Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
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.
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: 246 → 261 (+15)
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
2.57% less ownership
Funds ownership: 83.89% → 81.32% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$227M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$100M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$67.4M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$28.9M |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$176M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.5M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$21.3M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$20M |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
276
Insight Advisors
Newtown,
Pennsylvania
| – | -$208K | -4,039 | Closed |
|
|
GWM
277
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$202K | -3,927 | Closed |
|
278
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$61K | -1,180 | Closed |
|
|
PA
279
Parallel Advisors
San Francisco,
California
| – | -$59.6K | -1,160 | Closed |
|
|
SNB
280
Security National Bank
Omaha,
Nebraska
| – | -$58.2K | -1,132 | Closed |
|
281
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$16.8K | -327 | Closed |
|
|
NFA
282
Northwest Financial Advisors
Herndon,
Virginia
| – | -$8.9K | -173 | Closed |
|
|
AWM
283
Abound Wealth Management
Franklin,
Tennessee
| – | -$977 | -19 | Closed |
|
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.