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Invesco Russell 1000 Dynamic Multifactor ETF

205 hedge funds and large institutions have $3.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

7% more funds holding

Funds holding: 191205 (+14)

6% more capital invested

Capital invested by funds: $3.33B → $3.54B (+$210M)

0.17% more ownership

Funds ownership: 77.31%77.47% (+0.17%)

9% less call options, than puts

Call options by funds: $50K | Put options by funds: $55K

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
40
Increased
102
Reduced
49
Closed
22
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
51
Financial Enhancement Group
Indiana
$10.8M +$319K +6,565 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$10.3M +$3.16M +65,033 +41%
GIA
53
Gladstone Institutional Advisory
Florida
$9.93M +$523K +10,780 +5%
JP Morgan Chase
54
JP Morgan Chase
New York
$9.38M -$1.67M -34,394 -14%
MFG
55
Merit Financial Group
Georgia
$9.34M -$85.4K -1,760 -0.9%
APS
56
American Planning Services
Florida
$9.27M +$9.1M +187,441 +1,262%
RWA
57
Rooted Wealth Advisors
Illinois
$9.09M +$4.88M +100,496 +110%
SWP
58
Stratos Wealth Partners
Ohio
$8.8M +$2.9M +59,835 +45%
SMC
59
Smith, Moore & Co
Missouri
$8.76M +$383K +7,897 +4%
CAN
60
Cetera Advisor Networks
California
$8.48M +$4.77M +98,245 +113%
KAS
61
Kestra Advisory Services
Texas
$7.37M +$6.75M +139,087 +642%
Stifel Financial
62
Stifel Financial
Missouri
$7.16M +$4.2M +86,577 +124%
EH
63
Equitable Holdings
New York
$7.1M +$1.94M +40,018 +35%
FF
64
Fluent Financial
Texas
$6.95M -$158K -3,263 -2%
LNC
65
Lincoln National Corp
Pennsylvania
$6.8M +$629K +12,963 +10%
ACS
66
Archford Capital Strategies
Illinois
$6.54M +$102K +2,110 +2%
IWM
67
IHT Wealth Management
Illinois
$6.46M +$6.41M +131,985 +1,477%
SOS
68
Silver Oak Securities
Tennessee
$6.03M +$4.26M +87,821 +201%
GAG
69
Goodman Advisory Group
Massachusetts
$5.96M -$1.63M -33,639 -21%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$5.93M +$3.01M +61,996 +92%
AAS
71
Ameritas Advisory Services
Nebraska
$5.12M -$36.4K -749 -0.7%
SLWA
72
San Luis Wealth Advisors
California
$4.85M +$36.6K +754 +0.7%
MPW
73
Monterey Private Wealth
California
$4.5M -$8.2K -169 -0.2%
WWA
74
WCG Wealth Advisors
Nevada
$4.43M -$17.6K -363 -0.4%
TBC
75
Ted Buchan & Co
California
$4.22M -$10.1K -209 -0.2%

OMFL Hedge Fund Activity: Q3 2023 in Review

205 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2023, worth a combined $3.54B — up 6.3% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OMFL positions and 22 closed out — a net gain of 18 holders — while 102 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $89.6M. The largest seller was Avestar Capital, cutting an estimated $11.9M.

  • 205 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2023, up from 191 in Q2 2023.
  • Funds reported $3.54B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 40 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2023 and 22 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $89.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2023 was Avestar Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.