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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
GK
176
Graney & King
New York
$445K +$447K +8,214 New
GRP
177
Global Retirement Partners
California
$445K +$17.9K +328 +4%
JWCA
178
J.W. Cole Advisors
Florida
$442K +$109 +2 +0%
KWM
179
Kingsview Wealth Management
Oregon
$442K -$303K -5,556 -41%
US Bancorp
180
US Bancorp
Minnesota
$393K +$55.2K +1,014 +16%
UAG
181
United Advisor Group
Ohio
$378K +$380K +6,978 New
TFS
182
Thoroughbred Financial Services
Tennessee
$361K -$82.2K -1,509 -18%
NCM
183
NCM Capital Management
New Jersey
$358K
HC
184
Hamilton Capital
Ohio
$348K
SSWM
185
Smith Salley Wealth Management
North Carolina
$340K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$332K +$20.4K +375 +7%
CSS
187
Cubist Systematic Strategies
Connecticut
$327K -$62.7K -1,152 -16%
AWA
188
ARQ Wealth Advisors
Arizona
$325K -$382K -7,008 -54%
EC
189
EdgeRock Capital
Colorado
$302K +$218 +4 +0.1%
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$293K -$16.6K -304 -5%
WAS
191
WESPAC Advisors SoCal
California
$293K
PTC
192
Private Trust Company
Ohio
$289K -$5.23K -96 -2%
ASN
193
Advisory Services Network
Georgia
$289K -$1.74M -32,033 -86%
CSA
194
Cottage Street Advisors
Massachusetts
$289K +$381 +7 +0.1%
AW
195
Alteri Wealth
California
$287K +$288K +5,293 New
Jane Street
196
Jane Street
New York
$287K -$276K -5,073 -49%
SWP
197
Stratos Wealth Partners
Ohio
$283K -$2.39M -43,973 -89%
ST
198
Spinnaker Trust
Maine
$271K -$137K -2,517 -33%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$265K -$59.9K -1,100 -18%
LAS
200
LWM Advisory Services
Florida
$265K -$105K -1,926 -28%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.