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Invesco Russell 1000 Dynamic Multifactor ETF

261 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $4.64B → $5.25B (+$607M)

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

6% more funds holding

Funds holding: 246261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.57% less ownership

Funds ownership: 83.89%81.32% (-2.6%)

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.76%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
39
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
226
Aspire Private Capital
North Carolina
$113K
AF
227
Advisornet Financial
Minnesota
$109K
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K +$21.6K +420 +28%
EWA
229
EverSource Wealth Advisors
Alabama
$85.9K -$1.54K -30 -2%
RIL
230
Rothschild Investment LLC
Illinois
$76.5K +$71.3K +1,386 New
TCM
231
TD Capital Management
Tennessee
$67.7K
CAL
232
Capital Advisors Ltd
Ohio
$67K
CIAS
233
Capital Investment Advisory Services
North Carolina
$50.6K +$34K +662 +260%
ACA
234
Aptus Capital Advisors
Alabama
$41.4K -$177K -3,443 -82%
CA
235
CoreCap Advisors
Michigan
$32.3K +$30K +584 New
FFA
236
Farther Finance Advisors
California
$30.6K -$1.34K -26 -4%
AIC
237
Archer Investment Corporation
Indiana
$30.5K
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
$26.7K -$48.9K -951 -66%
HNB
239
Huntington National Bank
Ohio
$25.1K
PA
240
Pineridge Advisors
Missouri
$24.8K +$23.1K +449 New
TWC
241
TD Waterhouse Canada
Ontario, Canada
$22.5K +$21.4K +416 New
PA
242
PSI Advisors
Florida
$21.6K
JFA
243
JNBA Financial Advisors
Minnesota
$20K +$103 +2 +0.6%
CFGS
244
Concourse Financial Group Securities
Alabama
$16.7K
QCG
245
Quadrant Capital Group
Ohio
$16K +$14.9K +290 New
JWM
246
Janiczek Wealth Management
Colorado
$15K
AA
247
Ancora Advisors
Ohio
$8.84K +$8.23K +160 New
SS
248
Sunbelt Securities
Texas
$7.45K
FFA
249
Frazier Financial Advisors
Ohio
$7.4K -$15.6K -303 -69%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$5.57K +$5.2K +101 New

OMFL Hedge Fund Activity: Q1 2024 in Review

261 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2024, worth a combined $5.25B — up 13% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OMFL positions and 21 closed out — a net gain of 18 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Balentine LLC, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $176M.

  • 261 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2024, up from 246 in Q4 2023.
  • Funds reported $5.25B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 39 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2024 and 21 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2024 was Balentine LLC, an estimated $227M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2024 was Morgan Stanley, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2024.