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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
201
Embree Financial Group
Illinois
$264K +$109 +2 +0%
CWP
202
Concord Wealth Partners
Virginia
$264K -$13.1K -241 -5%
Corient Private Wealth
203
Corient Private Wealth
Florida
$263K -$3.95M -72,504 -14%
CIM
204
Cambria Investment Management
California
$260K +$261K +4,791 New
EF
205
Empowered Funds
Pennsylvania
$260K +$261K +4,791 New
AssetMark Inc
206
AssetMark Inc
California
$245K +$35.7K +656 +17%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$241K
FCM
208
Family Capital Management
Michigan
$240K -$6.1K -112 -2%
AAP
209
Arax Advisory Partners
Colorado
$240K +$101K +1,855 +72%
SO
210
Sierra Ocean
California
$233K +$234K +4,301 New
HAS
211
HBW Advisory Services
California
$232K +$327 +6 +0.1%
BWL
212
Beacon Wealthcare LLC
North Carolina
$228K
DWM
213
Denver Wealth Management
Colorado
$227K -$106K -1,942 -32%
IAIM
214
International Assets Investment Management
Florida
$223K +$224K +4,121 New
EAM
215
Empirical Asset Management
Massachusetts
$222K +$223K +4,093 New
KWA
216
Kingswood Wealth Advisors
California
$218K -$31.7K -582 -13%
FIM
217
Freedom Investment Management
Connecticut
$205K -$9.26K -170 -4%
Marshall Wace
218
Marshall Wace
United Kingdom
$203K -$7.48M -137,306 -97%
TCA
219
Transcend Capital Advisors
New Jersey
$200K -$7.46K -137 -4%
SPIA
220
Steward Partners Investment Advisory
New York
$187K -$912K -16,749 -83%
BlackRock
221
BlackRock
New York
$180K
RMP
222
Richards, Merrill & Peterson
Washington
$143K +$143K +2,632 New
EWA
223
EverSource Wealth Advisors
Alabama
$140K +$163 +3 +0.1%
GWSG
224
GPS Wealth Strategies Group
Colorado
$134K +$109 +2 +0.1%
AWM
225
AE Wealth Management
Kansas
$128K +$128K +2,357 New

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.