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Invesco Russell 1000 Dynamic Multifactor ETF

260 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.77%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
38
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
76
KLR Investment Advisors
Rhode Island
$8.44M +$48.6K +935 +0.6%
JSW
77
Journey Strategic Wealth
New Jersey
$8.38M +$8.38M +151,810 New
SOS
78
Silver Oak Securities
Tennessee
$8.15M +$459K +8,311 +6%
BWM
79
BNC Wealth Management
Oregon
$7.76M +$704K +12,741 +10%
Stifel Financial
80
Stifel Financial
Missouri
$7M +$146K +2,642 +2%
SLWA
81
San Luis Wealth Advisors
California
$6.25M +$353K +6,400 +6%
CIA
82
Concurrent Investment Advisors
Florida
$5.98M +$1.6M +28,944 +36%
WPIC
83
White Pine Investment Company
Michigan
$5.97M +$2.11M +38,204 +55%
Cerity Partners
84
Cerity Partners
New York
$5.91M -$909K -16,467 -13%
CW
85
Channel Wealth
California
$5.73M +$1.26M +22,836 +28%
FF
86
Fox Financial
Pennsylvania
$5.68M -$15.4K -279 -0.3%
AWA
87
ARQ Wealth Advisors
Arizona
$5.6M +$487K +8,817 +10%
GAG
88
Goodman Advisory Group
Massachusetts
$5.33M -$298K -5,403 -5%
CAM
89
Cozad Asset Management
Illinois
$5.27M +$463K +8,391 +10%
LNC
90
Lincoln National Corp
Pennsylvania
$5.12M +$3.34M +60,501 +188%
MPW
91
Monterey Private Wealth
California
$5.05M -$314K -5,686 -6%
WIA
92
World Investment Advisors
California
$4.89M +$4.89M +88,507 New
LWM
93
Lionsbridge Wealth Management
Florida
$4.76M -$33.4K -605 -0.7%
JWBC
94
John W. Brooker & Co
California
$4.69M +$38.2K +692 +0.8%
WWA
95
WCG Wealth Advisors
Nevada
$4.37M -$543K -9,824 -11%
AWM
96
AE Wealth Management
Kansas
$4.37M +$2.56M +46,298 +141%
TBC
97
Ted Buchan & Co
California
$4.26M -$799K -14,463 -16%
SWP
98
Stratos Wealth Partners
Ohio
$4.17M -$4.06M -73,593 -49%
MFG
99
Merit Financial Group
Georgia
$3.96M -$6.27M -118,786 -61%
PFG
100
PAX Financial Group
Texas
$3.86M +$372K +6,741 +11%