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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$2.32M +$213K +3,903 +10%
GM
102
GeoWealth Management
Illinois
$2.32M -$901K -16,551 -28%
EFG
103
Elios Financial Group
Ohio
$2.32M -$179K -3,283 -7%
HighTower Advisors
104
HighTower Advisors
Illinois
$2.3M +$263K +4,822 +13%
CRI
105
Colonial River Investments
Virginia
$2.29M +$250K +4,581 +12%
AWM
106
Apollon Wealth Management
South Carolina
$2.26M -$1.34M -24,688 -37%
DWM
107
Defined Wealth Management
Oregon
$2.23M -$3.32K -61 -0.1%
TRCT
108
Tower Research Capital (TRC)
New York
$2.22M -$1.09M -19,971 -33%
AAS
109
Avantax Advisory Services
Texas
$2.18M +$698K +12,810 +47%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$2.12M +$303K +5,556 +17%
FNT
111
First National Trust
Pennsylvania
$2.05M -$159K -2,912 -7%
LWM
112
Lionsbridge Wealth Management
Florida
$2.03M -$140K -2,577 -6%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.96M -$226K -4,152 -10%
VR
114
Valued Retirements
Texas
$1.93M
LWMI
115
Landmark Wealth Management (Illinois)
Illinois
$1.87M -$202K -3,707 -10%
WWM
116
Western Wealth Management
Colorado
$1.87M -$493K -9,054 -21%
FGA
117
Fortis Group Advisors
New Jersey
$1.86M +$260K +4,774 +16%
AC
118
Apella Capital
Connecticut
$1.83M -$113K -2,071 -6%
FTUS
119
Flow Traders U.S.
New York
$1.75M +$174K +3,195 +11%
FWM
120
Foguth Wealth Management
Michigan
$1.71M +$625K +11,484 +61%
CIA
121
Concurrent Investment Advisors
Florida
$1.62M -$2.09M -38,367 -56%
ALA
122
Atlas Legacy Advisors
California
$1.56M +$1.57M +28,741 New
SP
123
Sequent Planning
Nebraska
$1.48M -$67.7K -1,243 -4%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$1.45M -$13.1K -240 -0.9%
WSFS
125
Wilmington Savings Fund Society
Delaware
$1.42M -$1.42M -26,125 -50%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.