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Invesco Russell 1000 Dynamic Multifactor ETF
OMFL

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 25 → 34 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205 → 246 (+41)

6.41% more ownership

Funds ownership: 77.47% → 83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$277M
2
BL
Balentine LLC
Georgia
+$152M
3
Invesco
Invesco
Georgia
+$82.6M
4
UBS Group
UBS Group
Switzerland
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$43.6M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$64M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$42.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$40.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
-$31.3M
5
IDA
Intelligence Driven Advisers
California
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
101
ORBA Wealth Advisors
Illinois
$2.98M +$2.73M +57,874 New
HA
102
Herold Advisors
New York
$2.91M +$29.7K +629 +1%
RPCA
103
Running Point Capital Advisors
California
$2.87M +$2.63M +55,746 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$2.83M +$2.6M +55,131 New
TCA
105
Transcend Capital Advisors
New Jersey
$2.65M +$117K +2,485 +5%
RPGK
106
Retirement Planning Group (Kansas)
Kansas
$2.44M -$317K -6,714 -12%
GLA
107
Good Life Advisors
Pennsylvania
$2.41M +$140K +2,957 +7%
FHC
108
First Heartland Consultants
Missouri
$2.31M +$57.1K +1,211 +3%
IDA
109
Intelligence Driven Advisers
California
$2.21M -$27.5M -582,219 -93%
AAS
110
Avantax Advisory Services
Texas
$2.18M +$1.39M +29,359 +226%
HighTower Advisors
111
HighTower Advisors
Illinois
$2.1M +$581K +12,310 +43%
DWM
112
Defined Wealth Management
Oregon
$2.04M +$14.2K +302 +0.8%
SPIA
113
Steward Partners Investment Advisory
New York
$2.03M +$934K +19,791 +100%
PA
114
PFG Advisors
Arizona
$1.99M +$13.1K +278 +0.7%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.97M +$889K +18,847 +97%
NA
116
NewEdge Advisors
Louisiana
$1.96M +$103K +2,174 +6%
USWIA
117
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.95M +$1.79M +37,922 New
PFWA
118
Paces Ferry Wealth Advisors
Georgia
$1.94M -$22.9K -486 -1%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.91M +$810K +17,167 +86%
SB
120
Strategic Blueprint
Georgia
$1.89M -$436K -9,239 -20%
AC
121
Apella Capital
Connecticut
$1.85M -$231K -4,895 -12%
VR
122
Valued Retirements
Texas
$1.83M +$1.68M +35,678 New
FFN
123
Focus Financial Network
Minnesota
$1.83M +$1.68M +35,528 New
CAL
124
Capital Analysts LLC
Pennsylvania
$1.67M +$18.2K +386 +1%
AWM
125
AE Wealth Management
Kansas
$1.66M +$1.05M +22,299 +211%
3 4
5
6 7

OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.