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Invesco Russell 1000 Dynamic Multifactor ETF

266 hedge funds and large institutions have $4.36B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 82.43%84.5% (+2.1%)

7% less funds holding

Funds holding: 287266 (-21)

13% less capital invested

Capital invested by funds: $4.98B → $4.36B (-$624M)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

35% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 131

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

Holders
266
Holders Change
-21
Holders Change %
-7.32%
% of All Funds
3.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.32%
New
20
Increased
85
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$137K +$204 +4 +0.2%
AAP
227
Arax Advisory Partners
Colorado
$136K +$256 +5 +0.2%
GWSG
228
GPS Wealth Strategies Group
Colorado
$131K -$5.11K -100 -4%
BHWM
229
Beaird Harris Wealth Management
Texas
$109K
AF
230
Advisornet Financial
Minnesota
$104K
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.9K
GWM
232
Geneos Wealth Management
Colorado
$87.8K -$33K -646 -28%
SMA
233
Sage Mountain Advisors
Georgia
$67.6K +$65.2K +1,276 New
TCM
234
TD Capital Management
Tennessee
$64.9K
CIAS
235
Capital Investment Advisory Services
North Carolina
$48.7K
CAL
236
Capital Advisors Ltd
Ohio
$45K -$19.2K -375 -31%
FFA
237
Farther Finance Advisors
California
$43.6K +$13.5K +264 +47%
ACA
238
Aptus Capital Advisors
Alabama
$42.4K -$1.79K -35 -4%
CA
239
CoreCap Advisors
Michigan
$31.9K +$869 +17 +3%
AIC
240
Archer Investment Corporation
Indiana
$29.4K +$102 +2 +0.4%
HGERS
241
Householder Group Estate & Retirement Specialist
Arizona
$28K -$1.28K -25 -4%
Simplex Trading
242
Simplex Trading
Illinois
$28K +$27.5K +537 New
MG
243
Mather Group
Illinois
$25.3K +$15.6K +306 +178%
KFI
244
Key Financial Inc
Pennsylvania
$24.2K
PA
245
Parallel Advisors
California
$22.8K +$22K +431 New
PA
246
PSI Advisors
Florida
$20.7K
SS
247
Sunbelt Securities
Texas
$14.8K
CAS
248
Coppell Advisory Solutions
Texas
$13.6K
MFT
249
Moisand Fitzgerald Tamayo
Florida
$12.4K +$12K +234 New
NFA
250
Northwest Financial Advisors
Virginia
$9.27K +$8.95K +175 New

OMFL Hedge Fund Activity: Q3 2024 in Review

266 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2024, worth a combined $4.36B — down 13% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of OMFL and 20 opened new positions — a net loss of 18 holders — while 131 trimmed existing stakes and 85 added.

The largest buyer was Balentine LLC, adding an estimated $49.3M. The largest seller was LPL Financial, cutting an estimated $77.7M.

  • 266 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2024, down from 287 in Q2 2024.
  • Funds reported $4.36B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 20 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2024 and 38 closed out, a net change of -18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2024 was Balentine LLC, an estimated $49.3M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2024 was LPL Financial, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2024.