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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
T
251
Transce3nd
Texas
$12.7K +$12.7K +234 New
RF
252
Roxbury Financial
New Jersey
$12.4K +$12.1K +223 New
AA
253
Ancora Advisors
Ohio
$8.68K
CWM
254
Copia Wealth Management
Oregon
$7.05K +$7.08K +130 New
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$6.78K
WWM
256
Wolff Wiese Magana
California
$3.85K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$3K +$763 +14 +32%
MAS
258
MPWM Advisory Solutions
Georgia
$2.33K +$2.34K +43 New
TFGT
259
TS Financial Group (TSFG)
Illinois
$2K -$545 -10 -26%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$1.25K
S
261
SignatureFD
Georgia
$1.17K
BWL
262
Bogart Wealth LLC
Virginia
$922
TAM
263
Tucker Asset Management
Colorado
$868
NRWA
264
North Ridge Wealth Advisors
Oregon
$868 +$871 +16 New
FFA
265
Frazier Financial Advisors
Ohio
$725 -$6.64K -122 -90%
SAM
266
Synergy Asset Management
Washington
$424 +$436 +8 New
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$217 +$218 +4 New
RIL
268
Rothschild Investment LLC
Illinois
$54 -$178K -3,259 -100%
CMA
269
Cedar Mountain Advisors
Oregon
$54
TLIC
270
Taiyo Life Insurance Company
Japan
-$18M -340,000 Closed
SAS
271
Sage Advisory Services
Texas
-$14.2M -271,430 Closed
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
-$1.41M -26,729 Closed
FA
273
FDx Advisors
Illinois
-$1.3M -24,634 Closed
CWM
274
Cornerstone Wealth Management
Missouri
-$1.05M -19,788 Closed
SB
275
Strategic Blueprint
Georgia
-$806K -15,208 Closed

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.