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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
BAM
126
Belpointe Asset Management
Nevada
$129K +$138 +3 +0.1%
FCA
127
Fortis Capital Advisors
Kansas
$129K +$138 +3 +0.1%
JP Morgan Chase
128
JP Morgan Chase
New York
$102K +$97.5K +2,124 +4,085%
IGWM
129
ICA Group Wealth Management
Colorado
$99.5K +$35.9K +782 +58%
GWM
130
Geneos Wealth Management
Colorado
$95.1K
Fidelity Investments
131
Fidelity Investments
Massachusetts
$67.6K +$18K +393 +37%
AF
132
Advisornet Financial
Minnesota
$67.5K +$51.8K +1,128 +348%
TFGT
133
TS Financial Group (TSFG)
Illinois
$66K -$48.8K -1,064 -43%
SPIA
134
Steward Partners Investment Advisory
New York
$60.4K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$32K +$12.2K +265 +63%
LFG
136
Larson Financial Group
Missouri
$29.5K +$29.1K +634 New
CFGS
137
Concourse Financial Group Securities
Alabama
$23.1K -$28.8K -628 -56%
PA
138
PSI Advisors
Florida
$18.2K -$5.55K -121 -24%
JWM
139
Janiczek Wealth Management
Colorado
$12.9K
NA
140
NewEdge Advisors
Louisiana
$12.8K
CIAS
141
Capital Investment Advisory Services
North Carolina
$11.7K +$46 +1 +0.4%
WP
142
WealthPLAN Partners
Nebraska
$11.3K +$11.2K +243 New
APC
143
Aspire Private Capital
North Carolina
$8.51K
SS
144
Sunbelt Securities
Texas
$6.74K +$6.75K +147 New
IWP
145
IAG Wealth Partners
Wisconsin
$5.53K +$5.46K +119 New
GA
146
GoalVest Advisory
New York
$4.32K +$4.27K +93 New
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.11K +46 New
Simplex Trading
148
Simplex Trading
Illinois
$2K +$2.25K +49 New
HI
149
Harbour Investments
Wisconsin
$1.58K +$1.56K +34 New
FFA
150
Farther Finance Advisors
California
$1.21K +$1.19K +26 New

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.