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Invesco Russell 1000 Dynamic Multifactor ETF

263 hedge funds and large institutions have $3.95B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 113

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
Herold Advisors
New York
$635K
AssetMark Inc
152
AssetMark Inc
California
$626K
AFP
153
Ausdal Financial Partners
Iowa
$621K
SPC
154
Sigma Planning Corp
Michigan
$607K
EWA
155
EP Wealth Advisors
California
$597K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$540K
AWP
157
Axis Wealth Partners
Rhode Island
$540K
GRP
158
Global Retirement Partners
California
$517K
AA
159
ACT Advisors
North Carolina
$497K
AWS
160
Atria Wealth Solutions
New York
$477K
KPWS
161
Kestra Private Wealth Services
Texas
$465K
GK
162
Graney & King
New York
$465K
PWM
163
Perigon Wealth Management
California
$460K
Baird Financial Group
164
Baird Financial Group
Wisconsin
$447K
JWCA
165
J.W. Cole Advisors
Florida
$444K
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$425K
EAM
167
Empirical Asset Management
Massachusetts
$424K
SW
168
Simplicity Wealth
New Jersey
$416K
BCI
169
Brinker Capital Investments
Pennsylvania
$416K
GSEP
170
Golden State Equity Partners
California
$414K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$406K
GM
172
GeoWealth Management
Illinois
$392K
TFS
173
Thoroughbred Financial Services
Tennessee
$385K
FFA
174
Farther Finance Advisors
California
$384K
DT
175
Diversified Trust
Tennessee
$378K