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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
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 %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$224K -$42.1K -818 -16%
CA
202
Cetera Advisors
Colorado
$224K +$224K +4,349 New
ACA
203
Aptus Capital Advisors
Alabama
$216K -$36.4K -708 -14%
MSAM
204
Moloney Securities Asset Management
Missouri
$213K +$213K +4,150 New
IA
205
Insight Advisors
Pennsylvania
$208K +$208K +4,039 New
WAS
206
WESPAC Advisors SoCal
California
$203K +$203K +3,945 New
GWM
207
Greenwich Wealth Management
Connecticut
$202K +$202K +3,927 New
CWM
208
Collaborative Wealth Management
Florida
$201K +$201K +3,902 New
AssetMark Inc
209
AssetMark Inc
California
$185K -$5.45K -106 -3%
BlackRock
210
BlackRock
New York
$171K
IGWM
211
ICA Group Wealth Management
Colorado
$159K +$159K +3,099 New
Fidelity Investments
212
Fidelity Investments
Massachusetts
$156K -$70.1K -1,363 -31%
GWSG
213
GPS Wealth Strategies Group
Colorado
$152K -$64.3K -1,250 -30%
AAP
214
Arax Advisory Partners
Colorado
$136K -$22.2K -432 -14%
GWM
215
Geneos Wealth Management
Colorado
$106K +$566 +11 +0.5%
APC
216
Aspire Private Capital
North Carolina
$105K +$26.3K +512 +33%
AF
217
Advisornet Financial
Minnesota
$101K -$43.9K -853 -30%
EWA
218
EverSource Wealth Advisors
Alabama
$86.7K +$86.7K +1,687 New
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.8K +$75.8K +1,475 New
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$73K +$71.7K +1,409 +5,419%
TFGT
221
TS Financial Group (TSFG)
Illinois
$70K
CAL
222
Capital Advisors Ltd
Ohio
$63K -$6.82K -132 -10%
TCM
223
TD Capital Management
Tennessee
$63K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$61K +$61K +1,180 New
PA
225
Parallel Advisors
California
$59.6K +$59.6K +1,160 New