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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Able Wealth Management
New Jersey
$804K -$46.4K -851 -5%
GSEP
152
Golden State Equity Partners
California
$770K -$286K -5,260 -27%
FA
153
Flagstar Advisors
New York
$761K +$19.4K +357 +3%
CW
154
Channel Wealth
California
$754K -$5.89M -108,051 -89%
PAS
155
PKS Advisory Services
New York
$742K +$745K +13,675 New
HA
156
Herold Advisors
New York
$677K -$688K -12,640 -50%
KPWS
157
Kestra Private Wealth Services
Texas
$662K -$232K -4,252 -26%
CPL
158
CAP Partners LLC
Tennessee
$657K -$111K -2,043 -14%
MSAM
159
Moloney Securities Asset Management
Missouri
$627K +$37.9K +695 +6%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$552K -$251K -4,615 -31%
AWS
161
Atria Wealth Solutions
New York
$549K -$41.2K -757 -7%
FDS
162
Freedom Day Solutions
Texas
$542K +$545K +10,000 New
GJIA
163
Glass Jacobson Investment Advisors
Maryland
$533K +$10.9K +200 +2%
GFG
164
Goldstone Financial Group
Illinois
$500K +$256K +4,703 +104%
FCAS
165
First Command Advisory Services
Texas
$493K -$43.7K -803 -8%
DT
166
Diversified Trust
Tennessee
$493K +$250K +4,585 +102%
ELM
167
Elite Life Management
Florida
$485K -$206K -3,776 -30%
SPC
168
Sigma Planning Corp
Michigan
$481K -$10.8K -199 -2%
4WM
169
49 Wealth Management
Texas
$477K -$3.32K -61 -0.7%
OPWM
170
Oregon Pacific Wealth Management
Oregon
$468K +$470K +8,625 New
LFAS
171
Level Four Advisory Services
Texas
$462K -$7.09M -130,182 -94%
AWP
172
Axis Wealth Partners
Rhode Island
$456K +$458K +8,404 New
GLA
173
Good Life Advisors
Pennsylvania
$450K -$169K -3,096 -27%
HWM
174
HB Wealth Management
Georgia
$449K +$69.4K +1,274 +18%
PWM
175
Perigon Wealth Management
California
$448K -$36.2K -665 -7%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.