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Invesco Russell 1000 Dynamic Multifactor ETF

286 hedge funds and large institutions have $4.98B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.16%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
48
Increased
98
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
LA
26
LM Advisors
California
$33.7M +$233K +4,514 +0.7%
RJA
27
Raymond James & Associates
Florida
$33.3M +$321K +6,117 +1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$32.7M -$13.3M -253,225 -29%
SA
29
Stewardship Advisors
Pennsylvania
$32.2M +$3.28M +62,451 +11%
CAL
30
Capital Analysts LLC
Pennsylvania
$31.9M +$663K +12,631 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$31M +$2.36M +44,999 +8%
AWA
32
Arkadios Wealth Advisors
Georgia
$30.3M +$1.85M +35,328 +7%
CGL
33
Clarius Group LLC
Washington
$29.1M -$6.85M -130,571 -19%
Truist Financial
34
Truist Financial
North Carolina
$28.2M +$907K +17,286 +3%
WFPG
35
Waller Financial Planning Group
Ohio
$27.3M +$755K +14,391 +3%
IA
36
IFG Advisory
Georgia
$23.7M +$582K +11,093 +3%
BCM
37
Brookstone Capital Management
Illinois
$23.1M +$5.51M +108,235 +31%
SWM
38
Solano Wealth Management
California
$22.8M +$660K +12,565 +3%
AWM
39
Apollon Wealth Management
South Carolina
$21.8M +$911K +17,355 +4%
AFA
40
Alpha Financial Advisors
North Carolina
$21.5M -$367K -6,996 -2%
DLIC
41
Daido Life Insurance Company
Japan
$21.2M
EFL
42
ERn Financial LLC
Wisconsin
$19.3M -$3.05M -58,038 -14%
BWA
43
Burt Wealth Advisors
Maryland
$19M -$1.63M -31,096 -8%
PIA
44
Perennial Investment Advisors
California
$18.6M -$297K -5,663 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$18.5M -$361K -6,877 -2%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$18.4M +$1.94M +37,043 +12%
TLIC
47
Taiyo Life Insurance Company
Japan
$17.8M
IWM
48
IHT Wealth Management
Illinois
$17.6M +$1.88M +35,726 +12%
BWP
49
Baldwin Wealth Partners
Massachusetts
$16.2M -$87.4K -1,665 -0.5%
SAS
50
Sage Advisory Services
Texas
$14.2M +$309K +5,891 +2%