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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
SMG
151
Smart Money Group
Texas
$732K -$250K -5,306 -27%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$730K +$273K +5,793 +69%
FTUS
153
Flow Traders U.S.
New York
$706K -$1.15M -24,373 -64%
GSEP
154
Golden State Equity Partners
California
$700K -$65.2K -1,382 -9%
PBF
155
Petix & Botte Financial
California
$683K
PAS
156
Park Avenue Securities
New York
$682K +$23.8K +505 +4%
PBO
157
Peoples Bank (Ohio)
Ohio
$670K -$243K -5,156 -28%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$627K +$575K +12,192 New
ARC
159
Advisor Resource Council
Texas
$606K +$557K +11,797 New
4WM
160
49 Wealth Management
Texas
$573K +$526K +11,151 New
Prudential Financial
161
Prudential Financial
New Jersey
$571K -$1.08M -22,838 -67%
FCAS
162
First Command Advisory Services
Texas
$562K +$114K +2,408 +28%
OC
163
Oppenheimer & Co
New York
$515K +$473K +10,016 New
SSWM
164
Smith Salley Wealth Management
North Carolina
$469K
ES
165
ETF Store
Kansas
$460K +$849 +18 +0.2%
PTC
166
Private Trust Company
Ohio
$459K -$23.6K -500 -5%
ELM
167
Elite Life Management
Florida
$459K +$421K +8,921 New
GRP
168
Global Retirement Partners
California
$458K +$38.6K +819 +10%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$451K +$414K +8,773 New
PIA
170
Pinion Investment Advisors
Kansas
$442K -$135K -2,852 -25%
FA
171
Fermata Advisors
California
$441K -$214K -4,530 -35%
PWM
172
Prosperity Wealth Management
California
$430K +$394K +8,361 New
CAG
173
Crestwood Advisors Group
Massachusetts
$422K +$387K +8,200 New
PS
174
Principal Securities
Iowa
$415K +$381K +8,076 New
GVAG
175
Great Valley Advisor Group
Delaware
$408K -$794K -16,836 -68%

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.