Invesco Russell 1000 Equal Weight ETF (EQAL US) - Portfolio Construction Methodology
ETF Strategy·2026-01-20 09:30
Group 1 - The Invesco Russell 1000 Equal Weight ETF (EQAL US) is based on the Russell 1000 Equal Weight Index, which provides balanced exposure to U.S. large-cap stocks by assigning equal weights to each industry and its constituents [1] - A capacity screen is implemented to exclude any security where a hypothetical USD 5 billion position would exceed 5% of its float-adjusted shares, ensuring only the primary share class per company is eligible [1] - The index undergoes re-weighting at the close of the third Friday of March, September, and December, with June's re-weight aligned to the parent index's annual reconstitution, allowing for timely reflection of corporate actions [1]