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Invesco Russell 1000 Dynamic Multifactor ETF

261 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $4.64B → $5.25B (+$607M)

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

6% more funds holding

Funds holding: 246261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.57% less ownership

Funds ownership: 83.89%81.32% (-2.6%)

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.76%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
39
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
51
Baldwin Wealth Partners
Massachusetts
$17.2M +$1.86M +36,239 +13%
IWM
52
IHT Wealth Management
Illinois
$16.6M +$7.84M +152,457 +103%
DAS
53
Dynamic Advisor Solutions
Arizona
$15.5M +$198K +3,847 +1%
LFA
54
Longview Financial Advisors
Alabama
$14.7M +$209K +4,063 +2%
SAS
55
Sage Advisory Services
Texas
$14.7M +$6.23M +121,162 +84%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$14.5M +$11.6M +225,633 +609%
FEG
57
Financial Enhancement Group
Indiana
$13.7M -$185K -3,606 -1%
FD
58
Financial Designs
California
$12.9M -$279K -5,428 -2%
MCC
59
Money Concepts Capital
Florida
$12.4M -$536K -10,429 -4%
LAS
60
LWM Advisory Services
Florida
$12.3M -$11.7M -227,173 -51%
AC
61
Avestar Capital
New York
$12.2M +$5.56M +108,173 +96%
CAN
62
Cetera Advisor Networks
California
$12.1M -$84.2K -1,638 -0.7%
IWC
63
Integrated Wealth Concepts
Massachusetts
$12M +$840K +16,329 +8%
GIA
64
Gladstone Institutional Advisory
Florida
$11.6M -$354K -6,882 -3%
AWS
65
Atria Wealth Solutions
New York
$11.6M +$1.78M +34,512 +20%
APS
66
American Planning Services
Florida
$11.6M +$79.3K +1,542 +0.7%
RWA
67
Rooted Wealth Advisors
Illinois
$11.5M +$101K +1,959 +0.9%
TWP
68
Triad Wealth Partners
Kansas
$11.3M +$10.5M +204,361 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$10.8M +$10.1M +195,589 New
Comerica Bank
70
Comerica Bank
Texas
$10.6M +$3.73M +72,608 +61%
SMC
71
Smith, Moore & Co
Missouri
$10M +$119K +2,317 +1%
ACS
72
Archford Capital Strategies
Illinois
$9.86M +$1.53M +29,827 +20%
KAS
73
Kestra Advisory Services
Texas
$8.82M -$1.34K -26 -0%
FNT
74
First National Trust
Pennsylvania
$8.57M +$602K +11,701 +8%
EH
75
Equitable Holdings
New York
$8.46M -$450K -8,756 -5%

OMFL Hedge Fund Activity: Q1 2024 in Review

261 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2024, worth a combined $5.25B — up 13% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OMFL positions and 21 closed out — a net gain of 18 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Balentine LLC, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $176M.

  • 261 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2024, up from 246 in Q4 2023.
  • Funds reported $5.25B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 39 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2024 and 21 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2024 was Balentine LLC, an estimated $227M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2024 was Morgan Stanley, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2024.