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Invesco Russell 1000 Dynamic Multifactor ETF

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

36% more funds holding in top 10

Funds holding in top 10: 2534 (+9)

31% more capital invested

Capital invested by funds: $3.54B → $4.64B (+$1.11B)

20% more funds holding

Funds holding: 205246 (+41)

6.41% more ownership

Funds ownership: 77.47%83.89% (+6.4%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.59%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
176
Trademark Financial Management
Minnesota
$403K +$370K +7,842 New
JWCA
177
J.W. Cole Advisors
Florida
$398K +$19.6K +415 +6%
FA
178
Flagstar Advisors
New York
$394K +$362K +7,670 New
EC
179
EdgeRock Capital
Colorado
$356K +$48.6K +1,030 +17%
NCM
180
NCM Capital Management
New Jersey
$339K -$9.44K -200 -3%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$335K +$308K +6,520 New
HC
182
Hamilton Capital
Ohio
$334K +$307K +6,504 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$332K +$267K +5,660 +755%
JCM
184
Jacobi Capital Management
Pennsylvania
$326K +$76.8K +1,628 +35%
PWM
185
Perigon Wealth Management
California
$318K -$26.1K -553 -8%
KPWS
186
Kestra Private Wealth Services
Texas
$305K +$11K +234 +4%
IAIM
187
International Assets Investment Management
Florida
$301K +$277K +5,863 New
US Bancorp
188
US Bancorp
Minnesota
$278K +$255K +5,414 New
SFS
189
Security Financial Services
Indiana
$277K -$15.4K -326 -6%
NS
190
NBC Securities
Alabama
$269K +$8.4K +178 +4%
EMAM
191
Encompass More Asset Management
California
$259K +$238K +5,038 New
IAS
192
Insigneo Advisory Services
Florida
$258K -$12.4K -263 -5%
Brown Advisory
193
Brown Advisory
Maryland
$254K +$22.8K +484 +11%
HAS
194
HBW Advisory Services
California
$252K
MIM
195
Marco Investment Management
Georgia
$243K +$223K +4,720 New
RWMG
196
Redwood Wealth Management Group
New Jersey
$235K -$38.6K -819 -15%
FCM
197
Family Capital Management
Michigan
$233K -$22.8K -483 -10%
OP
198
ORG Partners
Indiana
$233K +$179K +3,798 +521%
WJA
199
Willis Johnson & Associates
Texas
$227K -$6.79K -144 -3%
LC
200
Lavaca Capital
Texas
$225K -$114K -2,408 -35%

OMFL Hedge Fund Activity: Q4 2023 in Review

246 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2023, worth a combined $4.64B — up 31% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new OMFL positions and 18 closed out — a net gain of 43 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Cerity Partners, cutting an estimated $64M.

  • 246 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $4.64B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 61 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2023 and 18 closed out, a net change of +43 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2023 was Cerity Partners, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.