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Invesco Russell 1000 Dynamic Multifactor ETF

270 hedge funds and large institutions have $3.65B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$20.7M
KAS
27
Kestra Advisory Services
Texas
$19.4M
Osaic Holdings
28
Osaic Holdings
Arizona
$19.2M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$18.8M
Jones Financial Companies
30
Jones Financial Companies
Missouri
$18.6M
JSW
31
Journey Strategic Wealth
New Jersey
$17.1M
GIA
32
Gladstone Institutional Advisory
Florida
$16.2M
DWM
33
Daner Wealth Management
Georgia
$15.8M
Corient Private Wealth
34
Corient Private Wealth
Florida
$15.8M
IWC
35
Integrated Wealth Concepts
Massachusetts
$15.2M
PAG
36
Private Advisor Group
New Jersey
$14.4M
FD
37
Financial Designs
California
$14.1M
WFPG
38
Waller Financial Planning Group
Ohio
$13.3M
Truist Financial
39
Truist Financial
North Carolina
$11.3M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$11.1M
JP Morgan Chase
41
JP Morgan Chase
New York
$10.3M
EFL
42
ERn Financial LLC
Wisconsin
$10.2M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$9.37M
FWM
44
Foguth Wealth Management
Michigan
$9.36M
SOS
45
Silver Oak Securities
Tennessee
$8.61M
CGL
46
Clarius Group LLC
Washington
$8.55M
SWIA
47
Solano Wealth Investment Advisors
California
$8.02M
AAS
48
Asset Allocation Strategies
Michigan
$7.89M
CIA
49
Concurrent Investment Advisors
Florida
$7.83M
PFG
50
PAX Financial Group
Texas
$7.69M