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Invesco Russell 1000 Dynamic Multifactor ETF

265 hedge funds and large institutions have $4.35B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
3.83%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.32%
New
20
Increased
84
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
176
Sigma Planning Corp
Michigan
$481K -$15.8K -298 -3%
PWM
177
Perigon Wealth Management
California
$470K -$333K -6,282 -41%
4WM
178
49 Wealth Management
Texas
$469K -$147K -2,772 -24%
OWP
179
ORG Wealth Partners
Texas
$436K +$436K +8,236 New
TFS
180
Thoroughbred Financial Services
Tennessee
$433K -$372K -7,020 -46%
JWCA
181
J.W. Cole Advisors
Florida
$432K +$106 +2 +0%
GRP
182
Global Retirement Partners
California
$418K -$10.1K -191 -2%
ST
183
Spinnaker Trust
Maine
$398K -$522K -9,858 -57%
CSS
184
Cubist Systematic Strategies
Connecticut
$381K +$381K +7,184 New
HWM
185
HB Wealth Management
Georgia
$372K +$372K +7,012 New
LAS
186
LWM Advisory Services
Florida
$361K -$11M -206,959 -97%
NCM
187
NCM Capital Management
New Jersey
$350K
MPW
188
Monterey Private Wealth
California
$342K -$4.27M -80,642 -93%
HC
189
Hamilton Capital
Ohio
$337K -$5.04K -96 -1%
SSWM
190
Smith Salley Wealth Management
North Carolina
$333K -$151K -2,851 -31%
US Bancorp
191
US Bancorp
Minnesota
$331K -$19.4K -367 -6%
FHC
192
First Heartland Consultants
Missouri
$329K -$21.5K -407 -6%
TSS
193
Two Sigma Securities
New York
$328K -$107K -2,027 -25%
DWM
194
Denver Wealth Management
Colorado
$325K -$771K -14,541 -70%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$316K -$26.9K -510 -8%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$305K +$3.39K +64 +1%
PFWA
197
Paces Ferry Wealth Advisors
Georgia
$303K -$59.4K -1,121 -16%
EC
198
EdgeRock Capital
Colorado
$295K -$122K -2,300 -29%
PTC
199
Private Trust Company
Ohio
$288K -$20.1K -380 -7%
WAS
200
WESPAC Advisors SoCal
California
$286K -$26.2K -495 -8%