We are live on ! Find out more
OMFL icon

Invesco Russell 1000 Dynamic Multifactor ETF

287 hedge funds and large institutions have $4.98B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

10% more funds holding

Funds holding: 261287 (+26)

1.11% more ownership

Funds ownership: 81.32%82.43% (+1.1%)

5% less capital invested

Capital invested by funds: $5.25B → $4.98B (-$272M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
287
Holders Change
+26
Holders Change %
+9.96%
% of All Funds
4.14%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
48
Increased
99
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Muirfield Wealth Advisors
North Carolina
$1.06M +$131K +2,463 +14%
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$1.04M +$1.05M +19,824 New
KWM
153
Kingsview Wealth Management
Oregon
$960K +$141K +2,654 +17%
AAS
154
Avantax Advisory Services
Texas
$949K -$1.22M -23,007 -56%
MSAM
155
Moloney Securities Asset Management
Missouri
$937K +$635K +11,958 +203%
ST
156
Spinnaker Trust
Maine
$912K -$1.94M -36,486 -68%
FGA
157
Fortis Group Advisors
New Jersey
$909K +$920K +17,325 New
EWA
158
Emergent Wealth Advisors
New York
$908K +$123K +2,315 +15%
PBF
159
Petix & Botte Financial
California
$865K +$523K +9,838 +148%
BAM
160
Belpointe Asset Management
Nevada
$837K +$847K +15,940 New
GSEP
161
Golden State Equity Partners
California
$823K +$833K +15,675 New
CAG
162
Crestwood Advisors Group
Massachusetts
$815K +$117K +2,194 +16%
AFP
163
Ausdal Financial Partners
Iowa
$807K +$817K +15,373 New
TFS
164
Thoroughbred Financial Services
Tennessee
$797K -$38.4K -723 -5%
PWM
165
Perigon Wealth Management
California
$795K +$481K +9,059 +149%
CPL
166
CAP Partners LLC
Tennessee
$770K -$140K -2,628 -15%
PS
167
Principal Securities
Iowa
$735K +$149K +2,810 +25%
FA
168
Flagstar Advisors
New York
$706K +$163K +3,066 +30%
GVAG
169
Great Valley Advisor Group
Delaware
$691K +$277K +5,220 +66%
TBC
170
Ted Buchan & Co
California
$645K -$3.44M -64,834 -84%
KWA
171
Kingswood Wealth Advisors
California
$642K -$94.7K -1,782 -13%
SFS
172
Security Financial Services
Indiana
$615K -$42.8K -805 -6%
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$611K +$619K +11,644 New
4WM
174
49 Wealth Management
Texas
$604K -$23.4K -440 -4%
WC
175
Waterloo Capital
Texas
$593K -$30.7K -578 -5%

OMFL Hedge Fund Activity: Q2 2024 in Review

287 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2024, worth a combined $4.98B — down 5.2% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OMFL positions and 19 closed out — a net gain of 29 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $9.54M. The largest seller was Balentine LLC, cutting an estimated $155M.

  • 287 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $4.98B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 48 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2024 and 19 closed out, a net change of +29 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2024 was Walled Lake Planning & Wealth Management, an estimated $9.54M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2024 was Balentine LLC, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2024.