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Invesco Russell 1000 Dynamic Multifactor ETF

265 hedge funds and large institutions have $4.35B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
3.83%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.32%
New
20
Increased
84
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$28.3M -$20.7M -389,973 -42%
Corient Private Wealth
27
Corient Private Wealth
Florida
$27.2M -$5.83M -109,978 -18%
IA
28
IFG Advisory
Georgia
$24.7M +$736K +13,880 +3%
BWP
29
Baldwin Wealth Partners
Massachusetts
$24.3M +$7.9M +149,026 +48%
BCM
30
Brookstone Capital Management
Illinois
$23.8M -$191K -3,600 -0.8%
Truist Financial
31
Truist Financial
North Carolina
$21.7M -$6.82M -128,631 -24%
DLIC
32
Daido Life Insurance Company
Japan
$21.4M
AFA
33
Alpha Financial Advisors
North Carolina
$20.7M -$981K -18,513 -5%
IWM
34
IHT Wealth Management
Illinois
$20.2M +$2.44M +46,037 +14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$20.2M -$19.3M -365,062 -49%
CGL
36
Clarius Group LLC
Washington
$19.6M -$9.7M -183,113 -33%
BWA
37
Burt Wealth Advisors
Maryland
$19M -$274K -5,162 -1%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$18.6M -$38.3M -723,072 -67%
PIA
39
Perennial Investment Advisors
California
$18M -$775K -14,624 -4%
TLIC
40
Taiyo Life Insurance Company
Japan
$18M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17.3M -$50.3M -950,026 -74%
EFL
42
ERn Financial LLC
Wisconsin
$17M -$2.48M -46,890 -13%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$15.6M -$3.07M -57,935 -16%
RWA
44
Rooted Wealth Advisors
Illinois
$15M +$2.95M +56,148 +24%
LFA
45
Longview Financial Advisors
Alabama
$14.3M +$102K +1,921 +0.7%
SAS
46
Sage Advisory Services
Texas
$14.2M
Goldman Sachs
47
Goldman Sachs
New York
$13.7M +$13.3M +250,126 +2,992%
RJA
48
Raymond James & Associates
Florida
$13.4M -$20.1M -380,097 -60%
TWP
49
Triad Wealth Partners
Kansas
$13M +$150K +2,839 +1%
FD
50
Financial Designs
California
$12.9M +$517K +9,751 +4%