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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
TFS
151
Thoroughbred Financial Services
Tennessee
$879K -$397K -7,712 -33%
KWM
152
Kingsview Wealth Management
Oregon
$864K -$256K -4,986 -24%
OC
153
Oppenheimer & Co
New York
$854K +$281K +5,454 +54%
EWA
154
Emergent Wealth Advisors
New York
$828K +$771K +14,988 New
IAN
155
Integrated Advisors Network
Texas
$824K -$11.1K -215 -1%
KWA
156
Kingswood Wealth Advisors
California
$774K -$94.5K -1,838 -12%
CAG
157
Crestwood Advisors Group
Massachusetts
$736K +$264K +5,130 +63%
SFS
158
Security Financial Services
Indiana
$692K +$367K +7,136 +132%
FCAS
159
First Command Advisory Services
Texas
$689K +$79.3K +1,541 +14%
4WM
160
49 Wealth Management
Texas
$662K +$46.9K +912 +8%
WC
161
Waterloo Capital
Texas
$656K -$170K -3,307 -22%
PS
162
Principal Securities
Iowa
$619K +$161K +3,124 +39%
PBO
163
Peoples Bank (Ohio)
Ohio
$603K -$109K -2,121 -16%
GWP
164
Gateway Wealth Partners
Wisconsin
$586K +$546K +10,611 New
FA
165
Flagstar Advisors
New York
$574K +$140K +2,721 +35%
MCA
166
Magnolia Capital Advisors
Mississippi
$555K -$202K -3,928 -27%
AAS
167
Ameritas Advisory Services
Nebraska
$551K +$522K +10,158 New
ELM
168
Elite Life Management
Florida
$537K +$41.4K +804 +9%
IAS
169
Insigneo Advisory Services
Florida
$523K +$229K +4,454 +89%
SPC
170
Sigma Planning Corp
Michigan
$517K -$754K -14,659 -61%
SSWM
171
Smith Salley Wealth Management
North Carolina
$504K
GRP
172
Global Retirement Partners
California
$494K -$17K -331 -4%
IGWM
173
ICA Group Wealth Management
Colorado
$489K +$296K +5,749 +186%
PTC
174
Private Trust Company
Ohio
$460K -$31.1K -605 -7%
FIM
175
Freedom Investment Management
Connecticut
$457K +$426K +8,278 New

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.