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Invesco Russell 1000 Dynamic Multifactor ETF

152 hedge funds and large institutions have $2.37B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more funds holding

Funds holding: 124152 (+28)

19% more capital invested

Capital invested by funds: $1.99B → $2.37B (+$385M)

4.19% less ownership

Funds ownership: 91.32%87.13% (-4.2%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.42%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
41
Increased
66
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lionsbridge Wealth Management
Florida
$913K +$901K +19,645 New
BWM
77
BNC Wealth Management
Oregon
$882K +$870K +18,967 New
AAS
78
Avantax Advisory Services
Texas
$831K -$143K -3,110 -15%
IA
79
Insight Advisors
Pennsylvania
$798K -$88.6K -1,930 -10%
PBO
80
Peoples Bank (Ohio)
Ohio
$786K +$775K +16,901 New
WWM
81
Western Wealth Management
Colorado
$761K +$271K +5,902 +56%
HighTower Advisors
82
HighTower Advisors
Illinois
$708K +$700K +15,265 New
DWM
83
Denver Wealth Management
Colorado
$689K +$42.8K +933 +7%
AAS
84
Ameritas Advisory Services
Nebraska
$679K +$386K +8,422 +143%
MCA
85
Magnolia Capital Advisors
Mississippi
$656K +$95.1K +2,073 +17%
APS
86
American Planning Services
Florida
$651K -$7.33M -159,710 -92%
CRI
87
Colonial River Investments
Virginia
$631K -$642K -13,986 -51%
PIA
88
Pinion Investment Advisors
Kansas
$620K -$26.6K -580 -4%
ST
89
Spinnaker Trust
Maine
$587K -$28.2M -614,754 -98%
TFS
90
Thoroughbred Financial Services
Tennessee
$585K +$321 +7 +0.1%
DIA
91
Dana Investment Advisors
Wisconsin
$581K +$574K +12,503 New
PWM
92
Prosperity Wealth Management
California
$579K +$571K +12,446 New
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$563K +$56.7K +1,236 +11%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$524K +$154K +3,350 +42%
Stifel Financial
95
Stifel Financial
Missouri
$496K +$490K +10,679 New
KAS
96
Kestra Advisory Services
Texas
$494K -$6.29M -137,186 -93%
CAN
97
Cetera Advisor Networks
California
$489K +$482K +10,515 New
TRCT
98
Tower Research Capital (TRC)
New York
$465K +$327K +7,117 +247%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$451K +$428K +9,323 +2,486%
SW
100
SVB Wealth
Massachusetts
$439K -$725K -15,790 -63%

OMFL Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2023, worth a combined $2.37B — up 19% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 11 closed out — a net gain of 30 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $118M.

  • 152 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $2.37B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2023 and 11 closed out, a net change of +30 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2023 was LPL Financial, an estimated $55.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.