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Invesco Russell 1000 Dynamic Multifactor ETF

152 hedge funds and large institutions have $2.37B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more funds holding

Funds holding: 124152 (+28)

19% more capital invested

Capital invested by funds: $1.99B → $2.37B (+$385M)

4.19% less ownership

Funds ownership: 91.32%87.13% (-4.2%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.42%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
41
Increased
66
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Solano Wealth Management
California
$16.9M +$16.7M +363,795 New
MML Investors Services
27
MML Investors Services
Massachusetts
$15.3M +$7.33M +159,745 +94%
PIA
28
Perennial Investment Advisors
California
$14.7M +$2.66M +58,031 +22%
Truist Financial
29
Truist Financial
North Carolina
$14.5M +$1.93M +41,953 +16%
LAS
30
LWM Advisory Services
Florida
$14.3M +$14.1M +307,048 New
AWA
31
Arkadios Wealth Advisors
Georgia
$13.1M +$3.2M +69,674 +33%
QA
32
Quantitative Advantage
Minnesota
$12.2M +$284K +6,186 +2%
FEG
33
Financial Enhancement Group
Indiana
$10.5M +$311K +6,775 +3%
MIA
34
Milestone Investment Advisors
Wisconsin
$9.94M +$4.24M +92,512 +76%
MFG
35
Merit Financial Group
Georgia
$9.38M -$510K -11,116 -5%
UBS Group
36
UBS Group
Switzerland
$8.97M +$5.77M +125,664 +187%
GIA
37
Gladstone Institutional Advisory
Florida
$8.27M +$8.16M +177,868 New
DAS
38
Dynamic Advisor Solutions
Arizona
$7.41M +$2.07M +45,219 +40%
IA
39
IFG Advisory
Georgia
$7.32M +$263K +5,737 +4%
FF
40
Fluent Financial
Texas
$7.3M -$255K -5,565 -3%
BCM
41
Brookstone Capital Management
Illinois
$7.11M +$6.86M +149,466 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.53M -$624K -13,589 -9%
ACS
43
Archford Capital Strategies
Illinois
$6.48M +$541K +11,795 +9%
LNC
44
Lincoln National Corp
Pennsylvania
$6.08M +$6M +130,841 New
M1FG
45
Mach-1 Financial Group
Arkansas
$5.16M +$5.09K +111 New
MPW
46
Monterey Private Wealth
California
$4.77M +$65.2K +1,421 +1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.74M -$1.48M -32,147 -24%
SLWA
48
San Luis Wealth Advisors
California
$4.36M +$3.73M +81,190 +645%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.9M +$3.85M +84,002 New
EH
50
Equitable Holdings
New York
$3.47M +$2.63M +57,209 +327%

OMFL Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2023, worth a combined $2.37B — up 19% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 11 closed out — a net gain of 30 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $118M.

  • 152 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $2.37B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2023 and 11 closed out, a net change of +30 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2023 was LPL Financial, an estimated $55.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.