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Invesco Russell 1000 Dynamic Multifactor ETF

266 hedge funds and large institutions have $4.36B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 82.43%84.5% (+2.1%)

7% less funds holding

Funds holding: 287266 (-21)

13% less capital invested

Capital invested by funds: $4.98B → $4.36B (-$624M)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

35% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 131

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

Holders
266
Holders Change
-21
Holders Change %
-7.32%
% of All Funds
3.82%
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
85
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$28.3M -$19.9M -389,973 -42%
Corient Private Wealth
27
Corient Private Wealth
Florida
$27.2M -$5.62M -109,978 -18%
IA
28
IFG Advisory
Georgia
$24.7M +$710K +13,880 +3%
BWP
29
Baldwin Wealth Partners
Massachusetts
$24.3M +$7.62M +149,026 +48%
BCM
30
Brookstone Capital Management
Illinois
$23.8M -$184K -3,600 -0.8%
Truist Financial
31
Truist Financial
North Carolina
$21.7M -$6.58M -128,631 -24%
DLIC
32
Daido Life Insurance Company
Japan
$21.4M
AFA
33
Alpha Financial Advisors
North Carolina
$20.7M -$946K -18,513 -5%
IWM
34
IHT Wealth Management
Illinois
$20.2M +$2.35M +46,037 +14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$20.2M -$18.7M -365,062 -49%
CGL
36
Clarius Group LLC
Washington
$19.6M -$9.36M -183,113 -33%
BWA
37
Burt Wealth Advisors
Maryland
$19M -$264K -5,162 -1%
JP Morgan Chase
38
JP Morgan Chase
New York
$18.6M -$37M -723,072 -67%
PIA
39
Perennial Investment Advisors
California
$18M -$748K -14,624 -4%
TLIC
40
Taiyo Life Insurance Company
Japan
$18M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17.3M -$48.6M -950,026 -74%
EFL
42
ERn Financial LLC
Wisconsin
$17M -$2.4M -46,890 -13%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$15.6M -$2.96M -57,935 -16%
RWA
44
Rooted Wealth Advisors
Illinois
$15M +$2.87M +56,148 +24%
LFA
45
Longview Financial Advisors
Alabama
$14.3M +$98.2K +1,921 +0.7%
SAS
46
Sage Advisory Services
Texas
$14.2M
Goldman Sachs
47
Goldman Sachs
New York
$13.7M +$12.8M +250,126 +2,992%
RJA
48
Raymond James & Associates
Florida
$13.4M -$19.4M -380,097 -60%
TWP
49
Triad Wealth Partners
Kansas
$13M +$145K +2,839 +1%
FD
50
Financial Designs
California
$12.9M +$498K +9,751 +4%

OMFL Hedge Fund Activity: Q3 2024 in Review

266 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2024, worth a combined $4.36B — down 13% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of OMFL and 20 opened new positions — a net loss of 18 holders — while 131 trimmed existing stakes and 85 added.

The largest buyer was Balentine LLC, adding an estimated $49.3M. The largest seller was LPL Financial, cutting an estimated $77.7M.

  • 266 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2024, down from 287 in Q2 2024.
  • Funds reported $4.36B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 20 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2024 and 38 closed out, a net change of -18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2024 was Balentine LLC, an estimated $49.3M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2024 was LPL Financial, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2024.