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Invesco Russell 1000 Dynamic Multifactor ETF

286 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, 98 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.16%
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
98
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
151
Muirfield Wealth Advisors
North Carolina
$1.06M +$129K +2,463 +14%
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$1.04M +$1.04M +19,824 New
KWM
153
Kingsview Wealth Management
Oregon
$960K +$139K +2,654 +17%
AAS
154
Avantax Advisory Services
Texas
$949K -$1.21M -23,007 -56%
MSAM
155
Moloney Securities Asset Management
Missouri
$937K +$628K +11,958 +203%
ST
156
Spinnaker Trust
Maine
$912K -$1.92M -36,486 -68%
FGA
157
Fortis Group Advisors
New Jersey
$909K +$909K +17,325 New
PBF
158
Petix & Botte Financial
California
$865K +$516K +9,838 +148%
BAM
159
Belpointe Asset Management
Nevada
$837K +$837K +15,940 New
GSEP
160
Golden State Equity Partners
California
$823K +$823K +15,675 New
CAG
161
Crestwood Advisors Group
Massachusetts
$815K +$115K +2,194 +16%
AFP
162
Ausdal Financial Partners
Iowa
$807K +$807K +15,373 New
TFS
163
Thoroughbred Financial Services
Tennessee
$797K -$37.9K -723 -5%
PWM
164
Perigon Wealth Management
California
$795K +$476K +9,059 +149%
CPL
165
CAP Partners LLC
Tennessee
$770K -$138K -2,628 -15%
PS
166
Principal Securities
Iowa
$735K +$147K +2,810 +25%
FA
167
Flagstar Advisors
New York
$706K +$161K +3,066 +30%
GVAG
168
Great Valley Advisor Group
Delaware
$691K +$274K +5,220 +66%
TBC
169
Ted Buchan & Co
California
$645K -$3.4M -64,834 -84%
KWA
170
Kingswood Wealth Advisors
California
$642K -$93.5K -1,782 -13%
SFS
171
Security Financial Services
Indiana
$615K -$42.3K -805 -6%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$611K +$611K +11,644 New
4WM
173
49 Wealth Management
Texas
$604K -$22.9K -440 -4%
WC
174
Waterloo Capital
Texas
$593K -$30.3K -578 -5%
ELM
175
Elite Life Management
Florida
$592K +$81.1K +1,545 +16%