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Invesco Russell 1000 Dynamic Multifactor ETF

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.61%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
26
IFG Advisory
Georgia
$34.7M +$14.7M +285,711 +73%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$34M +$3.93M +76,418 +13%
LA
28
LM Advisors
California
$33.4M +$33.4M +649,367 New
OFS
29
Orrstown Financial Services
Pennsylvania
$33.3M +$33.3M +646,981 New
RJA
30
Raymond James & Associates
Florida
$31.4M +$5.88M +114,465 +23%
Truist Financial
31
Truist Financial
North Carolina
$27.9M -$3.65M -70,978 -12%
AWA
32
Arkadios Wealth Advisors
Georgia
$26.8M +$1.93M +37,528 +8%
LAS
33
LWM Advisory Services
Florida
$23.1M +$2.85M +55,483 +14%
AA
34
ACT Advisors
North Carolina
$22.7M -$298K -5,795 -1%
WFPG
35
Waller Financial Planning Group
Ohio
$22.4M +$133K +2,579 +0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$21.8M -$14M -272,914 -39%
AFA
37
Alpha Financial Advisors
North Carolina
$21.5M -$205K -3,979 -0.9%
EFL
38
ERn Financial LLC
Wisconsin
$21M +$449K +9,131 +2%
SWM
39
Solano Wealth Management
California
$20.8M +$801K +15,587 +4%
DLIC
40
Daido Life Insurance Company
Japan
$20.7M
PIA
41
Perennial Investment Advisors
California
$20.5M +$3.11M +60,431 +18%
MIA
42
Milestone Investment Advisors
Wisconsin
$18.6M +$333K +6,469 +2%
BWA
43
Burt Wealth Advisors
Maryland
$18.3M -$2.07M -40,336 -10%
BCM
44
Brookstone Capital Management
Illinois
$18M +$449K +8,730 +3%
GM
45
GeoWealth Management
Illinois
$17.9M +$1.75M +33,943 +11%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$17.7M +$11.1M +215,012 +166%
TLIC
47
Taiyo Life Insurance Company
Japan
$17.5M
AWE
48
Avidian Wealth Enterprises
Texas
$16.9M -$4.3M -83,731 -20%
BWP
49
Baldwin Wealth Partners
Massachusetts
$14.1M +$1.46M +28,331 +12%
DAS
50
Dynamic Advisor Solutions
Arizona
$13.9M +$922K +18,333 +7%