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Invesco Russell 1000 Dynamic Multifactor ETF

57 hedge funds and large institutions have $1.06B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more funds holding

Funds holding: 4657 (+11)

23% more capital invested

Capital invested by funds: $867M → $1.06B (+$196M)

0.23% more ownership

Funds ownership: 95.72%95.95% (+0.23%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
57
Holders Change
+11
Holders Change %
+23.91%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
18
Increased
15
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$762M -$11.5M -389,130 -1%
HSA
2
HBK Sorce Advisory
Pennsylvania
$47.4M +$47.2M +1,594,497 New
RIG
3
RiverFront Investment Group
Virginia
$35.9M +$75.4K +2,546 +0.2%
KPW
4
Kore Private Wealth
New York
$27.7M +$8.58M +289,990 +45%
CW
5
CreativeOne Wealth
Kansas
$25.5M +$3.73M +125,965 +17%
CGL
6
Clarius Group LLC
Washington
$21.9M -$3.71M -125,223 -15%
Bank of America
7
Bank of America
North Carolina
$18.4M +$3.34M +112,777 +22%
CFA
8
Carroll Financial Associates
North Carolina
$18.1M +$441K +14,892 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$18M -$260K -8,793 -1%
RJA
10
Raymond James & Associates
Florida
$15.9M -$3M -101,224 -16%
LPL Financial
11
LPL Financial
California
$9.95M +$9.03M +304,990 +1,027%
PIA
12
Perennial Investment Advisors
California
$6.55M +$612K +20,683 +10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.12M -$823K -27,812 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.93M -$1.02M -34,366 -15%
GM
15
GeoWealth Management
Illinois
$5.59M +$1.05M +35,497 +23%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$4.66M +$4.64M +156,849 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.86M -$493K -16,667 -11%
SWP
18
Stratos Wealth Partners
Ohio
$3.37M +$3.36M +113,463 New
FEG
19
Financial Enhancement Group
Indiana
$2.7M +$2.69M +90,796 New
CC
20
Callan Capital
California
$2.35M +$2.34M +79,187 New
AAS
21
Avantax Advisory Services
Texas
$2.26M -$251K -8,479 -10%
Truist Financial
22
Truist Financial
North Carolina
$2.2M -$104K -3,520 -5%
ACS
23
Archford Capital Strategies
Illinois
$1.98M +$34.9K +1,179 +2%
PAG
24
Private Advisor Group
New Jersey
$1.97M +$1.96M +66,231 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.45M +$219K +7,413 +18%

OMFL Hedge Fund Activity: Q2 2020 in Review

57 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2020, worth a combined $1.06B — up 23% from $867M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OMFL positions and 6 closed out — a net gain of 12 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $47.2M. The largest seller was Invesco, cutting an estimated $11.5M.

  • 57 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2020, up from 46 in Q1 2020.
  • Funds reported $1.06B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2020, up 23% quarter-over-quarter.
  • 18 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2020 and 6 closed out, a net change of +12 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2020 was HBK Sorce Advisory, an estimated $47.2M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2020 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2020.