EQAL — INVESCO RUSSELL 1000 EQUAL WEIGHT ETF
As of Q2 2026, 6 SEC-registered investment managers reported holding EQAL (INVESCO RUSSELL 1000 EQUAL WEIGHT ETF) in their latest 13F filings, with a combined reported value of $57.51M across 970.66K shares. That is +12.8% by share count (+110.11K shares) versus the previous quarter, while reported value moved +21.3%. Ownership is concentrated: the five largest holders account for 98.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 400.25K | $23.72M | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 211.84K | $12.55M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 155.54K | $9.22M | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 118.71K | $7.03M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 73.79K | $4.37M | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 10.53K | $624.20K | 0.00% | Add |
| Two Sigma Investments history | Q4 2025 | 9.70K | $510.61K | 0.00% | New |
| Citadel Advisors history | Q3 2025 | 8.77K | $455.88K | 0.00% | Reduce |
| Citigroup Inc history | Q4 2025 | 2.37K | $124.65K | 0.00% | New |
| BlackRock Inc history | Q1 2026 | 300 | $16.53K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2025 | 222 | $10.93K | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 85 | $4.69K | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 73.79K sh · $4.37M
Fully Exited (vs previous quarter)
- BlackRock Inc sold 300 sh · $16.53K
- Wells Fargo & Co sold 85 sh · $4.69K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 35.51K | 35.98K | 37.67K | 50.43K | 46.29K | 69.93K | 77.93K | 126.69K | 450.73K | 548.51K | 581.11K | 598.55K | 604.29K | 626.20K | 644.41K | 265.24K | 262.03K | 259.30K | 398.93K | 400.25K |
| Morgan Stanley | 133.94K | 131.47K | 134.74K | 133.57K | 132.30K | 133.36K | 127.78K | 122.57K | 122.62K | 317.14K | 341.30K | 137.37K | 139.04K | 130.56K | 125.82K | 155.35K | 149.27K | 155.39K | 197.25K | 211.84K |
| UBS Group AG | 41.77K | 90.53K | 91.45K | 259.71K | 227.72K | 245.51K | 225.43K | 140.25K | 173.10K | 155.65K | 124.99K | 115.08K | 117.75K | 110.89K | 120.67K | 65.48K | 56.05K | 77.55K | 128.46K | 155.54K |
| PNC Financial Services | 361.26K | 356.23K | 364.66K | 335.44K | 326.01K | 317.95K | 328.55K | 237.24K | 225.26K | 210.85K | 194.91K | 166.31K | 160.82K | 158.05K | 154.65K | 145.63K | 138.52K | 136.16K | 128.29K | 118.71K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 19.36K | 19.36K | 19.36K | — | — | — | — | — | 4.13K | — | — | 73.79K |
| Fidelity Management & Research (FMR) | 122 | 749 | 5.52K | 161 | 143 | 579 | 34 | 1.17K | 284 | 393 | 1.62K | 1.81K | 2.27K | 16.77K | 5.54K | 5.85K | 7.08K | 7.34K | 7.23K | 10.53K |
| Citadel Advisors | — | — | — | 5.58K | — | — | 9.67K | 26.53K | 41.21K | 8.59K | 26.24K | — | — | — | — | 20.93K | 8.77K | — | — | — |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 300 | 300 | 300 | 300 | 300 | 300 | 300 | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | 30.20K | — | — | — | — | — | — | — | 9.70K | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.37K | — | — |
| Wells Fargo & Co | 1 | — | 1 | 1 | — | 287 | — | 7.21K | — | 2.42K | 2.00K | 60 | 52 | 1 | 1 | 1 | — | — | 85 | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 421 | — | — | — | 222 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details