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Invesco Russell 1000 Dynamic Multifactor ETF

270 hedge funds and large institutions have $3.65B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Beacon Wealthcare LLC
North Carolina
$257K
FCAS
202
First Command Advisory Services
Texas
$255K
RSWM
203
Robertson Stephens Wealth Management
California
$248K
FWP
204
Firethorn Wealth Partners
Georgia
$237K
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$234K
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$232K
SWP
207
Stratos Wealth Partners
Ohio
$218K
Neuberger Berman Group
208
Neuberger Berman Group
New York
$214K
PFWA
209
Paces Ferry Wealth Advisors
Georgia
$208K
MCC
210
Money Concepts Capital
Florida
$208K
MWM
211
MOR Wealth Management
Pennsylvania
$208K
TCA
212
Transcend Capital Advisors
New Jersey
$204K
HWM
213
HB Wealth Management
Georgia
$202K
Comerica Bank
214
Comerica Bank
Texas
$197K
RMP
215
Richards, Merrill & Peterson
Washington
$176K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$171K
CWP
217
Concord Wealth Partners
Virginia
$145K
EWA
218
EverSource Wealth Advisors
Alabama
$144K
ACA
219
Aptus Capital Advisors
Alabama
$144K
AAP
220
Arax Advisory Partners
Colorado
$132K
BHWM
221
Beaird Harris Wealth Management
Texas
$125K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
KFG
223
Kingdom Financial Group
Arizona
$102K
GWM
224
Geneos Wealth Management
Colorado
$101K
GM
225
GeoWealth Management
Illinois
$92K