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Invesco Russell 1000 Dynamic Multifactor ETF
OMFL

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: 246 → 261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 34 → 35 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
+$227M
2
Invesco
Invesco
Georgia
+$100M
3
Mariner
Mariner
Kansas
+$67.4M
4
CAL
Capital Analysts LLC
Pennsylvania
+$28.9M
5
SA
Stewardship Advisors
Pennsylvania
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
Wells Fargo
Wells Fargo
California
-$23.5M
3
AA
ACT Advisors
North Carolina
-$21.3M
4
AWM
Apollon Wealth Management
South Carolina
-$20M
5
CGL
Clarius Group LLC
Washington
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$3.81M -$46.7K -908 -1%
WWM
102
Western Wealth Management
Colorado
$3.78M -$1.1M -21,328 -24%
NFG
103
Nations Financial Group
Iowa
$3.69M +$134K +2,606 +4%
RPCA
104
Running Point Capital Advisors
California
$3.63M +$510K +9,914 +18%
OWA
105
ORBA Wealth Advisors
Illinois
$3.51M +$292K +5,671 +10%
AQR Capital Management
106
AQR Capital Management
Connecticut
$3.41M +$3.18M +61,777 New
CC
107
Callan Capital
California
$3.23M – – –
FF
108
Fluent Financial
Texas
$3.07M -$965K -18,772 -25%
ST
109
Spinnaker Trust
Maine
$2.97M +$1.3M +25,326 +89%
TCA
110
Transcend Capital Advisors
New Jersey
$2.97M +$110K +2,144 +4%
HA
111
Herold Advisors
New York
$2.91M -$200K -3,883 -7%
FA
112
FDx Advisors
Illinois
$2.9M +$1.31M +25,397 +94%
AWMS
113
Advocacy Wealth Management Services
Georgia
$2.87M +$1.54M +30,022 +137%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$2.86M +$692K +13,453 +35%
MWM
115
Mission Wealth Management
California
$2.76M +$2.57M +50,030 New
NA
116
NewEdge Advisors
Louisiana
$2.58M +$394K +7,654 +20%
EFS
117
Econ Financial Services
Pennsylvania
$2.58M -$944K -18,350 -28%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$2.57M -$54.3K -1,056 -2%
PA
119
PFG Advisors
Arizona
$2.42M +$256K +4,975 +13%
SPIA
120
Steward Partners Investment Advisory
New York
$2.29M +$97.5K +1,895 +5%
AF
121
Apollon Financial
South Carolina
$2.27M -$1.59M -30,837 -43%
AAS
122
Avantax Advisory Services
Texas
$2.27M -$66.3K -1,289 -3%
HighTower Advisors
123
HighTower Advisors
Illinois
$2.24M -$14K -273 -0.7%
DWM
124
Defined Wealth Management
Oregon
$2.19M -$3.34K -65 -0.2%
AWA
125
Arete Wealth Advisors
Illinois
$2.14M +$944K +18,349 +90%
3 4
5
6 7

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.