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Invesco Russell 1000 Dynamic Multifactor ETF

261 hedge funds and large institutions have $3.23B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 118 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% less ownership

Funds ownership: 79.47%77.29% (-2.2%)

5% less funds holding

Funds holding: 275261 (-14)

12% less capital invested

Capital invested by funds: $3.68B → $3.23B (-$444M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

32% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 118

100% less call options, than puts

Call options by funds: $222K | Put options by funds: $98.8M

Holders
261
Holders Change
-14
Holders Change %
-5.09%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
22
Increased
80
Reduced
118
Closed
26
Calls
$222K
Puts
$98.8M
Net Calls
-$98.6M
Net Calls Change
-$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$18.4M +$11.1M +178,023 +139%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$18.2M -$230K -3,695 -1%
JSW
28
Journey Strategic Wealth
New Jersey
$17M +$201K +3,232 +1%
CWWM
29
Curry Webb Wealth Management
Indiana
$16.6M +$4.35M +69,802 +34%
Osaic Holdings
30
Osaic Holdings
Arizona
$16M -$3.02M -48,453 -15%
HighTower Advisors
31
HighTower Advisors
Illinois
$15.9M +$14M +224,606 +556%
Goldman Sachs
32
Goldman Sachs
New York
$15.8M +$10.9M +175,410 +202%
PAG
33
Private Advisor Group
New Jersey
$15.7M +$1.58M +25,384 +11%
DWM
34
Daner Wealth Management
Georgia
$15.1M -$1.47M -23,552 -9%
CA
35
Clearstead Advisors
Ohio
$15.1M +$15.7M +251,553 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$14.7M -$229K -3,677 -1%
FD
37
Financial Designs
California
$13.9M +$996 +16 +0%
WFPG
38
Waller Financial Planning Group
Ohio
$11.8M -$1.32M -21,275 -10%
Truist Financial
39
Truist Financial
North Carolina
$9.89M -$1.74M -27,899 -15%
JP Morgan Chase
40
JP Morgan Chase
New York
$9.35M -$528K -8,484 -5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.24M -$24.5M -394,236 -72%
FWM
42
Foguth Wealth Management
Michigan
$8.58M -$1.65M -26,561 -17%
EFL
43
ERn Financial LLC
Wisconsin
$8.56M -$1.56M -24,997 -15%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$8.48M -$2.53M -40,633 -22%
RA
45
RFG Advisory
Alabama
$8.15M +$8.44M +135,593 New
SWIA
46
Solano Wealth Investment Advisors
California
$7.74M -$148K -2,383 -2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$7.58M -$1.7M -27,285 -18%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$7.57M +$458K +7,355 +6%
SMA
49
Sage Mountain Advisors
Georgia
$7.26M
AAS
50
Asset Allocation Strategies
Michigan
$6.59M -$1.2M -19,349 -15%