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Invesco Russell 1000 Dynamic Multifactor ETF

61 hedge funds and large institutions have $1.32B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

27% more funds holding

Funds holding: 4861 (+13)

14.52% more ownership

Funds ownership: 79.71%94.22% (+15%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $1.18B → $1.32B (+$138M)

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
1.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
19
Increased
24
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$812M -$54.2M -1,270,203 -6%
HSA
2
HBK Sorce Advisory
Pennsylvania
$80.7M -$607K -14,224 -0.8%
KPW
3
Kore Private Wealth
New York
$43.9M +$1.05M +24,688 +3%
CW
4
CreativeOne Wealth
Kansas
$42.5M -$341K -7,984 -0.8%
CGL
5
Clarius Group LLC
Washington
$38.2M +$326K +7,636 +0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$38.1M +$6.25M +146,426 +20%
LPL Financial
7
LPL Financial
California
$36.3M +$9.16M +214,674 +35%
CFA
8
Carroll Financial Associates
North Carolina
$28.5M +$799K +18,724 +3%
AA
9
ACT Advisors
North Carolina
$24.8M +$22.6M +529,290 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$22M -$573K -13,433 -3%
Bank of America
11
Bank of America
North Carolina
$17.7M -$145K -3,391 -0.8%
RJA
12
Raymond James & Associates
Florida
$14.5M +$13.8M +322,553 +6,081%
Morgan Stanley
13
Morgan Stanley
New York
$12.9M +$1.05M +24,617 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11M +$8.88M +208,081 +508%
PIA
15
Perennial Investment Advisors
California
$10.8M +$82.2K +1,927 +0.8%
PCMM
16
Piedmont Capital Management (Montana)
Montana
$9.2M +$651K +15,259 +8%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$8.06M -$734K -17,214 -9%
PCH
18
PGIM Custom Harvest
New Jersey
$6.82M -$234K -5,485 -3%
FEG
19
Financial Enhancement Group
Indiana
$6.45M +$346K +8,108 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.97M +$5.28M +123,688 +1,070%
PAG
21
Private Advisor Group
New Jersey
$5.44M +$2.02M +47,256 +62%
SAM
22
Stringer Asset Management
Tennessee
$5.03M +$4.87M +114,126 New
QA
23
Quantitative Advantage
Minnesota
$3.78M +$319K +7,486 +10%
ACS
24
Archford Capital Strategies
Illinois
$3.73M +$343K +8,051 +11%
AAS
25
Avantax Advisory Services
Texas
$3.62M -$294K -6,889 -8%

OMFL Hedge Fund Activity: Q1 2021 in Review

61 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2021, worth a combined $1.32B — up 12% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OMFL positions and 6 closed out — a net gain of 13 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was ACT Advisors, opening a new position worth an estimated $22.6M. The largest seller was Invesco, cutting an estimated $54.2M.

  • 61 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $1.32B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 19 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2021 and 6 closed out, a net change of +13 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2021 was ACT Advisors, an estimated $22.6M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2021 was Invesco, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2021.