We are live on ! Find out more
OMFL icon

Invesco Russell 1000 Dynamic Multifactor ETF

191 hedge funds and large institutions have $3.33B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

40% more capital invested

Capital invested by funds: $2.37B → $3.33B (+$952M)

26% more funds holding

Funds holding: 152191 (+39)

9.82% less ownership

Funds ownership: 87.13%77.31% (-9.8%)

69% less call options, than puts

Call options by funds: $59K | Put options by funds: $191K

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
3%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.42%
New
51
Increased
96
Reduced
29
Closed
10
Calls
$59K
Puts
$191K
Net Calls
-$132K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
76
John W. Brooker & Co
California
$3.47M +$1.26M +26,522 +60%
IA
77
IFP Advisors
Florida
$3.43M +$175K +3,690 +6%
Stifel Financial
78
Stifel Financial
Missouri
$3.41M +$2.8M +58,985 +552%
LWM
79
Lionsbridge Wealth Management
Florida
$3.41M +$2.37M +49,947 +254%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$3.3M +$336K +7,089 +12%
FHA
81
Flagship Harbor Advisors
Massachusetts
$3.21M +$401K +8,453 +15%
CC
82
Callan Capital
California
$2.86M
HA
83
Herold Advisors
New York
$2.84M +$677K +14,283 +33%
RPGK
84
Retirement Planning Group (Kansas)
Kansas
$2.67M -$119K -2,516 -4%
WC
85
Waterloo Capital
Texas
$2.44M +$33.5K +707 +1%
TCA
86
Transcend Capital Advisors
New Jersey
$2.36M +$296K +6,253 +15%
WPIC
87
White Pine Investment Company
Michigan
$2.26M +$2.19M +46,160 New
GVAG
88
Great Valley Advisor Group
Delaware
$2.23M +$2.16M +45,478 New
RA
89
RFG Advisory
Alabama
$2.23M +$2.15M +45,450 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.18M +$1.89M +39,966 +862%
SOS
91
Silver Oak Securities
Tennessee
$2.14M +$418K +8,819 +25%
GLA
92
Good Life Advisors
Pennsylvania
$2.14M +$485K +10,221 +31%
SB
93
Strategic Blueprint
Georgia
$2.1M +$1.69M +35,751 +500%
AC
94
Apella Capital
Connecticut
$2.07M +$2M +42,291 New
Goldman Sachs
95
Goldman Sachs
New York
$1.98M +$1.92M +40,507 New
PFWA
96
Paces Ferry Wealth Advisors
Georgia
$1.92M +$307K +6,480 +20%
ACA
97
Aptus Capital Advisors
Alabama
$1.91M +$34.3K +723 +2%
DWM
98
Defined Wealth Management
Oregon
$1.86M +$136K +2,860 +8%
CW
99
CreativeOne Wealth
Kansas
$1.64M -$55.4K -1,168 -3%
FEM
100
Fulcrum Equity Management
Texas
$1.49M +$1.44M +30,354 New

OMFL Hedge Fund Activity: Q2 2023 in Review

191 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2023, worth a combined $3.33B — up 40% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OMFL positions and 10 closed out — a net gain of 41 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.5M. The largest seller was Invesco, cutting an estimated $20.8M.

  • 191 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $3.33B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2023 and 10 closed out, a net change of +41 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2023 was Ameriprise, an estimated $83.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2023 was Invesco, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.