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Invesco Russell 1000 Dynamic Multifactor ETF
OMFL

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 25 → 34 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205 → 246 (+41)

6.41% more ownership

Funds ownership: 77.47% → 83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$277M
2
BL
Balentine LLC
Georgia
+$152M
3
Invesco
Invesco
Georgia
+$82.6M
4
UBS Group
UBS Group
Switzerland
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$43.6M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$64M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$42.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$40.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
-$31.3M
5
IDA
Intelligence Driven Advisers
California
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
226
Security National Bank
Nebraska
$58.2K +$53.4K +1,132 New
FFA
227
Farther Finance Advisors
California
$30K – – –
AIC
228
Archer Investment Corporation
Indiana
$28.4K – – –
FFA
229
Frazier Financial Advisors
Ohio
$22.5K +$20.6K +437 New
PA
230
PSI Advisors
Florida
$20.1K – – –
JFA
231
JNBA Financial Advisors
Minnesota
$18.5K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$16.8K +$15.4K +327 New
CFGS
233
Concourse Financial Group Securities
Alabama
$15.6K -$2.6K -55 -15%
JWM
234
Janiczek Wealth Management
Colorado
$13.9K – – –
CIAS
235
Capital Investment Advisory Services
North Carolina
$13.1K +$47 +1 +0.4%
NFA
236
Northwest Financial Advisors
Virginia
$8.9K +$8.16K +173 New
SS
237
Sunbelt Securities
Texas
$6.93K -$236 -5 -4%
WWM
238
Wolff Wiese Magana
California
$3.65K – – –
LFG
239
Larson Financial Group
Missouri
$2.21K -$12.8K -271 -86%
IPW
240
Impact Partnership Wealth
Georgia
$1.21K -$192K -4,064 -99%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$1.19K +$1.08K +23 New
GI
242
Gradient Investments
Minnesota
$1.08K +$991 +21 New
BC
243
Bartlett & Co
Ohio
$1K +$1.08K +23 New
AWM
244
Abound Wealth Management
Tennessee
$977 +$896 +19 New
BWL
245
Bogart Wealth LLC
Virginia
$874 – – –
CMA
246
Cedar Mountain Advisors
Oregon
$51 – – –
CWAF
247
Core Wealth Advisors (Florida)
Florida
– -$15.2M -332,616 Closed
AAS
248
Ameritas Advisory Services
Nebraska
– -$5.12M -112,713 Closed
CPC
249
Consolidated Planning Corp
Georgia
– -$3.34M -72,863 Closed
FHA
250
Flagship Harbor Advisors
Massachusetts
– -$3.17M -69,208 Closed
7 8 9
10
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OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.