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Invesco Russell 1000 Dynamic Multifactor ETF

152 hedge funds and large institutions have $2.37B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more funds holding

Funds holding: 124152 (+28)

19% more capital invested

Capital invested by funds: $1.99B → $2.37B (+$385M)

4.19% less ownership

Funds ownership: 91.32%87.13% (-4.2%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.42%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
41
Increased
66
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$412K +$34.4K +749 +9%
AWS
102
Atria Wealth Solutions
New York
$402K +$1.05K +23 +0.3%
GWSG
103
GPS Wealth Strategies Group
Colorado
$383K -$912K -19,884 -71%
JWCA
104
J.W. Cole Advisors
Florida
$353K +$348K +7,595 New
ES
105
ETF Store
Kansas
$347K +$338K +7,359 New
NCM
106
NCM Capital Management
New Jersey
$339K
SB
107
Strategic Blueprint
Georgia
$333K -$2.34K -51 -0.7%
BP
108
Ballentine Partners
Massachusetts
$317K +$313K +6,819 New
VAS
109
Vestmark Advisory Solutions
Massachusetts
$308K -$151K -3,301 -33%
ASN
110
Advisory Services Network
Georgia
$294K +$291K +6,334 New
PTC
111
Private Trust Company
Ohio
$283K +$20.7K +451 +8%
RWA
112
Rooted Wealth Advisors
Illinois
$279K +$270K +5,884 New
GRP
113
Global Retirement Partners
California
$271K +$5.6K +122 +2%
IAIM
114
Industrial Alliance Investment Management
Quebec, Canada
$269K -$7.66K -167 -3%
RWMG
115
Redwood Wealth Management Group
New Jersey
$259K -$2.06K -45 -0.8%
MSAM
116
Moloney Securities Asset Management
Missouri
$255K +$2.43K +53 +1%
CW
117
Channel Wealth
California
$239K +$236K +5,151 New
AWA
118
ARQ Wealth Advisors
Arizona
$231K +$228K +4,973 New
RSWM
119
Robertson Stephens Wealth Management
California
$224K +$221K +4,825 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$218K +$138 +3 +0.1%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$216K +$213K +4,637 New
CCG
122
Cypress Capital Group
Florida
$201K +$199K +4,332 New
AssetMark Inc
123
AssetMark Inc
California
$164K +$62.4K +1,361 +63%
BlackRock
124
BlackRock
New York
$155K -$19.7K -430 -11%
CAL
125
Capital Advisors Ltd
Ohio
$154K

OMFL Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2023, worth a combined $2.37B — up 19% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 11 closed out — a net gain of 30 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $118M.

  • 152 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $2.37B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2023 and 11 closed out, a net change of +30 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2023 was LPL Financial, an estimated $55.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.