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Invesco Russell 1000 Dynamic Multifactor ETF

269 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, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
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
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
Baldwin Wealth Partners
Massachusetts
$24.7M -$105K -1,924 -0.4%
BCM
27
Brookstone Capital Management
Illinois
$24.1M -$197K -3,619 -0.8%
IA
28
IFG Advisory
Georgia
$23.3M -$1.98M -36,333 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$23M -$48.1M -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 -$402K -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 +$5.68M +104,334 +47%
DWM
35
Daner Wealth Management
Georgia
$16.2M +$15.6M +286,961 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$16M +$62.7K +1,152 +0.4%
Truist Financial
37
Truist Financial
North Carolina
$16M -$6.22M -114,142 -28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$15.5M -$2.23M -40,917 -13%
EFL
39
ERn Financial LLC
Wisconsin
$15.4M -$2.03M -37,293 -12%
LFA
40
Longview Financial Advisors
Alabama
$14.1M -$503K -9,234 -3%
NIA
41
NBZ Investment Advisors
Tennessee
$13.6M +$13.6M +250,085 New
Ameriprise
42
Ameriprise
Minnesota
$13.4M -$19.9M -365,811 -60%
DAS
43
Dynamic Advisor Solutions
Arizona
$13.1M +$41.7K +765 +0.3%
FD
44
Financial Designs
California
$12.9M -$317K -5,816 -2%
AAS
45
Asset Allocation Strategies
Michigan
$12.9M +$4.55M +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 +$3.5M +64,212 +38%
CGL
48
Clarius Group LLC
Washington
$12.6M -$7.47M -137,197 -37%
KAS
49
Kestra Advisory Services
Texas
$12.4M +$3.64M +66,904 +41%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$12.2M -$18.1M -333,159 -60%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.