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Invesco Russell 1000 Dynamic Multifactor ETF

124 hedge funds and large institutions have $1.99B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

29% more capital invested

Capital invested by funds: $1.54B → $1.99B (+$452M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

9% more funds holding

Funds holding: 114124 (+10)

5.69% more ownership

Funds ownership: 85.62%91.32% (+5.7%)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
23
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$119K +$171 +4 +0.1%
FCA
102
Fortis Capital Advisors
Kansas
$119K +$118K +2,774 New
Wells Fargo
103
Wells Fargo
California
$107K +$23.2K +543 +28%
TFGT
104
TS Financial Group (TSFG)
Illinois
$107K
AssetMark Inc
105
AssetMark Inc
California
$92.8K +$92.2K +2,160 New
GWM
106
Geneos Wealth Management
Colorado
$87.8K
IGWM
107
ICA Group Wealth Management
Colorado
$58.3K +$58K +1,358 New
SPIA
108
Steward Partners Investment Advisory
New York
$55.8K
CFGS
109
Concourse Financial Group Securities
Alabama
$48.3K +$3.37K +79 +8%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$45.6K -$39K -915 -46%
PA
111
PSI Advisors
Florida
$22K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$18.2K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$16.1K
AF
114
Advisornet Financial
Minnesota
$13.9K -$4.35K -102 -24%
JWM
115
Janiczek Wealth Management
Colorado
$12.4K +$1.49K +35 +15%
CIAS
116
Capital Investment Advisory Services
North Carolina
$10.8K -$8.62K -202 -45%
CA
117
CoreCap Advisors
Michigan
$9.23K +$9.18K +215 New
FA
118
Fiduciary Alliance
South Carolina
$8.8K +$8.75K +205 New
APC
119
Aspire Private Capital
North Carolina
$7.86K -$5.46K -128 -41%
S
120
SignatureFD
Georgia
$6.56K +$6.53K +153 New
ADL
121
Asset Dedication LLC
California
$6K +$6.06K +142 New
JP Morgan Chase
122
JP Morgan Chase
New York
$2K +$2.22K +52 New
BWL
123
Bogart Wealth LLC
Virginia
$730
NA
124
NewEdge Advisors
Louisiana
$12 +$11.7K +275 New
Goldman Sachs
125
Goldman Sachs
New York
-$38.6M -987,639 Closed

OMFL Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2022, worth a combined $1.99B — up 29% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OMFL positions and 9 closed out — a net gain of 14 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $135M. The largest seller was Invesco, cutting an estimated $47.9M.

  • 124 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $1.99B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2022 and 9 closed out, a net change of +14 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2022 was HBK Sorce Advisory, an estimated $135M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2022 was Invesco, an estimated $47.9M sold.

Based on aggregated 13F filings for Q4 2022.