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Invesco Russell 1000 Dynamic Multifactor ETF

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 2534 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205246 (+41)

6.41% more ownership

Funds ownership: 77.47%83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$6.34M -$64M -1,357,303 -92%
Comerica Bank
77
Comerica Bank
Texas
$6.16M +$4.55M +96,504 +415%
AC
78
Avestar Capital
New York
$5.77M +$1.01M +21,484 +24%
SLWA
79
San Luis Wealth Advisors
California
$5.49M +$51.9K +1,099 +1%
FF
80
Fox Financial
Pennsylvania
$5.3M +$4.86M +103,051 New
GAG
81
Goodman Advisory Group
Massachusetts
$5.24M -$1.32M -28,070 -22%
MPW
82
Monterey Private Wealth
California
$5M -$48.9K -1,036 -1%
AWA
83
ARQ Wealth Advisors
Arizona
$4.76M +$329K +6,963 +8%
TBC
84
Ted Buchan & Co
California
$4.71M -$25.6K -543 -0.6%
WWM
85
Western Wealth Management
Colorado
$4.62M +$354K +7,493 +9%
WWA
86
WCG Wealth Advisors
Nevada
$4.58M -$357K -7,570 -8%
CAM
87
Cozad Asset Management
Illinois
$4.47M +$455K +9,653 +12%
LWM
88
Lionsbridge Wealth Management
Florida
$4.46M +$911K +19,307 +29%
JWBC
89
John W. Brooker & Co
California
$4.33M +$104K +2,211 +3%
CW
90
Channel Wealth
California
$4.16M +$1M +21,246 +36%
CIA
91
Concurrent Investment Advisors
Florida
$4.08M +$3.74M +79,316 New
SFG
92
Snider Financial Group
Washington
$3.89M +$41.5K +879 +1%
FF
93
Fluent Financial
Texas
$3.83M -$3.64M -77,163 -51%
AF
94
Apollon Financial
South Carolina
$3.7M +$3.4M +72,007 New
IA
95
IFP Advisors
Florida
$3.59M +$120K +2,550 +4%
WPIC
96
White Pine Investment Company
Michigan
$3.59M +$692K +14,666 +27%
EFS
97
Econ Financial Services
Pennsylvania
$3.34M +$39.4K +835 +1%
NFG
98
Nations Financial Group
Iowa
$3.3M +$2.21M +46,841 +271%
PFG
99
PAX Financial Group
Texas
$3.18M +$2.04M +43,172 +216%
CC
100
Callan Capital
California
$3M

OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.