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Invesco Russell 1000 Dynamic Multifactor ETF

205 hedge funds and large institutions have $3.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

7% more funds holding

Funds holding: 191205 (+14)

6% more capital invested

Capital invested by funds: $3.33B → $3.54B (+$210M)

0.17% more ownership

Funds ownership: 77.31%77.47% (+0.17%)

9% less call options, than puts

Call options by funds: $50K | Put options by funds: $55K

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
40
Increased
102
Reduced
49
Closed
22
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Avestar Capital
New York
$4.16M -$11.9M -245,367 -73%
BWM
77
BNC Wealth Management
Oregon
$4.09M +$173K +3,570 +4%
FNT
78
First National Trust
Pennsylvania
$3.93M +$4.16M +85,657 New
AWA
79
ARQ Wealth Advisors
Arizona
$3.93M +$91.5K +1,886 +2%
WWM
80
Western Wealth Management
Colorado
$3.78M +$441K +9,080 +12%
JWBC
81
John W. Brooker & Co
California
$3.76M +$546K +11,242 +16%
CAM
82
Cozad Asset Management
Illinois
$3.54M +$12.8K +263 +0.3%
SFG
83
Snider Financial Group
Washington
$3.43M +$4.13K +85 +0.1%
CPC
84
Consolidated Planning Corp
Georgia
$3.34M +$3.54M +72,863 New
FHA
85
Flagship Harbor Advisors
Massachusetts
$3.17M +$175K +3,613 +6%
LWM
86
Lionsbridge Wealth Management
Florida
$3.09M -$102K -2,106 -3%
IA
87
IFP Advisors
Florida
$3.09M -$128K -2,646 -4%
SIM
88
Seaview Investment Managers
Florida
$3.07M -$1.82M -37,452 -36%
Jane Street
89
Jane Street
New York
$3.03M +$3.21M +66,163 New
EFS
90
Econ Financial Services
Pennsylvania
$2.94M +$2.84M +58,552 +1,047%
CW
91
Channel Wealth
California
$2.74M +$2.14M +44,179 +285%
CC
92
Callan Capital
California
$2.68M
HA
93
Herold Advisors
New York
$2.57M -$92.4K -1,903 -3%
WPIC
94
White Pine Investment Company
Michigan
$2.53M +$441K +9,079 +20%
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$2.49M -$9.37K -193 -0.4%
TCA
96
Transcend Capital Advisors
New Jersey
$2.25M +$49K +1,010 +2%
SB
97
Strategic Blueprint
Georgia
$2.11M +$152K +3,128 +7%
GLA
98
Good Life Advisors
Pennsylvania
$2.01M +$11.3K +233 +0.5%
FHC
99
First Heartland Consultants
Missouri
$2M +$1.84M +38,002 +673%
AC
100
Apella Capital
Connecticut
$1.92M -$17K -350 -0.8%

OMFL Hedge Fund Activity: Q3 2023 in Review

205 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2023, worth a combined $3.54B — up 6.3% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OMFL positions and 22 closed out — a net gain of 18 holders — while 102 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $89.6M. The largest seller was Avestar Capital, cutting an estimated $11.9M.

  • 205 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2023, up from 191 in Q2 2023.
  • Funds reported $3.54B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 40 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2023 and 22 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $89.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2023 was Avestar Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.