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Invesco Russell 1000 Dynamic Multifactor ETF

265 hedge funds and large institutions have $4.35B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
3.83%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.32%
New
20
Increased
84
Reduced
131
Closed
38
Calls
$7.9M
Puts
Net Calls
+$7.9M
Net Calls Change
+$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$283K -$31.9M -602,144 -99%
CSA
202
Cottage Street Advisors
Massachusetts
$282K -$3.71K -70 -1%
FA
203
Fermata Advisors
California
$277K -$23.4K -442 -8%
PPWM
204
Perissos Private Wealth Management
Oklahoma
$277K +$159 +3 +0.1%
IAS
205
Insigneo Advisory Services
Florida
$272K +$53 +1 +0%
CWP
206
Concord Wealth Partners
Virginia
$271K +$75.7K +1,429 +39%
PIA
207
Pinion Investment Advisors
Kansas
$263K -$33.6K -634 -11%
EFG
208
Embree Financial Group
Illinois
$258K +$159 +3 +0.1%
KWA
209
Kingswood Wealth Advisors
California
$244K -$404K -7,626 -62%
WJA
210
Willis Johnson & Associates
Texas
$241K -$95K -1,792 -28%
FCM
211
Family Capital Management
Michigan
$240K
GFG
212
Goldstone Financial Group
Illinois
$239K +$29K +547 +14%
DT
213
Diversified Trust
Tennessee
$238K
Neuberger Berman Group
214
Neuberger Berman Group
New York
$235K
HAS
215
HBW Advisory Services
California
$226K -$3.45K -65 -2%
BWL
216
Beacon Wealthcare LLC
North Carolina
$223K +$223K +4,210 New
IDA
217
Intelligence Driven Advisers
California
$216K -$1.41M -26,695 -87%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$215K -$14K -266 -6%
FIM
219
Freedom Investment Management
Connecticut
$209K -$158K -2,975 -43%
AssetMark Inc
220
AssetMark Inc
California
$205K -$7.1K -134 -3%
TCA
221
Transcend Capital Advisors
New Jersey
$203K -$2.7M -51,003 -93%
CWM
222
Collaborative Wealth Management
Florida
$202K +$53 +1 +0%
BlackRock
223
BlackRock
New York
$176K
RIL
224
Rothschild Investment LLC
Illinois
$173K +$162K +3,058 +1,514%
EWA
225
EverSource Wealth Advisors
Alabama
$137K +$212 +4 +0.2%