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Invesco Russell 1000 Dynamic Multifactor ETF

205 hedge funds and large institutions have $3.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

7% more funds holding

Funds holding: 191205 (+14)

6% more capital invested

Capital invested by funds: $3.33B → $3.54B (+$210M)

0.17% more ownership

Funds ownership: 77.31%77.47% (+0.17%)

9% less call options, than puts

Call options by funds: $50K | Put options by funds: $55K

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
40
Increased
102
Reduced
49
Closed
22
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
126
Peoples Bank (Ohio)
Ohio
$834K -$14.7K -302 -2%
NFG
127
Nations Financial Group
Iowa
$792K +$27.4K +564 +3%
TRCT
128
Tower Research Capital (TRC)
New York
$762K +$806K +16,617 New
KWM
129
Kingsview Wealth Management
Oregon
$741K +$784K +16,154 New
WC
130
Waterloo Capital
Texas
$716K -$1.66M -34,222 -69%
GSEP
131
Golden State Equity Partners
California
$688K +$435K +8,964 +148%
MCA
132
Magnolia Capital Advisors
Mississippi
$612K -$825 -17 -0.1%
KWA
133
Kingswood Wealth Advisors
California
$611K +$647K +13,329 New
PBF
134
Petix & Botte Financial
California
$609K +$276K +5,682 +75%
FA
135
Fermata Advisors
California
$601K +$636K +13,114 New
AAS
136
Avantax Advisory Services
Texas
$597K -$191K -3,933 -23%
IAN
137
Integrated Advisors Network
Texas
$592K +$132K +2,713 +27%
PAS
138
Park Avenue Securities
New York
$585K +$619K +12,760 New
PIA
139
Pinion Investment Advisors
Kansas
$525K +$45.1K +929 +9%
CRI
140
Colonial River Investments
Virginia
$486K -$8.98K -185 -2%
AWM
141
AE Wealth Management
Kansas
$484K +$112K +2,314 +28%
PTC
142
Private Trust Company
Ohio
$432K +$11.1K +229 +2%
AWS
143
Atria Wealth Solutions
New York
$424K +$38.9K +802 +9%
SSWM
144
Smith Salley Wealth Management
North Carolina
$418K -$83.9K -1,729 -16%
ES
145
ETF Store
Kansas
$405K +$1.65K +34 +0.4%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$405K +$434K +8,937 New
FCAS
147
First Command Advisory Services
Texas
$391K +$413K +8,520 New
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$385K -$758K -15,624 -65%
GRP
149
Global Retirement Partners
California
$381K +$123K +2,543 +43%
VWA
150
V Wealth Advisors
Kansas
$343K +$363K +7,474 New

OMFL Hedge Fund Activity: Q3 2023 in Review

205 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2023, worth a combined $3.54B — up 6.3% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OMFL positions and 22 closed out — a net gain of 18 holders — while 102 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $89.6M. The largest seller was Avestar Capital, cutting an estimated $11.9M.

  • 205 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2023, up from 191 in Q2 2023.
  • Funds reported $3.54B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 40 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2023 and 22 closed out, a net change of +18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $89.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2023 was Avestar Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.