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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$11.4M -$600K -11,010 -5%
JP Morgan Chase
52
JP Morgan Chase
New York
$11M -$8M -146,891 -42%
Goldman Sachs
53
Goldman Sachs
New York
$10.6M -$3.4M -62,501 -24%
PIA
54
Perennial Investment Advisors
California
$10.4M -$8.08M -148,277 -44%
ACS
55
Archford Capital Strategies
Illinois
$10.2M -$379K -6,958 -4%
ATS
56
Ashton Thomas Securities
New York
$9.82M +$571K +10,476 +6%
GIA
57
Gladstone Institutional Advisory
Florida
$9.77M -$329K -6,041 -3%
SWIA
58
Solano Wealth Investment Advisors
California
$8.82M +$8.86M +162,715 New
MCC
59
Money Concepts Capital
Florida
$8.8M -$1.47M -26,938 -14%
SOS
60
Silver Oak Securities
Tennessee
$7.46M -$618K -11,348 -8%
SLWA
61
San Luis Wealth Advisors
California
$7.33M -$110K -2,023 -1%
MOS
62
MGO One Seven
Ohio
$6.58M -$45.8K -841 -0.7%
WPIC
63
White Pine Investment Company
Michigan
$6.55M -$226K -4,157 -3%
PFG
64
PAX Financial Group
Texas
$6.34M +$66.2K +1,216 +1%
Stifel Financial
65
Stifel Financial
Missouri
$5.72M -$275K -5,045 -5%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$5.48M -$4.23M -77,671 -43%
AC
67
Avestar Capital
New York
$5.3M -$4.06M -74,593 -43%
GAG
68
Goodman Advisory Group
Massachusetts
$4.94M +$60.8K +1,116 +1%
CAG
69
Centerpoint Advisory Group
Kansas
$4.86M +$4.88M +89,679 New
AFP
70
Ausdal Financial Partners
Iowa
$4.76M +$728K +13,367 +18%
P
71
&Partners
Tennessee
$4.71M +$891K +16,364 +23%
MML Investors Services
72
MML Investors Services
Massachusetts
$4.58M -$447K -8,204 -9%
RWA
73
Rooted Wealth Advisors
Illinois
$4.52M -$11.1M -203,617 -71%
AWA
74
Arete Wealth Advisors
Illinois
$4.35M +$1.8M +32,982 +70%
EH
75
Equitable Holdings
New York
$4.23M -$1.13M -20,794 -21%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.