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Invesco Russell 1000 Dynamic Multifactor ETF

262 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, 83 increasing their positions, 112 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)

26% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 112

Holders
262
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
AssetMark Inc
151
AssetMark Inc
California
$626K
AFP
152
Ausdal Financial Partners
Iowa
$621K
SPC
153
Sigma Planning Corp
Michigan
$607K
EWA
154
EP Wealth Advisors
California
$597K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$540K
AWP
156
Axis Wealth Partners
Rhode Island
$540K
GRP
157
Global Retirement Partners
California
$517K
AA
158
ACT Advisors
North Carolina
$497K
AWS
159
Atria Wealth Solutions
New York
$477K
KPWS
160
Kestra Private Wealth Services
Texas
$465K
GK
161
Graney & King
New York
$465K
PWM
162
Perigon Wealth Management
California
$460K
Baird Financial Group
163
Baird Financial Group
Wisconsin
$447K
JWCA
164
J.W. Cole Advisors
Florida
$444K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$425K
EAM
166
Empirical Asset Management
Massachusetts
$424K
SW
167
Simplicity Wealth
New Jersey
$416K
BCI
168
Brinker Capital Investments
Pennsylvania
$416K
GSEP
169
Golden State Equity Partners
California
$414K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$406K
GM
171
GeoWealth Management
Illinois
$392K
TFS
172
Thoroughbred Financial Services
Tennessee
$385K
FFA
173
Farther Finance Advisors
California
$384K
DT
174
Diversified Trust
Tennessee
$378K
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$372K