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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
Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.27%
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
Shares
Change %
FEG
51
Financial Enhancement Group
Indiana
$10.8M +$301K +6,565 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$10.3M +$2.98M +65,033 +41%
GIA
53
Gladstone Institutional Advisory
Florida
$9.93M +$494K +10,780 +5%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$9.38M -$1.58M -34,394 -14%
MFG
55
Merit Financial Group
Georgia
$9.34M -$80.7K -1,760 -0.9%
APS
56
American Planning Services
Florida
$9.27M +$8.59M +187,441 +1,262%
RWA
57
Rooted Wealth Advisors
Illinois
$9.09M +$4.76M +100,496 +110%
SWP
58
Stratos Wealth Partners
Ohio
$8.8M +$2.74M +59,835 +45%
SMC
59
Smith, Moore & Co
Missouri
$8.76M +$362K +7,897 +4%
CAN
60
Cetera Advisor Networks
California
$8.48M +$4.5M +98,245 +113%
KAS
61
Kestra Advisory Services
Texas
$7.37M +$6.38M +139,087 +642%
Stifel Financial
62
Stifel Financial
Missouri
$7.16M +$3.97M +86,577 +124%
EH
63
Equitable Holdings
New York
$7.1M +$1.83M +40,018 +35%
FF
64
Fluent Financial
Texas
$6.95M -$150K -3,263 -2%
LNC
65
Lincoln National Corp
Pennsylvania
$6.8M +$594K +12,963 +10%
ACS
66
Archford Capital Strategies
Illinois
$6.54M +$96.7K +2,110 +2%
IWM
67
IHT Wealth Management
Illinois
$6.46M +$6.05M +131,985 +1,477%
SOS
68
Silver Oak Securities
Tennessee
$6.03M +$4.03M +87,821 +201%
GAG
69
Goodman Advisory Group
Massachusetts
$5.96M -$1.54M -33,639 -21%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$5.93M +$2.84M +61,996 +92%
AAS
71
Ameritas Advisory Services
Nebraska
$5.12M -$34K -749 -0.7%
SLWA
72
San Luis Wealth Advisors
California
$4.85M +$34.6K +754 +0.7%
MPW
73
Monterey Private Wealth
California
$4.5M -$7.75K -169 -0.2%
WWA
74
WCG Wealth Advisors
Nevada
$4.43M -$16.7K -363 -0.4%
TBC
75
Ted Buchan & Co
California
$4.22M -$9.58K -209 -0.2%