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Invesco Russell 1000 Dynamic Multifactor ETF

191 hedge funds and large institutions have $3.33B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

40% more capital invested

Capital invested by funds: $2.37B → $3.33B (+$952M)

26% more funds holding

Funds holding: 152191 (+39)

9.82% less ownership

Funds ownership: 87.13%77.31% (-9.8%)

69% less call options, than puts

Call options by funds: $59K | Put options by funds: $191K

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
3%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.42%
New
51
Increased
96
Reduced
29
Closed
10
Calls
$59K
Puts
$191K
Net Calls
-$132K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$20.6M +$232K +4,896 +1%
AFA
27
Alpha Financial Advisors
North Carolina
$20.6M +$339K +7,140 +2%
RJA
28
Raymond James & Associates
Florida
$20.4M +$1.14M +23,964 +6%
DLIC
29
Daido Life Insurance Company
Japan
$19.7M
AWE
30
Avidian Wealth Enterprises
Texas
$19.2M +$18.6M +391,824 New
LAS
31
LWM Advisory Services
Florida
$19.2M +$4.01M +84,688 +28%
BWA
32
Burt Wealth Advisors
Maryland
$19.1M +$18.5M +389,297 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$18.3M -$125K -2,638 -0.7%
SWM
34
Solano Wealth Management
California
$18M +$165K +3,478 +1%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$17.2M +$14.8M +312,193 +783%
MIA
36
Milestone Investment Advisors
Wisconsin
$17M +$6.3M +132,935 +62%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$15.8M +334,214 +3,446%
BCM
38
Brookstone Capital Management
Illinois
$16.5M +$9.2M +194,090 +130%
AC
39
Avestar Capital
New York
$16.5M +$15.9M +336,055 New
PIA
40
Perennial Investment Advisors
California
$15.8M +$280K +5,914 +2%
AWA
41
Arkadios Wealth Advisors
Georgia
$15.2M +$1.35M +28,551 +10%
CWAF
42
Core Wealth Advisors (Florida)
Florida
$14.8M +$14.3M +301,881 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$13.4M +$12.7M +268,437 +5,731%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$13.1M +$6M +126,498 +90%
IA
45
IFG Advisory
Georgia
$12.7M +$4.83M +101,823 +65%
GM
46
GeoWealth Management
Illinois
$11.9M +$10.2M +214,324 +750%
JP Morgan Chase
47
JP Morgan Chase
New York
$11.7M +$11.2M +236,827 +10,884%
FEG
48
Financial Enhancement Group
Indiana
$11.4M +$254K +5,356 +2%
BWP
49
Baldwin Wealth Partners
Massachusetts
$10.4M +$10.1M +212,968 New
DAS
50
Dynamic Advisor Solutions
Arizona
$10.2M +$2.28M +48,005 +30%

OMFL Hedge Fund Activity: Q2 2023 in Review

191 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2023, worth a combined $3.33B — up 40% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OMFL positions and 10 closed out — a net gain of 41 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.5M. The largest seller was Invesco, cutting an estimated $20.8M.

  • 191 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $3.33B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2023 and 10 closed out, a net change of +41 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2023 was Ameriprise, an estimated $83.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2023 was Invesco, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.