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Invesco Russell 1000 Dynamic Multifactor ETF
OMFL

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

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 25 → 34 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205 → 246 (+41)

6.41% more ownership

Funds ownership: 77.47% → 83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$277M
2
BL
Balentine LLC
Georgia
+$152M
3
Invesco
Invesco
Georgia
+$82.6M
4
UBS Group
UBS Group
Switzerland
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$43.6M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$64M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$42.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$40.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
-$31.3M
5
IDA
Intelligence Driven Advisers
California
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFG Advisory
Georgia
$34.7M +$13.5M +285,711 +73%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$34M +$3.61M +76,418 +13%
LA
28
LM Advisors
California
$33.4M +$30.6M +649,367 New
OFS
29
Orrstown Financial Services
Pennsylvania
$33.3M +$30.5M +646,981 New
RJA
30
Raymond James & Associates
Florida
$31.4M +$5.4M +114,465 +23%
Truist Financial
31
Truist Financial
North Carolina
$27.9M -$3.35M -70,978 -12%
AWA
32
Arkadios Wealth Advisors
Georgia
$26.8M +$1.77M +37,528 +8%
LAS
33
LWM Advisory Services
Florida
$23.1M +$2.62M +55,483 +14%
AA
34
ACT Advisors
North Carolina
$22.7M -$273K -5,795 -1%
WFPG
35
Waller Financial Planning Group
Ohio
$22.4M +$122K +2,579 +0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$21.8M -$12.9M -272,914 -39%
AFA
37
Alpha Financial Advisors
North Carolina
$21.5M -$188K -3,979 -0.9%
EFL
38
ERn Financial LLC
Wisconsin
$21M +$431K +9,131 +2%
SWM
39
Solano Wealth Management
California
$20.8M +$735K +15,587 +4%
DLIC
40
Daido Life Insurance Company
Japan
$20.7M – – –
PIA
41
Perennial Investment Advisors
California
$20.5M +$2.85M +60,431 +18%
MIA
42
Milestone Investment Advisors
Wisconsin
$18.6M +$305K +6,469 +2%
BWA
43
Burt Wealth Advisors
Maryland
$18.3M -$1.9M -40,336 -10%
BCM
44
Brookstone Capital Management
Illinois
$18M +$412K +8,730 +3%
GM
45
GeoWealth Management
Illinois
$17.9M +$1.6M +33,943 +11%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$17.7M +$10.1M +215,012 +166%
TLIC
47
Taiyo Life Insurance Company
Japan
$17.5M – – –
AWE
48
Avidian Wealth Enterprises
Texas
$16.9M -$3.95M -83,731 -20%
BWP
49
Baldwin Wealth Partners
Massachusetts
$14.1M +$1.34M +28,331 +12%
DAS
50
Dynamic Advisor Solutions
Arizona
$13.9M +$865K +18,333 +7%
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OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.