We are live on ! Find out more
OMFL icon

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
JWCA
151
J.W. Cole Advisors
Florida
$336K -$44.3K -913 -11%
BP
152
Ballentine Partners
Massachusetts
$320K
NCM
153
NCM Capital Management
New Jersey
$312K -$4.37K -90 -1%
LC
154
Lavaca Capital
Texas
$311K +$23.6K +487 +8%
PWM
155
Perigon Wealth Management
California
$309K
EC
156
EdgeRock Capital
Colorado
$278K +$294K +6,056 New
SPC
157
Sigma Planning Corp
Michigan
$272K -$322K -6,635 -53%
SFS
158
Security Financial Services
Indiana
$262K +$277K +5,713 New
KPWS
159
Kestra Private Wealth Services
Texas
$261K +$276K +5,690 New
RWMG
160
Redwood Wealth Management Group
New Jersey
$247K -$1.7K -35 -0.6%
IAS
161
Insigneo Advisory Services
Florida
$242K +$777 +16 +0.3%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$237K +$251K +5,171 New
NS
163
NBC Securities
Alabama
$231K +$246K +5,059 New
FCM
164
Family Capital Management
Michigan
$230K +$244K +5,018 New
HAS
165
HBW Advisory Services
California
$225K +$38K +784 +19%
ACA
166
Aptus Capital Advisors
Alabama
$225K -$1.65M -33,998 -87%
JCM
167
Jacobi Capital Management
Pennsylvania
$216K +$228K +4,706 New
FAIM
168
Financial Advocates Investment Management
Washington
$211K +$223K +4,593 New
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$210K -$84.9K -1,750 -28%
WJA
170
Willis Johnson & Associates
Texas
$209K -$2.62K -54 -1%
Brown Advisory
171
Brown Advisory
Maryland
$204K +$216K +4,459 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$202K +$139K +2,867 +186%
GWSG
173
GPS Wealth Strategies Group
Colorado
$193K -$37.4K -770 -15%
IPW
174
Impact Partnership Wealth
Georgia
$187K +$198K +4,088 New
AssetMark Inc
175
AssetMark Inc
California
$170K +$14.4K +296 +9%

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.