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Invesco Russell 1000 Dynamic Multifactor ETF

260 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.77%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
38
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
201
International Assets Investment Management
Florida
$263K -$58.8K -1,071 -18%
MIM
202
Marco Investment Management
Georgia
$261K
CSA
203
Cottage Street Advisors
Massachusetts
$259K +$259K +4,695 New
MOS
204
MGO One Seven
Ohio
$259K +$259K +4,683 New
SW
205
Simplicity Wealth
New Jersey
$253K +$253K +4,585 New
HAS
206
HBW Advisory Services
California
$252K
FCM
207
Family Capital Management
Michigan
$250K
DT
208
Diversified Trust
Tennessee
$249K +$249K +4,500 New
WJA
209
Willis Johnson & Associates
Texas
$238K -$5.19K -94 -2%
DWM
210
Dakota Wealth Management
Florida
$236K +$236K +4,265 New
PCA
211
Pallas Capital Advisors
Massachusetts
$227K +$227K +4,107 New
RWMG
212
Redwood Wealth Management Group
New Jersey
$225K -$27.4K -497 -11%
GFG
213
Goldstone Financial Group
Illinois
$223K +$223K +4,033 New
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$221K -$19.7K -356 -8%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$220K +$51.8K +938 +31%
CWM
216
Collaborative Wealth Management
Florida
$210K -$5.14K -93 -2%
AssetMark Inc
217
AssetMark Inc
California
$208K +$9.28K +168 +5%
CWP
218
Concord Wealth Partners
Virginia
$203K +$203K +3,683 New
BCP
219
Berkeley Capital Partners
Georgia
$200K +$200K +3,625 New
BlackRock
220
BlackRock
New York
$184K
AAP
221
Arax Advisory Partners
Colorado
$147K +$608 +11 +0.4%
GWSG
222
GPS Wealth Strategies Group
Colorado
$143K -$20.1K -364 -12%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$142K +$142K +2,574 New
GWM
224
Geneos Wealth Management
Colorado
$127K +$13.6K +246 +12%
APC
225
Aspire Private Capital
North Carolina
$113K