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Invesco Russell 1000 Dynamic Multifactor ETF

261 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $4.64B → $5.25B (+$607M)

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

6% more funds holding

Funds holding: 246261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.57% less ownership

Funds ownership: 83.89%81.32% (-2.6%)

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.76%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
39
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
26
Clarius Group LLC
Washington
$37.8M -$19.7M -383,923 -36%
LA
27
LM Advisors
California
$35.2M -$89.3K -1,736 -0.3%
RJA
28
Raymond James & Associates
Florida
$34.7M +$843K +16,400 +3%
CAL
29
Capital Analysts LLC
Pennsylvania
$32.9M +$28.9M +562,405 +1,733%
SA
30
Stewardship Advisors
Pennsylvania
$30.4M +$28.3M +551,175 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$30.1M +$15M +291,183 +115%
AWA
32
Arkadios Wealth Advisors
Georgia
$29.9M +$1.06M +20,569 +4%
Truist Financial
33
Truist Financial
North Carolina
$28.8M -$1.11M -21,570 -4%
WFPG
34
Waller Financial Planning Group
Ohio
$28M +$3.62M +70,372 +16%
IA
35
IFG Advisory
Georgia
$24.3M -$12.1M -234,366 -35%
EFL
36
ERn Financial LLC
Wisconsin
$23.5M -$54.1K -1,051 -0.2%
SWM
37
Solano Wealth Management
California
$23.3M +$922K +17,924 +4%
AFA
38
Alpha Financial Advisors
North Carolina
$23M -$135K -2,634 -0.6%
DLIC
39
Daido Life Insurance Company
Japan
$22.3M
AWM
40
Apollon Wealth Management
South Carolina
$22M -$20M -389,442 -49%
BWA
41
Burt Wealth Advisors
Maryland
$21.8M +$1.93M +37,505 +11%
AWE
42
Avidian Wealth Enterprises
Texas
$21M +$2.64M +51,351 +16%
PIA
43
Perennial Investment Advisors
California
$19.9M -$1.93M -37,475 -9%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$19.8M +$754K +14,653 +4%
GM
45
GeoWealth Management
Illinois
$19.2M +$4.47K +87 +0%
BCM
46
Brookstone Capital Management
Illinois
$19M -$253K -4,928 -1%
TLIC
47
Taiyo Life Insurance Company
Japan
$18.8M
MML Investors Services
48
MML Investors Services
Massachusetts
$18.5M -$4.52M -87,866 -21%
MIA
49
Milestone Investment Advisors
Wisconsin
$17.4M -$2.37M -46,105 -13%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$17.3M +$13.3M +258,319 +469%

OMFL Hedge Fund Activity: Q1 2024 in Review

261 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2024, worth a combined $5.25B — up 13% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OMFL positions and 21 closed out — a net gain of 18 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Balentine LLC, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $176M.

  • 261 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2024, up from 246 in Q4 2023.
  • Funds reported $5.25B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 39 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2024 and 21 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2024 was Balentine LLC, an estimated $227M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2024 was Morgan Stanley, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2024.