% | 400,248 | $23.72M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -993 | -6.8% | 13,653 | $809.20K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +525 | — | 525 | $31.11K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -155 | -0.3% | 46,420 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -85 | -100.0% | 0 | $23.00 | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Buy | +30 | — | 30 | $1.78K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +18 | +0.1% | 23,958 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +27,080 | +21.1% | 155,539 | $9.22M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -23,429 | -69.6% | 10,252 | $607.45K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +14,580 | +7.4% | 211,835 | $12.55M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +3,303 | +45.7% | 10,534 | $624.20K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +1,490 | +36.2% | 5,610 | $332.41K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -7 | -0.0% | 14,690 | $870.48K | Q2 2026 | Aug 13, 2026 |
| Sykon Capital Llc | Sell | -82,264 | -89.7% | 9,468 | $561.01K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -14,136 | -0.3% | 4,627,456 | $274.19M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +3,036 | +15.6% | 22,507 | $1.33M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +514 | +1.5% | 34,605 | $2.05M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +153 | +3.8% | 4,203 | $249.04K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about EQAL activity
Which institutional owners are buying EQAL?
Institutional owners buying EQAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EQAL activity?
"Buy" means an investor increased their reported position in EQAL compared to the prior reporting period. This reflects growing exposure to INVESCO RUSSELL 1000 EQUAL W (EQAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EQAL increasing?
Institutional interest in EQAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.