Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
57 hedge funds and large institutions have $1.06B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
24% more funds holding
Funds holding: 46 → 57 (+11)
23% more capital invested
Capital invested by funds: $867M → $1.06B (+$196M)
0.23% more ownership
Funds ownership: 95.72% → 95.95% (+0.23%)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$47.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.03M |
| 3 |
KPW
Kore Private Wealth
New York
|
+$8.58M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$4.64M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.5M |
| 2 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$3.71M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.48M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $7K | -$19.6K | -663 | -75% |
|
|
JWM
52
Janiczek Wealth Management
Denver,
Colorado
| $7K | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $6K | +$2.07K | +70 | +56% |
|
54
Morgan Stanley
New York
| $5K | +$2.31K | +78 | +95% |
|
|
S
55
SignatureFD
Atlanta,
Georgia
| $2K | +$355 | +12 | +26% |
|
|
CFGS
56
Concourse Financial Group Securities
Birmingham,
Alabama
| $1K | -$1.89K | -64 | -59% |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.48M | -95,423 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$544K | -20,894 | Closed |
|
|
FWM
59
Frontier Wealth Management
Kansas City,
Missouri
| – | -$303K | -11,631 | Closed |
|
|
MA
60
Mutual Advisors
Omaha,
Nebraska
| – | -$264K | -10,140 | Closed |
|
|
SF
61
Synovus Financial
Columbus,
Georgia
| – | -$3K | -103 | Closed |
|
|
OPS
62
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -43 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
OMFL Hedge Fund Activity: Q2 2020 in Review
57 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2020, worth a combined $1.06B — up 23% from $867M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OMFL positions and 6 closed out — a net gain of 12 holders — while 15 added to existing stakes and 19 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $47.2M. The largest seller was Invesco, cutting an estimated $11.5M.
- 57 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2020, up from 46 in Q1 2020.
- Funds reported $1.06B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2020, up 23% quarter-over-quarter.
- 18 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2020 and 6 closed out, a net change of +12 holders.
- The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2020 was HBK Sorce Advisory, an estimated $47.2M added.
- The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2020 was Invesco, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2020.