Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
43 hedge funds and large institutions have $934M invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 18 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% less capital invested
Capital invested by funds: $1.06B → $934M (-$129M)
14.99% less ownership
Funds ownership: 95.95% → 80.96% (-15%)
25% less funds holding
Funds holding: 57 → 43 (-14)
78% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$5.05M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.98M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.83M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$2.29M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$120M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$35.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$15.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAS
51
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$478K | -16,061 | Closed |
|
52
Jane Street
New York
| – | -$269K | -9,029 | Closed |
|
|
DAS
53
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$246K | -8,273 | Closed |
|
|
IWM
54
IHT Wealth Management
Chicago,
Illinois
| – | -$214K | -7,198 | Closed |
|
55
JP Morgan Chase
New York
| – | -$61K | -2,061 | Closed |
|
|
HI
56
Hudock Inc
Williamsport,
Pennsylvania
| – | -$9K | -327 | Closed |
|
57
Wells Fargo
San Francisco,
California
| – | -$6.9K | -221 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$6.12K | -196 | Closed |
|
|
S
59
SignatureFD
Atlanta,
Georgia
| – | -$2K | -59 | Closed |
|
|
CFGS
60
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.4K | -45 | Closed |
|
OMFL Hedge Fund Activity: Q3 2020 in Review
43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2020, worth a combined $934M — down 12% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of OMFL and 4 opened new positions — a net loss of 14 holders — while 9 trimmed existing stakes and 22 added.
The largest buyer was HBK Sorce Advisory, adding an estimated $5.05M. The largest seller was Invesco, cutting an estimated $120M.
- 43 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2020, down from 57 in Q2 2020.
- Funds reported $934M of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2020, down 12% quarter-over-quarter.
- 4 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2020 and 18 closed out, a net change of -14 holders.
- The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2020 was HBK Sorce Advisory, an estimated $5.05M added.
- The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2020 was Invesco, an estimated $120M sold.
Based on aggregated 13F filings for Q3 2020.