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Invesco Russell 1000 Dynamic Multifactor ETF

191 hedge funds and large institutions have $3.33B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

40% more capital invested

Capital invested by funds: $2.37B → $3.33B (+$952M)

26% more funds holding

Funds holding: 152191 (+39)

9.82% less ownership

Funds ownership: 87.13%77.31% (-9.8%)

69% less call options, than puts

Call options by funds: $59K | Put options by funds: $191K

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
3%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.42%
New
51
Increased
96
Reduced
29
Closed
10
Calls
$59K
Puts
$191K
Net Calls
-$132K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$10.1M +$1.33M +27,968 +16%
MFG
52
Merit Financial Group
Georgia
$10.1M +$183K +3,862 +2%
SMC
53
Smith, Moore & Co
Missouri
$8.97M +$8.68M +183,109 New
GAG
54
Goodman Advisory Group
Massachusetts
$8.01M +$7.75M +163,568 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$7.8M +$6.7M +141,312 +790%
Renaissance Technologies
56
Renaissance Technologies
New York
$7.68M +$3.45M +72,798 +87%
KIA
57
KLR Investment Advisors
Rhode Island
$7.62M +$7.38M +155,620 New
FF
58
Fluent Financial
Texas
$7.58M -$101K -2,135 -1%
ACS
59
Archford Capital Strategies
Illinois
$7.04M +$129K +2,727 +2%
LNC
60
Lincoln National Corp
Pennsylvania
$6.63M +$216K +4,559 +3%
SWP
61
Stratos Wealth Partners
Ohio
$6.47M +$3.35M +70,693 +115%
EH
62
Equitable Holdings
New York
$5.63M +$1.9M +40,160 +54%
AAS
63
Ameritas Advisory Services
Nebraska
$5.45M +$4.7M +99,138 +692%
SLWA
64
San Luis Wealth Advisors
California
$5.14M +$531K +11,203 +12%
SIM
65
Seaview Investment Managers
Florida
$5.12M +$4.95M +104,510 New
MPW
66
Monterey Private Wealth
California
$4.82M -$200K -4,223 -4%
WWA
67
WCG Wealth Advisors
Nevada
$4.75M +$2.21M +46,654 +93%
TBC
68
Ted Buchan & Co
California
$4.52M +$4.38M +92,331 New
RWA
69
Rooted Wealth Advisors
Illinois
$4.46M +$4.05M +85,511 +1,453%
CAN
70
Cetera Advisor Networks
California
$4.25M +$3.62M +76,260 +725%
BWM
71
BNC Wealth Management
Oregon
$4.2M +$3.17M +66,787 +352%
AWA
72
ARQ Wealth Advisors
Arizona
$4.1M +$3.74M +78,796 +1,584%
CAM
73
Cozad Asset Management
Illinois
$3.77M +$156K +3,286 +4%
SFG
74
Snider Financial Group
Washington
$3.66M +$39.5K +833 +1%
WWM
75
Western Wealth Management
Colorado
$3.59M +$2.7M +56,913 +348%

OMFL Hedge Fund Activity: Q2 2023 in Review

191 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2023, worth a combined $3.33B — up 40% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OMFL positions and 10 closed out — a net gain of 41 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.5M. The largest seller was Invesco, cutting an estimated $20.8M.

  • 191 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $3.33B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2023 and 10 closed out, a net change of +41 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2023 was Ameriprise, an estimated $83.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2023 was Invesco, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.