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Invesco Russell 1000 Dynamic Multifactor ETF

260 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 38 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.77%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
38
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
51
Baldwin Wealth Partners
Massachusetts
$17.2M +$2M +36,239 +13%
IWM
52
IHT Wealth Management
Illinois
$16.6M +$8.42M +152,457 +103%
DAS
53
Dynamic Advisor Solutions
Arizona
$15.5M +$212K +3,847 +1%
LFA
54
Longview Financial Advisors
Alabama
$14.7M +$224K +4,063 +2%
SAS
55
Sage Advisory Services
Texas
$14.7M +$6.69M +121,162 +84%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$14.5M +$12.5M +225,633 +609%
FEG
57
Financial Enhancement Group
Indiana
$13.7M -$188K -3,606 -1%
FD
58
Financial Designs
California
$12.9M -$300K -5,428 -2%
MCC
59
Money Concepts Capital
Florida
$12.4M -$576K -10,429 -4%
LAS
60
LWM Advisory Services
Florida
$12.3M -$12.5M -227,173 -51%
AC
61
Avestar Capital
New York
$12.2M +$5.97M +108,173 +96%
CAN
62
Cetera Advisor Networks
California
$12.1M -$90.5K -1,638 -0.7%
IWC
63
Integrated Wealth Concepts
Massachusetts
$12M +$902K +16,329 +8%
GIA
64
Gladstone Institutional Advisory
Florida
$11.6M -$380K -6,882 -3%
AWS
65
Atria Wealth Solutions
New York
$11.6M +$1.91M +34,512 +20%
APS
66
American Planning Services
Florida
$11.6M +$85.2K +1,542 +0.7%
RWA
67
Rooted Wealth Advisors
Illinois
$11.5M +$106K +1,959 +0.9%
TWP
68
Triad Wealth Partners
Kansas
$11.3M +$11.3M +204,361 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$10.8M +$10.8M +195,589 New
Comerica Bank
70
Comerica Bank
Texas
$10.6M +$4.01M +72,608 +61%
SMC
71
Smith, Moore & Co
Missouri
$10M +$128K +2,317 +1%
ACS
72
Archford Capital Strategies
Illinois
$9.86M +$1.65M +29,827 +20%
KAS
73
Kestra Advisory Services
Texas
$8.82M -$1.44K -26 -0%
FNT
74
First National Trust
Pennsylvania
$8.57M +$646K +11,701 +8%
EH
75
Equitable Holdings
New York
$8.46M -$484K -8,756 -5%