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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
APC
251
Aspire Private Capital
North Carolina
$85.9K -$21.9K -413 -20%
TCM
252
TD Capital Management
Tennessee
$64.3K
CAL
253
Capital Advisors Ltd
Ohio
$64K
CP
254
Camelot Portfolios
Ohio
$59.2K +$59.9K +1,128 New
CB
255
Chris Bulman
California
$58.2K +$58.9K +1,108 New
CIAS
256
Capital Investment Advisory Services
North Carolina
$48.2K +$53 +1 +0.1%
LWA
257
Lowe Wealth Advisors
Maryland
$47.2K +$47.8K +900 New
ACA
258
Aptus Capital Advisors
Alabama
$43.9K +$4.51K +85 +11%
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$35.4K +$35.9K +675 New
CA
260
CoreCap Advisors
Michigan
$30.8K +$106 +2 +0.3%
AIC
261
Archer Investment Corporation
Indiana
$29.1K +$106 +2 +0.4%
FFA
262
Farther Finance Advisors
California
$29K
HGERS
263
Householder Group Estate & Retirement Specialist
Arizona
$29K +$3.93K +74 +15%
TSMHT
264
Thurston Springer Miller Herd & Titak
Indiana
$27.6K +$27.9K +525 New
KFI
265
Key Financial Inc
Pennsylvania
$23.9K +$24.2K +456 New
PA
266
PSI Advisors
Florida
$20.5K
JFA
267
JNBA Financial Advisors
Minnesota
$19.1K +$106 +2 +0.6%
TWC
268
TD Waterhouse Canada
Ontario, Canada
$16.7K -$5.21K -98 -24%
CFGS
269
Concourse Financial Group Securities
Alabama
$15.9K
SS
270
Sunbelt Securities
Texas
$14.6K +$7.65K +144 +107%
JWM
271
Janiczek Wealth Management
Colorado
$14.2K
CAS
272
Coppell Advisory Solutions
Texas
$13.5K +$13.7K +258 New
RIL
273
Rothschild Investment LLC
Illinois
$10.6K -$62.9K -1,184 -85%
Franklin Resources
274
Franklin Resources
California
$9.8K +$10.3K +194 New
MG
275
Mather Group
Illinois
$9.5K +$9.14K +172 New

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.