OMFL icon

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
Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.61%
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
Shares
Change %
TFM
176
Trademark Financial Management
Minnesota
$403K +$403K +7,842 New
JWCA
177
J.W. Cole Advisors
Florida
$398K +$21.3K +415 +6%
FA
178
Flagstar Advisors
New York
$394K +$394K +7,670 New
EC
179
EdgeRock Capital
Colorado
$356K +$51.8K +1,030 +17%
NCM
180
NCM Capital Management
New Jersey
$339K -$10.3K -200 -3%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$335K +$335K +6,520 New
HC
182
Hamilton Capital
Ohio
$334K +$334K +6,504 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$332K +$293K +5,660 +755%
JCM
184
Jacobi Capital Management
Pennsylvania
$326K +$83.7K +1,628 +35%
PWM
185
Perigon Wealth Management
California
$318K -$28.4K -553 -8%
KPWS
186
Kestra Private Wealth Services
Texas
$305K +$12K +234 +4%
IAIM
187
International Assets Investment Management
Florida
$301K +$301K +5,863 New
US Bancorp
188
US Bancorp
Minnesota
$278K +$278K +5,414 New
SFS
189
Security Financial Services
Indiana
$277K -$16.8K -326 -6%
NS
190
NBC Securities
Alabama
$269K +$9.14K +178 +4%
EMAM
191
Encompass More Asset Management
California
$259K +$259K +5,038 New
IAS
192
Insigneo Advisory Services
Florida
$258K -$13.5K -263 -5%
Brown Advisory
193
Brown Advisory
Maryland
$254K +$24.9K +484 +11%
HAS
194
HBW Advisory Services
California
$252K
MIM
195
Marco Investment Management
Georgia
$243K +$243K +4,720 New
RWMG
196
Redwood Wealth Management Group
New Jersey
$235K -$42.1K -819 -15%
FCM
197
Family Capital Management
Michigan
$233K -$24.8K -483 -10%
OP
198
ORG Partners
Indiana
$233K +$195K +3,798 +521%
WJA
199
Willis Johnson & Associates
Texas
$227K -$7.4K -144 -3%
LC
200
Lavaca Capital
Texas
$225K -$124K -2,408 -35%