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Invesco Russell 1000 Dynamic Multifactor ETF
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Overview Fund Activity

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
Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
3.01%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.43%
New
51
Increased
96
Reduced
29
Closed
10
Calls
$59K
Puts
$191K
Net Calls
-$132K
Net Calls Change
-$132K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$86.1M
2
LPL Financial
LPL Financial
California
+$75.1M
3
Morgan Stanley
Morgan Stanley
New York
+$69M
4
Wells Fargo
Wells Fargo
California
+$64.9M
5
BWM
Baystate Wealth Management
Massachusetts
+$53.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$21.4M
2
AA
ACT Advisors
North Carolina
-$10.6M
3
AWS
AJ Wealth Strategies
New York
-$7.33M
4
M1FG
Mach-1 Financial Group
Arkansas
-$5.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$20.6M +$240K +4,896 +1%
AFA
27
Alpha Financial Advisors
North Carolina
$20.6M +$350K +7,140 +2%
RJA
28
Raymond James & Associates
Florida
$20.4M +$1.17M +23,964 +6%
DLIC
29
Daido Life Insurance Company
Japan
$19.7M – – –
AWE
30
Avidian Wealth Enterprises
Texas
$19.2M +$19.2M +391,824 New
LAS
31
LWM Advisory Services
Florida
$19.2M +$4.15M +84,688 +28%
BWA
32
Burt Wealth Advisors
Maryland
$19.1M +$19.1M +389,297 New
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$18.3M -$129K -2,638 -0.7%
SWM
34
Solano Wealth Management
California
$18M +$170K +3,478 +1%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$17.2M +$15.3M +312,193 +783%
MIA
36
Milestone Investment Advisors
Wisconsin
$17M +$6.51M +132,935 +62%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$16.4M +334,214 +3,446%
BCM
38
Brookstone Capital Management
Illinois
$16.5M +$9.32M +194,090 +130%
AC
39
Avestar Capital
New York
$16.5M +$16.5M +336,055 New
PIA
40
Perennial Investment Advisors
California
$15.8M +$290K +5,914 +2%
AWA
41
Arkadios Wealth Advisors
Georgia
$15.2M +$1.4M +28,551 +10%
CWA
42
Core Wealth Advisors
Florida
$14.8M +$14.8M +301,881 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$13.4M +$13.1M +268,437 +5,731%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$13.1M +$6.2M +126,498 +90%
IA
45
IFG Advisory
Georgia
$12.7M +$4.99M +101,823 +65%
GM
46
GeoWealth Management
Illinois
$11.9M +$10.5M +214,324 +750%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$11.7M +$11.6M +236,827 +10,884%
FEG
48
Financial Enhancement Group
Indiana
$11.4M +$268K +5,356 +2%
BWP
49
Baldwin Wealth Partners
Massachusetts
$10.4M +$10.4M +212,968 New
DAS
50
Dynamic Advisor Solutions
Arizona
$10.2M +$2.35M +48,005 +30%
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