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Invesco Russell 1000 Dynamic Multifactor ETF

266 hedge funds and large institutions have $4.36B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 82.43%84.5% (+2.1%)

7% less funds holding

Funds holding: 287266 (-21)

13% less capital invested

Capital invested by funds: $4.98B → $4.36B (-$624M)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

35% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 131

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

Holders
266
Holders Change
-21
Holders Change %
-7.32%
% of All Funds
3.82%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.32%
New
20
Increased
85
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
126
Sequent Planning
Nebraska
$1.51M +$37.6K +736 +3%
APS
127
American Planning Services
Florida
$1.48M -$263K -5,143 -16%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.46M -$120K -2,351 -8%
AAS
129
Avantax Advisory Services
Texas
$1.45M +$473K +9,252 +51%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$1.43M -$64.2K -1,255 -4%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$1.41M +$353K +6,905 +35%
AA
132
ACT Advisors
North Carolina
$1.4M -$27K -528 -2%
PS
133
Principal Securities
Iowa
$1.37M +$603K +11,794 +84%
HA
134
Herold Advisors
New York
$1.33M -$1.35M -26,417 -51%
FA
135
FDx Advisors
Illinois
$1.3M -$1.24M -24,198 -50%
CFB
136
Cullen/Frost Bankers
Texas
$1.27M +$758K +14,833 +162%
CW
137
CreativeOne Wealth
Kansas
$1.26M +$91.8K +1,796 +8%
ECA
138
Elevation Capital Advisory
Oregon
$1.23M +$1.19M +23,201 New
TWC
139
TD Waterhouse Canada
Ontario, Canada
$1.09M +$1.04M +20,395 +6,414%
MWA
140
Muirfield Wealth Advisors
North Carolina
$1.09M +$19.3K +377 +2%
EWA
141
Emergent Wealth Advisors
New York
$1.07M +$152K +2,968 +17%
SPIA
142
Steward Partners Investment Advisory
New York
$1.07M -$750K -14,674 -42%
AF
143
Apollon Financial
South Carolina
$1.06M -$1.27M -24,818 -55%
CWM
144
Cornerstone Wealth Management
Missouri
$1.05M -$321K -6,281 -24%
GSEP
145
Golden State Equity Partners
California
$1.03M +$194K +3,791 +24%
SAW
146
Signal Advisors Wealth
Michigan
$1M +$968K +18,938 New
FWM
147
Foguth Wealth Management
Michigan
$1M +$484K +9,469 +101%
PBF
148
Petix & Botte Financial
California
$971K +$94.4K +1,846 +11%
Comerica Bank
149
Comerica Bank
Texas
$971K -$9.8M -191,663 -91%
KPWS
150
Kestra Private Wealth Services
Texas
$873K +$533K +10,424 +173%

OMFL Hedge Fund Activity: Q3 2024 in Review

266 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2024, worth a combined $4.36B — down 13% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of OMFL and 20 opened new positions — a net loss of 18 holders — while 131 trimmed existing stakes and 85 added.

The largest buyer was Balentine LLC, adding an estimated $49.3M. The largest seller was LPL Financial, cutting an estimated $77.7M.

  • 266 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2024, down from 287 in Q2 2024.
  • Funds reported $4.36B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 20 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2024 and 38 closed out, a net change of -18 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2024 was Balentine LLC, an estimated $49.3M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2024 was LPL Financial, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2024.