We are live on ! Find out more
OMFL icon

Invesco Russell 1000 Dynamic Multifactor ETF

46 hedge funds and large institutions have $867M invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

0.97% less ownership

Funds ownership: 96.69%95.72% (-0.97%)

10% less funds holding

Funds holding: 5146 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less capital invested

Capital invested by funds: $1.16B → $867M (-$292M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
5
Increased
29
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$677M -$9.4M -306,034 -1%
RIG
2
RiverFront Investment Group
Virginia
$25.2M +$6.95M +226,308 +23%
CGL
3
Clarius Group LLC
Washington
$22.4M +$2.82M +91,816 +12%
CW
4
CreativeOne Wealth
Kansas
$19M +$4.89M +159,385 +28%
KPW
5
Kore Private Wealth
New York
$16.7M +$1.19M +38,698 +6%
RJA
6
Raymond James & Associates
Florida
$16.6M +$3.8M +123,786 +24%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$16M +$10.8M +353,192 +136%
CFA
8
Carroll Financial Associates
North Carolina
$15.5M +$4.15M +135,303 +29%
Bank of America
9
Bank of America
North Carolina
$13.2M +$468K +15,249 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.08M +$3.55M +115,769 +98%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.08M +$1.51M +49,329 +27%
PIA
12
Perennial Investment Advisors
California
$5.2M +$1.5M +48,824 +32%
GM
13
GeoWealth Management
Illinois
$3.97M +$484K +15,751 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.81M -$7.58M -246,832 -63%
TRCT
15
Tower Research Capital (TRC)
New York
$2.58M +$2.54M +82,617 +504%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.48M +$2.63M +85,769 +888%
AAS
17
Avantax Advisory Services
Texas
$2.2M +$103K +3,341 +4%
Truist Financial
18
Truist Financial
North Carolina
$2.01M +$560K +18,235 +31%
ACS
19
Archford Capital Strategies
Illinois
$1.7M +$215K +7,016 +12%
SAM
20
Stringer Asset Management
Tennessee
$1.59M -$613K -19,958 -25%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.08M +$208K +6,791 +20%
JWBC
22
John W. Brooker & Co
California
$843K +$18.8K +612 +2%
Stifel Financial
23
Stifel Financial
Missouri
$837K +$389K +12,672 +66%
LPL Financial
24
LPL Financial
California
$772K +$363K +11,818 +66%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$595K +$226K +7,367 +48%

OMFL Hedge Fund Activity: Q1 2020 in Review

46 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2020, worth a combined $867M — down 25% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OMFL and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 29 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $61.6M sold.

  • 46 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $867M of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 5 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2020 and 8 closed out, a net change of -3 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $10.8M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2020.