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Invesco Russell 1000 Dynamic Multifactor ETF

261 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 39 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $4.64B → $5.25B (+$607M)

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

6% more funds holding

Funds holding: 246261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.57% less ownership

Funds ownership: 83.89%81.32% (-2.6%)

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
3.76%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
39
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
76
KLR Investment Advisors
Rhode Island
$8.44M +$48.1K +935 +0.6%
JSW
77
Journey Strategic Wealth
New Jersey
$8.38M +$7.81M +151,810 New
SOS
78
Silver Oak Securities
Tennessee
$8.15M +$427K +8,311 +6%
BWM
79
BNC Wealth Management
Oregon
$7.76M +$655K +12,741 +10%
Stifel Financial
80
Stifel Financial
Missouri
$7M +$136K +2,642 +2%
SLWA
81
San Luis Wealth Advisors
California
$6.25M +$329K +6,400 +6%
CIA
82
Concurrent Investment Advisors
Florida
$5.98M +$1.49M +28,944 +36%
WPIC
83
White Pine Investment Company
Michigan
$5.97M +$1.96M +38,204 +55%
Cerity Partners
84
Cerity Partners
New York
$5.91M -$847K -16,467 -13%
CW
85
Channel Wealth
California
$5.73M +$1.17M +22,836 +28%
FF
86
Fox Financial
Pennsylvania
$5.68M -$14.3K -279 -0.3%
AWA
87
ARQ Wealth Advisors
Arizona
$5.6M +$453K +8,817 +10%
GAG
88
Goodman Advisory Group
Massachusetts
$5.33M -$278K -5,403 -5%
CAM
89
Cozad Asset Management
Illinois
$5.27M +$432K +8,391 +10%
LNC
90
Lincoln National Corp
Pennsylvania
$5.12M +$3.11M +60,501 +188%
MPW
91
Monterey Private Wealth
California
$5.05M -$292K -5,686 -6%
WIA
92
World Investment Advisors
California
$4.89M +$4.55M +88,507 New
LWM
93
Lionsbridge Wealth Management
Florida
$4.76M -$31.1K -605 -0.7%
JWBC
94
John W. Brooker & Co
California
$4.69M +$35.6K +692 +0.8%
WWA
95
WCG Wealth Advisors
Nevada
$4.37M -$505K -9,824 -11%
AWM
96
AE Wealth Management
Kansas
$4.37M +$2.38M +46,298 +141%
TBC
97
Ted Buchan & Co
California
$4.26M -$744K -14,463 -16%
SWP
98
Stratos Wealth Partners
Ohio
$4.17M -$3.78M -73,593 -49%
MFG
99
Merit Financial Group
Georgia
$3.96M -$6.11M -118,786 -61%
PFG
100
PAX Financial Group
Texas
$3.86M +$347K +6,741 +11%

OMFL Hedge Fund Activity: Q1 2024 in Review

261 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2024, worth a combined $5.25B — up 13% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OMFL positions and 21 closed out — a net gain of 18 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Balentine LLC, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $176M.

  • 261 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2024, up from 246 in Q4 2023.
  • Funds reported $5.25B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 39 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2024 and 21 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2024 was Balentine LLC, an estimated $227M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2024 was Morgan Stanley, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2024.