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Invesco Russell 1000 Dynamic Multifactor ETF
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Overview Fund Activity

268 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.57%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
70
Reduced
127
Closed
34
Calls
$7.78M
Puts
–
Net Calls
+$7.78M
Net Calls Change
-$119K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$53.5M
2
Morgan Stanley
Morgan Stanley
New York
+$8.45M
3
FEG
Financial Enhancement Group
Indiana
+$5.62M
4
IWM
IHT Wealth Management
Illinois
+$4.84M
5
AAS
Asset Allocation Strategies
Michigan
+$4.75M

Top Sellers

1
LPL Financial
LPL Financial
California
-$63.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$47.9M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$43.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.2M
5
Invesco
Invesco
Georgia
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
Baldwin Wealth Partners
Massachusetts
$24.7M -$104K -1,924 -0.4%
BCM
27
Brookstone Capital Management
Illinois
$24.1M -$196K -3,619 -0.8%
IA
28
IFG Advisory
Georgia
$23.3M -$1.97M -36,333 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$23M -$47.9M -883,934 -68%
DLIC
30
Daido Life Insurance Company
Japan
$21.9M – – –
AFA
31
Alpha Financial Advisors
North Carolina
$19.4M -$1.76M -32,379 -8%
BWA
32
Burt Wealth Advisors
Maryland
$19M -$400K -7,383 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$18.6M -$2.14M -39,379 -10%
FEG
34
Financial Enhancement Group
Indiana
$17.6M +$5.62M +104,334 +47%
DWM
35
Daner Wealth Management
Georgia
$16.2M +$16.2M +286,961 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$16M +$62.5K +1,152 +0.4%
Truist Financial
37
Truist Financial
North Carolina
$16M -$6.19M -114,142 -28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$15.5M -$2.22M -40,917 -13%
EFL
39
ERn Financial LLC
Wisconsin
$15.4M -$2.02M -37,293 -12%
LFA
40
Longview Financial Advisors
Alabama
$14.1M -$501K -9,234 -3%
NIA
41
NBZ Investment Advisors
Tennessee
$13.6M +$13.6M +250,085 New
Ameriprise
42
Ameriprise
Minnesota
$13.4M -$19.8M -365,811 -60%
DAS
43
Dynamic Advisor Solutions
Arizona
$13.1M +$41.5K +765 +0.3%
FD
44
Financial Designs
California
$12.9M -$315K -5,816 -2%
AAS
45
Asset Allocation Strategies
Michigan
$12.9M +$4.75M +83,532 +58%
JSW
46
Journey Strategic Wealth
New Jersey
$12.9M +$1.37M +25,172 +12%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$12.8M +$3.48M +64,212 +38%
CGL
48
Clarius Group LLC
Washington
$12.6M -$7.44M -137,197 -37%
KAS
49
Kestra Advisory Services
Texas
$12.4M +$3.63M +66,904 +41%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$12.2M -$18.1M -333,159 -60%
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