Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
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.
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: 12 → 15 (+3)
23% more funds holding
Funds holding: 124 → 152 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$55.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.6M |
| 3 |
Morgan Stanley
New York
|
+$45.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$118M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$28.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$17.5M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$11.7M |
| 5 |
APS
American Planning Services
Sun City Center,
Florida
|
-$7.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Commonwealth Equity Services
Waltham,
Massachusetts
| $831 | +$206K | +4,485 | +33% |
|
|
BWL
152
Bogart Wealth LLC
Mclean,
Virginia
| $790 | – | – | – |
|
|
LFPWM
153
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| – | -$4.4M | -102,382 | Closed |
|
154
Citadel Advisors
Miami,
Florida
| – | -$2.02M | -47,022 | Closed |
|
|
FA
155
Fermata Advisors
Sonoma,
California
| – | -$796K | -18,540 | Closed |
|
|
MCC
156
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$544K | -12,678 | Closed |
|
|
FFG
157
Ford Financial Group
Fresno,
California
| – | -$524K | -12,196 | Closed |
|
158
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$510K | -11,867 | Closed |
|
159
Betterment LLC
New York
| – | -$305K | -7,098 | Closed |
|
|
CWM
160
Collaborative Wealth Management
Lake Mary,
Florida
| – | -$270K | -6,292 | Closed |
|
|
FA
161
Fiduciary Alliance
Greenville,
South Carolina
| – | -$8.8K | -205 | Closed |
|
|
S
162
SignatureFD
Atlanta,
Georgia
| – | -$6.56K | -153 | Closed |
|
|
ADL
163
Asset Dedication LLC
San Francisco,
California
| – | -$6K | -142 | Closed |
|
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.