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Invesco Russell 1000 Dynamic Multifactor ETF

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: 246261 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
126
Colonial River Investments
Virginia
$2.02M +$726K +14,123 +63%
USWIA
127
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.01M -$75K -1,458 -4%
AC
128
Apella Capital
Connecticut
$2.01M -$771 -15 -0%
VR
129
Valued Retirements
Texas
$1.97M
SB
130
Strategic Blueprint
Georgia
$1.96M -$69.6K -1,353 -4%
IDA
131
Intelligence Driven Advisers
California
$1.93M -$478K -9,301 -21%
ASN
132
Advisory Services Network
Georgia
$1.8M +$234K +4,543 +16%
SAM
133
Smartleaf Asset Management
Massachusetts
$1.65M +$168K +3,258 +12%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$1.61M +$180K +3,491 +13%
AWM
135
Able Wealth Management
New Jersey
$1.55M -$35.4K -688 -2%
AA
136
ACT Advisors
North Carolina
$1.51M -$21.3M -413,757 -94%
CW
137
CreativeOne Wealth
Kansas
$1.5M +$127K +2,463 +10%
CWM
138
Cornerstone Wealth Management
Missouri
$1.46M -$9.46K -184 -0.7%
Citadel Advisors
139
Citadel Advisors
Florida
$1.44M -$260K -5,060 -16%
SP
140
Sequent Planning
Nebraska
$1.43M +$1.33M +25,877 New
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$1.36M +$639K +12,416 +102%
GLA
142
Good Life Advisors
Pennsylvania
$1.31M -$1.19M -23,047 -49%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$1.31M +$492K +9,567 +67%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$1.3M +$876K +17,033 +261%
FTUS
145
Flow Traders U.S.
New York
$1.27M +$481K +9,346 +68%
YIH
146
Y-Intercept (HK)
Hong Kong
$1.2M +$1.12M +21,731 New
Goldman Sachs
147
Goldman Sachs
New York
$1.19M +$1.11M +21,538 New
DWM
148
Denver Wealth Management
Colorado
$1.12M -$302K -5,868 -22%
MWA
149
Muirfield Wealth Advisors
North Carolina
$975K +$33.3K +647 +4%
CPL
150
CAP Partners LLC
Tennessee
$955K -$712K -13,847 -44%

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.