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Invesco Russell 1000 Dynamic Multifactor ETF

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: 2534 (+9)

31% more capital invested

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

20% more funds holding

Funds holding: 205246 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$1.65M -$5.48M -116,245 -78%
CPL
127
CAP Partners LLC
Tennessee
$1.6M +$1.47M +31,137 New
Citadel Advisors
128
Citadel Advisors
Florida
$1.6M +$216K +4,579 +17%
AWM
129
Able Wealth Management
New Jersey
$1.48M +$1.36M +28,757 New
ST
130
Spinnaker Trust
Maine
$1.47M +$81.2K +1,722 +6%
ASN
131
Advisory Services Network
Georgia
$1.44M +$284K +6,019 +27%
FA
132
FDx Advisors
Illinois
$1.39M +$1.27M +27,017 New
SAM
133
Smartleaf Asset Management
Massachusetts
$1.38M +$1.26M +26,700 New
CWM
134
Cornerstone Wealth Management
Missouri
$1.37M +$19.7K +418 +2%
DWM
135
Denver Wealth Management
Colorado
$1.35M -$49.1K -1,041 -4%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.34M +$821K +17,407 +195%
Renaissance Technologies
137
Renaissance Technologies
New York
$1.34M +$1.23M +26,000 New
CW
138
CreativeOne Wealth
Kansas
$1.27M -$136K -2,892 -11%
SPC
139
Sigma Planning Corp
Michigan
$1.24M +$854K +18,096 +305%
TFS
140
Thoroughbred Financial Services
Tennessee
$1.21M +$49.4K +1,047 +5%
CRI
141
Colonial River Investments
Virginia
$1.15M +$556K +11,786 +111%
AWMS
142
Advocacy Wealth Management Services
Georgia
$1.12M +$1.03M +21,878 New
KWM
143
Kingsview Wealth Management
Oregon
$1.06M +$211K +4,476 +28%
AWA
144
Arete Wealth Advisors
Illinois
$1.05M +$963K +20,421 New
RA
145
RFG Advisory
Alabama
$1.05M -$106K -2,255 -10%
MWA
146
Muirfield Wealth Advisors
North Carolina
$874K +$802K +16,999 New
KWA
147
Kingswood Wealth Advisors
California
$815K +$119K +2,521 +19%
WC
148
Waterloo Capital
Texas
$781K -$20.7K -439 -3%
IAN
149
Integrated Advisors Network
Texas
$778K +$105K +2,225 +17%
MCA
150
Magnolia Capital Advisors
Mississippi
$747K +$28.7K +609 +4%

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.