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Invesco Russell 1000 Dynamic Multifactor ETF

286 hedge funds and large institutions have $4.98B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.16%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
48
Increased
98
Reduced
113
Closed
19
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
201
Freedom Investment Management
Connecticut
$363K -$71.2K -1,357 -16%
PFWA
202
Paces Ferry Wealth Advisors
Georgia
$359K -$16.1K -306 -4%
US Bancorp
203
US Bancorp
Minnesota
$347K +$840 +16 +0.2%
NCM
204
NCM Capital Management
New Jersey
$346K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$346K
HC
206
Hamilton Capital
Ohio
$342K -$5.41K -103 -2%
WJA
207
Willis Johnson & Associates
Texas
$333K +$106K +2,026 +47%
KPWS
208
Kestra Private Wealth Services
Texas
$317K +$5.51K +105 +2%
WAS
209
WESPAC Advisors SoCal
California
$309K +$23.6K +450 +8%
PTC
210
Private Trust Company
Ohio
$305K -$132K -2,513 -30%
IIA
211
IPG Investment Advisors
California
$302K +$302K +5,758 New
BRWA
212
B. Riley Wealth Advisors
Florida
$299K +$299K +5,687 New
Fidelity Investments
213
Fidelity Investments
Massachusetts
$299K +$89.5K +1,706 +43%
FA
214
Fermata Advisors
California
$298K -$39K -742 -12%
PIA
215
Pinion Investment Advisors
Kansas
$293K -$140K -2,663 -32%
MWM
216
Modern Wealth Management
Kansas
$290K +$290K +5,532 New
NS
217
NBC Securities
Alabama
$285K +$210 +4 +0.1%
CSA
218
Cottage Street Advisors
Massachusetts
$283K +$36.2K +690 +15%
ES
219
ETF Store
Kansas
$275K -$145K -2,761 -35%
CF
220
Cyr Financial
Illinois
$274K +$274K +5,224 New
PPWM
221
Perissos Private Wealth Management
Oklahoma
$274K +$274K +5,223 New
EFG
222
Embree Financial Group
Illinois
$256K -$14.1K -269 -5%
MIM
223
Marco Investment Management
Georgia
$248K
PMG
224
Private Management Group
California
$245K +$245K +4,677 New
IAS
225
Insigneo Advisory Services
Florida
$244K -$207K -4,346 -46%