We are live on ! Find out more
OMFL icon

Invesco Russell 1000 Dynamic Multifactor ETF

152 hedge funds and large institutions have $2.37B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more funds holding

Funds holding: 124152 (+28)

19% more capital invested

Capital invested by funds: $1.99B → $2.37B (+$385M)

4.19% less ownership

Funds ownership: 91.32%87.13% (-4.2%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.42%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
41
Increased
66
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Snider Financial Group
Washington
$3.43M -$33.2K -724 -1%
CAM
52
Cozad Asset Management
Illinois
$3.43M +$187K +4,068 +6%
SWP
53
Stratos Wealth Partners
Ohio
$2.85M -$466K -10,166 -14%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$2.81M -$532K -11,596 -16%
CC
55
Callan Capital
California
$2.72M
FHA
56
Flagship Harbor Advisors
Massachusetts
$2.66M +$2.29M +49,914 +691%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$2.65M +$149K +3,238 +6%
WWA
58
WCG Wealth Advisors
Nevada
$2.34M +$131K +2,851 +6%
WC
59
Waterloo Capital
Texas
$2.28M +$2.25M +49,143 New
JWBC
60
John W. Brooker & Co
California
$2.11M +$717K +15,620 +54%
HA
61
Herold Advisors
New York
$2.03M -$15.1K -330 -0.8%
TCA
62
Transcend Capital Advisors
New Jersey
$1.95M +$1.18M +25,644 +158%
IA
63
IFP Advisors
Florida
$1.89M +$2.26M +49,237 +288%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.85M +$14.1K +307 +0.8%
ACA
65
Aptus Capital Advisors
Alabama
$1.77M -$28.4K -618 -2%
DWM
66
Defined Wealth Management
Oregon
$1.63M +$1.61M +35,062 New
SOS
67
Silver Oak Securities
Tennessee
$1.63M +$1.6M +34,957 New
CW
68
CreativeOne Wealth
Kansas
$1.61M -$258K -5,633 -14%
GLA
69
Good Life Advisors
Pennsylvania
$1.55M +$364K +7,923 +31%
PFWA
70
Paces Ferry Wealth Advisors
Georgia
$1.52M +$1.5M +32,650 New
GM
71
GeoWealth Management
Illinois
$1.33M -$2.19M -47,829 -63%
Lazard Asset Management
72
Lazard Asset Management
New York
$1.22M -$154K -3,354 -11%
PA
73
PFG Advisors
Arizona
$1.16M +$1.14M +24,952 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$1.03M +$226K +4,932 +28%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$945K +$933K +20,324 New

OMFL Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2023, worth a combined $2.37B — up 19% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 11 closed out — a net gain of 30 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $118M.

  • 152 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $2.37B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2023 and 11 closed out, a net change of +30 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2023 was LPL Financial, an estimated $55.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.