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Invesco Russell 1000 Dynamic Multifactor ETF

191 hedge funds and large institutions have $3.33B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

80% more funds holding in top 10

Funds holding in top 10: 1527 (+12)

40% more capital invested

Capital invested by funds: $2.37B → $3.33B (+$952M)

26% more funds holding

Funds holding: 152191 (+39)

9.82% less ownership

Funds ownership: 87.13%77.31% (-9.8%)

69% less call options, than puts

Call options by funds: $59K | Put options by funds: $191K

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
3%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.42%
New
51
Increased
96
Reduced
29
Closed
10
Calls
$59K
Puts
$191K
Net Calls
-$132K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
PFG Advisors
Arizona
$1.42M +$193K +4,076 +16%
Lazard Asset Management
102
Lazard Asset Management
New York
$1.29M
DWM
103
Denver Wealth Management
Colorado
$1.26M +$514K +10,839 +73%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.18M -$3.69M -77,932 -76%
Prudential Financial
105
Prudential Financial
New Jersey
$1.1M +$1.26M +26,502 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.1M +$6.92K +146 +0.7%
ST
107
Spinnaker Trust
Maine
$1.09M +$460K +9,706 +77%
TFS
108
Thoroughbred Financial Services
Tennessee
$1.08M +$451K +9,514 +76%
KAS
109
Kestra Advisory Services
Texas
$1.06M +$523K +11,040 +104%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$997K +$1.61K +34 +0.2%
SMG
111
Smart Money Group
Texas
$964K +$933K +19,682 New
SPIA
112
Steward Partners Investment Advisory
New York
$944K +$852K +17,965 +1,382%
HighTower Advisors
113
HighTower Advisors
Illinois
$929K +$178K +3,759 +25%
YIH
114
Y-Intercept (HK)
Hong Kong
$915K +$886K +18,691 New
PBO
115
Peoples Bank (Ohio)
Ohio
$906K +$75.3K +1,589 +9%
AAS
116
Avantax Advisory Services
Texas
$830K -$43.8K -924 -5%
NFG
117
Nations Financial Group
Iowa
$819K +$792K +16,711 New
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$797K +$198K +4,173 +34%
CW
119
Channel Wealth
California
$760K +$491K +10,366 +201%
PFG
120
PAX Financial Group
Texas
$743K +$719K +15,165 New
APS
121
American Planning Services
Florida
$727K +$40.3K +849 +6%
MCA
122
Magnolia Capital Advisors
Mississippi
$690K -$1.71K -36 -0.3%
AWA
123
Arete Wealth Advisors
Illinois
$637K +$616K +13,001 New
SPC
124
Sigma Planning Corp
Michigan
$616K +$596K +12,567 New
LCGC
125
Legacy Capital Group California
California
$532K +$515K +10,856 New

OMFL Hedge Fund Activity: Q2 2023 in Review

191 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2023, worth a combined $3.33B — up 40% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OMFL positions and 10 closed out — a net gain of 41 holders — while 96 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.5M. The largest seller was Invesco, cutting an estimated $20.8M.

  • 191 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $3.33B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2023 and 10 closed out, a net change of +41 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2023 was Ameriprise, an estimated $83.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2023 was Invesco, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.