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Invesco Russell 1000 Dynamic Multifactor ETF
OMFL

89 hedge funds and large institutions have $1.52B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

11% more funds holding

Funds holding: 80 → 89 (+9)

7% more capital invested

Capital invested by funds: $1.41B → $1.52B (+$101M)

3.01% less ownership

Funds ownership: 94.11% → 91.1% (-3%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
14
Increased
43
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$65.6M
2
Truist Financial
Truist Financial
North Carolina
+$10.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$6.82M
4
Morgan Stanley
Morgan Stanley
New York
+$5.85M
5
LPL Financial
LPL Financial
California
+$5.23M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$8.32M
2
GM
GeoWealth Management
Illinois
-$4.27M
3
CW
CreativeOne Wealth
Kansas
-$2.21M
4
Invesco
Invesco
Georgia
-$1.41M
5
FEM
Fulcrum Equity Management
Texas
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$7.52M +$2.63M +55,737 +52%
PCH
27
PGIM Custom Harvest
New Jersey
$7.47M – – –
PAG
28
Private Advisor Group
New Jersey
$6.48M +$1.21M +25,708 +23%
ACS
29
Archford Capital Strategies
Illinois
$5.91M +$301K +6,385 +5%
SAM
30
Stringer Asset Management
Tennessee
$5.76M +$445K +9,447 +8%
AC
31
Apella Capital
Connecticut
$5.21M +$743K +15,767 +16%
AAS
32
Avantax Advisory Services
Texas
$4.58M +$716K +15,207 +18%
LFPWM
33
Leicht Financial Planning & Wealth Management
New Jersey
$4.58M +$10.6K +226 +0.2%
UBS Group
34
UBS Group
Switzerland
$3.95M +$3.49M +74,100 +661%
FA
35
Fermata Advisors
California
$3.93M +$1.43M +30,324 +56%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.85M +$2.92K +62 +0.1%
CC
37
Callan Capital
California
$3.64M -$1.79K -38 -0%
MPW
38
Monterey Private Wealth
California
$3.51M +$3.18M +67,423 +935%
ACA
39
Aptus Capital Advisors
Alabama
$2.75M +$517K +10,976 +23%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.55M +$91.6K +1,944 +4%
HA
41
Herold Advisors
New York
$2.29M +$2.33M +49,554 New
AI
42
Atria Investments
North Carolina
$1.95M +$871K +18,483 +78%
SWP
43
Stratos Wealth Partners
Ohio
$1.79M -$63.8K -1,354 -3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.64M +$306K +6,505 +22%
CAM
45
Cozad Asset Management
Illinois
$1.5M +$153K +3,242 +11%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.4M -$8.32M -176,590 -85%
KA
47
Kovack Advisors
Florida
$1.15M +$1.17M +24,735 New
VC
48
Vicus Capital
Pennsylvania
$1.05M -$20.6K -437 -2%
CAN
49
Cetera Advisor Networks
California
$701K – – –
CWM
50
Cornerstone Wealth Management
Missouri
$665K +$22.2K +471 +3%
1
2
3 4

OMFL Hedge Fund Activity: Q3 2021 in Review

89 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2021, worth a combined $1.52B — up 7.2% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OMFL positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $65.6M. The largest seller was Brinker Capital Investments, cutting an estimated $8.32M.

  • 89 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2021, up from 80 in Q2 2021.
  • Funds reported $1.52B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 14 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2021 and 4 closed out, a net change of +10 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $65.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $8.32M sold.

Based on aggregated 13F filings for Q3 2021.