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Invesco Russell 1000 Dynamic Multifactor ETF

287 hedge funds and large institutions have $4.98B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

10% more funds holding

Funds holding: 261287 (+26)

1.11% more ownership

Funds ownership: 81.32%82.43% (+1.1%)

5% less capital invested

Capital invested by funds: $5.25B → $4.98B (-$272M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
287
Holders Change
+26
Holders Change %
+9.96%
% of All Funds
4.14%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
48
Increased
99
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
226
Insigneo Advisory Services
Florida
$244K -$231K -4,346 -46%
MCA
227
Magnolia Capital Advisors
Mississippi
$243K -$325K -6,117 -57%
FCM
228
Family Capital Management
Michigan
$238K
DT
229
Diversified Trust
Tennessee
$236K
Focus Partners Wealth
230
Focus Partners Wealth
Massachusetts
$233K +$236K +4,436 New
Neuberger Berman Group
231
Neuberger Berman Group
New York
$233K +$236K +4,436 New
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$229K +$19.4K +366 +9%
HAS
233
HBW Advisory Services
California
$227K -$30.3K -571 -12%
IAIM
234
International Assets Investment Management
Florida
$223K -$29.3K -552 -12%
RWMG
235
Redwood Wealth Management Group
New Jersey
$212K -$1.97K -37 -0.9%
AssetMark Inc
236
AssetMark Inc
California
$210K +$12.3K +231 +6%
AWM
237
AE Wealth Management
Kansas
$210K -$3.99M -75,151 -95%
GFG
238
Goldstone Financial Group
Illinois
$208K -$3.45K -65 -2%
CWM
239
Collaborative Wealth Management
Florida
$200K +$212 +4 +0.1%
CWP
240
Concord Wealth Partners
Virginia
$193K
BlackRock
241
BlackRock
New York
$175K
EWA
242
EP Wealth Advisors
California
$137K +$139K +2,616 New
GWSG
243
GPS Wealth Strategies Group
Colorado
$135K -$1.27K -24 -0.9%
AAP
244
Arax Advisory Partners
Colorado
$135K -$5.1K -96 -4%
EWA
245
EverSource Wealth Advisors
Alabama
$130K +$49K +923 +56%
GWM
246
Geneos Wealth Management
Colorado
$121K
IGWM
247
ICA Group Wealth Management
Colorado
$109K -$360K -6,773 -77%
BHWM
248
Beaird Harris Wealth Management
Texas
$108K +$109K +2,051 New
AF
249
Advisornet Financial
Minnesota
$103K
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K

OMFL Hedge Fund Activity: Q2 2024 in Review

287 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2024, worth a combined $4.98B — down 5.2% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OMFL positions and 19 closed out — a net gain of 29 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $9.54M. The largest seller was Balentine LLC, cutting an estimated $155M.

  • 287 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $4.98B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 48 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2024 and 19 closed out, a net change of +29 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2024 was Walled Lake Planning & Wealth Management, an estimated $9.54M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2024 was Balentine LLC, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2024.