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Invesco Russell 1000 Dynamic Multifactor ETF

205 hedge funds and large institutions have $3.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

7% more funds holding

Funds holding: 191205 (+14)

6% more capital invested

Capital invested by funds: $3.33B → $3.54B (+$210M)

0.17% more ownership

Funds ownership: 77.31%77.47% (+0.17%)

9% less call options, than puts

Call options by funds: $50K | Put options by funds: $55K

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
40
Increased
102
Reduced
49
Closed
22
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$26.8M +$11.7M +240,861 +70%
AWM
27
Apollon Wealth Management
South Carolina
$25.5M +$27M +556,180 New
RJA
28
Raymond James & Associates
Florida
$22.8M +$3.92M +80,685 +19%
AWA
29
Arkadios Wealth Advisors
Georgia
$22.1M +$8.34M +171,910 +55%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$20.9M +$9.2M +189,636 +71%
AA
31
ACT Advisors
North Carolina
$20.5M +$254K +5,237 +1%
WFPG
32
Waller Financial Planning Group
Ohio
$19.9M +$54.6K +1,125 +0.3%
AFA
33
Alpha Financial Advisors
North Carolina
$19.4M +$106K +2,174 +0.5%
EFL
34
ERn Financial LLC
Wisconsin
$19.2M -$158K -3,247 -0.8%
AWE
35
Avidian Wealth Enterprises
Texas
$18.9M +$989K +20,382 +5%
DLIC
36
Daido Life Insurance Company
Japan
$18.5M
BWA
37
Burt Wealth Advisors
Maryland
$18.2M +$363K +7,479 +2%
LAS
38
LWM Advisory Services
Florida
$18.1M +$104K +2,152 +0.5%
IA
39
IFG Advisory
Georgia
$17.9M +$6.32M +130,124 +50%
SWM
40
Solano Wealth Management
California
$17.8M +$1.03M +21,325 +6%
MIA
41
Milestone Investment Advisors
Wisconsin
$16.3M +$405K +8,352 +2%
TLIC
42
Taiyo Life Insurance Company
Japan
$15.6M +$16.5M +340,000 New
PIA
43
Perennial Investment Advisors
California
$15.5M +$744K +15,339 +5%
CWAF
44
Core Wealth Advisors (Florida)
Florida
$15.2M +$1.49M +30,735 +10%
BCM
45
Brookstone Capital Management
Illinois
$15.2M -$150K -3,084 -0.9%
GM
46
GeoWealth Management
Illinois
$14.4M +$3.46M +71,248 +29%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$12.8M +$335K +6,907 +3%
DAS
48
Dynamic Advisor Solutions
Arizona
$11.9M +$2.48M +51,096 +25%
MCC
49
Money Concepts Capital
Florida
$11.6M +$12.2M +252,117 New
BWP
50
Baldwin Wealth Partners
Massachusetts
$11.3M +$1.61M +33,111 +16%

OMFL Hedge Fund Activity: Q3 2023 in Review

205 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2023, worth a combined $3.54B — up 6.3% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OMFL positions and 22 closed out — a net gain of 18 holders — while 102 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $89.6M. The largest seller was Avestar Capital, cutting an estimated $11.9M.

  • 205 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2023, up from 191 in Q2 2023.
  • Funds reported $3.54B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 40 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2023 and 22 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $89.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2023 was Avestar Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.