Taiyo Life Insurance Company’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Taiyo Life Insurance Company’s Portfolio OMFL Stock Details OMFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-340,000	Closed	-$18M	–	12
2024 Q3	$18M	Hold	340,000	–	–	1.43%	13
2024 Q2	$17.8M	Hold	340,000	–	–	1.43%	13
2024 Q1	$18.8M	Hold	340,000	–	–	1.51%	13
2023 Q4	$17.5M	Hold	340,000	–	–	1.39%	12
2023 Q3	$15.6M	Buy	+340,000	New	+$16.5M	1.2%	14

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Taiyo Life Insurance Company's OMFL Position: Q4 2024 in Review

Taiyo Life Insurance Company sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 340,000 shares — an estimated $18M sold.

Taiyo Life Insurance Company first reported a position in OMFL in Q3 2023 and held it in 5 quarters. The position peaked at $18.8M in Q1 2024. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

Taiyo Life Insurance Company reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Taiyo Life Insurance Company sold 340,000 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $18M.
Taiyo Life Insurance Company first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2023 and held it in 5 quarters.
Taiyo Life Insurance Company's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $18.8M in Q1 2024.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2024, filed 30 Jan 2025.