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Invesco Russell 1000 Dynamic Multifactor ETF

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 2534 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205246 (+41)

6.41% more ownership

Funds ownership: 77.47%83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
51
Longview Financial Advisors
Alabama
$13.5M +$12.3M +261,694 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$13.1M +$1.4M +29,718 +13%
FEG
53
Financial Enhancement Group
Indiana
$13M +$1.41M +29,930 +13%
Mariner
54
Mariner
Kansas
$12.4M -$17M -361,134 -60%
FD
55
Financial Designs
California
$12.3M +$11.3M +239,728 New
MCC
56
Money Concepts Capital
Florida
$12.1M -$771K -16,346 -6%
CAN
57
Cetera Advisor Networks
California
$11.3M +$1.64M +34,855 +19%
GIA
58
Gladstone Institutional Advisory
Florida
$11.2M +$42.2K +894 +0.4%
APS
59
American Planning Services
Florida
$10.7M +$283K +5,988 +3%
RWA
60
Rooted Wealth Advisors
Illinois
$10.5M +$856K +18,148 +9%
IWC
61
Integrated Wealth Concepts
Massachusetts
$10.3M +$8.17M +173,116 +615%
MFG
62
Merit Financial Group
Georgia
$9.96M -$471K -9,990 -5%
SMC
63
Smith, Moore & Co
Missouri
$9.23M -$544K -11,524 -6%
AWS
64
Atria Wealth Solutions
New York
$9.02M +$7.85M +166,284 +1,797%
EH
65
Equitable Holdings
New York
$8.33M +$336K +7,129 +5%
KIA
66
KLR Investment Advisors
Rhode Island
$8.29M +$7.61M +161,343 New
KAS
67
Kestra Advisory Services
Texas
$8.21M -$49.2K -1,043 -0.6%
SWP
68
Stratos Wealth Partners
Ohio
$7.66M -$2.02M -42,854 -22%
ACS
69
Archford Capital Strategies
Illinois
$7.65M +$287K +6,079 +4%
IWM
70
IHT Wealth Management
Illinois
$7.6M +$329K +6,968 +5%
SAS
71
Sage Advisory Services
Texas
$7.42M +$6.81M +144,377 New
FNT
72
First National Trust
Pennsylvania
$7.38M +$2.73M +57,805 +67%
SOS
73
Silver Oak Securities
Tennessee
$7.16M +$365K +7,730 +6%
BWM
74
BNC Wealth Management
Oregon
$6.57M +$1.81M +38,467 +43%
Stifel Financial
75
Stifel Financial
Missouri
$6.38M -$1.52M -32,205 -21%

OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.