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Invesco Russell 1000 Dynamic Multifactor ETF

287 hedge funds and large institutions have $4.98B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

10% more funds holding

Funds holding: 261287 (+26)

1.11% more ownership

Funds ownership: 81.32%82.43% (+1.1%)

5% less capital invested

Capital invested by funds: $5.25B → $4.98B (-$272M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
287
Holders Change
+26
Holders Change %
+9.96%
% of All Funds
4.14%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
48
Increased
99
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
51
Longview Financial Advisors
Alabama
$14.1M +$111K +2,081 +0.8%
FEG
52
Financial Enhancement Group
Indiana
$14M +$1.04M +19,577 +7%
MML Investors Services
53
MML Investors Services
Massachusetts
$13.6M -$4.07M -76,533 -23%
TWP
54
Triad Wealth Partners
Kansas
$12.7M +$1.99M +37,410 +18%
DAS
55
Dynamic Advisor Solutions
Arizona
$12.5M -$2.31M -43,439 -15%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$12.4M -$1.44M -27,081 -10%
FD
57
Financial Designs
California
$12.3M -$40.7K -767 -0.3%
RWA
58
Rooted Wealth Advisors
Illinois
$11.7M +$983K +18,510 +9%
MCC
59
Money Concepts Capital
Florida
$11.4M -$433K -8,148 -4%
LAS
60
LWM Advisory Services
Florida
$11.2M -$447K -8,422 -4%
Comerica Bank
61
Comerica Bank
Texas
$11M +$936K +17,627 +9%
IWC
62
Integrated Wealth Concepts
Massachusetts
$11M -$437K -8,222 -4%
GIA
63
Gladstone Institutional Advisory
Florida
$10.9M -$190K -3,571 -2%
AWS
64
Atria Wealth Solutions
New York
$10.3M -$756K -14,241 -7%
AC
65
Avestar Capital
New York
$10.2M -$1.37M -25,702 -12%
SMC
66
Smith, Moore & Co
Missouri
$9.82M +$285K +5,362 +3%
ACS
67
Archford Capital Strategies
Illinois
$9.69M +$322K +6,070 +3%
WLPWM
68
Walled Lake Planning & Wealth Management
Illinois
$9.42M +$9.54M +179,518 New
MIA
69
Milestone Investment Advisors
Wisconsin
$9.18M -$7.47M -140,593 -45%
BWM
70
BNC Wealth Management
Oregon
$9.14M +$1.79M +33,669 +24%
JSW
71
Journey Strategic Wealth
New Jersey
$8.94M +$988K +18,601 +12%
KAS
72
Kestra Advisory Services
Texas
$7.86M -$528K -9,938 -6%
SOS
73
Silver Oak Securities
Tennessee
$7.75M -$4.2K -79 -0.1%
EH
74
Equitable Holdings
New York
$7.7M -$352K -6,619 -4%
LFAS
75
Level Four Advisory Services
Texas
$7.66M +$7.75M +145,983 New

OMFL Hedge Fund Activity: Q2 2024 in Review

287 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2024, worth a combined $4.98B — down 5.2% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OMFL positions and 19 closed out — a net gain of 29 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $9.54M. The largest seller was Balentine LLC, cutting an estimated $155M.

  • 287 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $4.98B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 48 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2024 and 19 closed out, a net change of +29 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2024 was Walled Lake Planning & Wealth Management, an estimated $9.54M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2024 was Balentine LLC, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2024.