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Invesco Russell 1000 Dynamic Multifactor ETF

109 hedge funds and large institutions have $1.83B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 18

22% more funds holding

Funds holding: 89109 (+20)

21% more capital invested

Capital invested by funds: $1.52B → $1.83B (+$318M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.58% less ownership

Funds ownership: 91.1%89.52% (-1.6%)

Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
54
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$901M +$85.1M +1,727,385 +11%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$104M +$15.8M +320,875 +19%
LPL Financial
3
LPL Financial
California
$96.2M +$38.3M +776,976 +69%
HSA
4
HBK Sorce Advisory
Pennsylvania
$95.4M -$1.36M -27,531 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$62.7M +$8.22M +166,876 +16%
KPW
6
Kore Private Wealth
New York
$56.4M -$1.21M -24,654 -2%
CGL
7
Clarius Group LLC
Washington
$51.8M +$5.1M +103,485 +11%
CFA
8
Carroll Financial Associates
North Carolina
$35M +$735K +14,925 +2%
Morgan Stanley
9
Morgan Stanley
New York
$34.9M +$10.4M +212,008 +44%
AA
10
ACT Advisors
North Carolina
$34.5M +$2.38M +48,233 +8%
Bank of America
11
Bank of America
North Carolina
$32M -$902K -18,311 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$28.2M +$1.23M +24,899 +5%
Goldman Sachs
13
Goldman Sachs
New York
$26.1M +$3.97M +80,508 +19%
RJA
14
Raymond James & Associates
Florida
$20.8M +$2.72M +55,133 +16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.9M +$2.95M +59,968 +21%
ST
16
Spinnaker Trust
Maine
$15.9M +$562K +11,418 +4%
Truist Financial
17
Truist Financial
North Carolina
$14.9M +$1.23M +24,977 +9%
EFL
18
ERn Financial LLC
Wisconsin
$14.3M +$1.18M +24,057 +9%
GM
19
GeoWealth Management
Illinois
$13M +$924K +18,750 +8%
APS
20
American Planning Services
Florida
$12.9M +$12.5M +254,027 New
PIA
21
Perennial Investment Advisors
California
$12.2M +$107K +2,175 +0.9%
IA
22
IFG Advisory
Georgia
$11.8M +$629K +12,776 +6%
QA
23
Quantitative Advantage
Minnesota
$10.3M +$448K +9,103 +5%
UBS Group
24
UBS Group
Switzerland
$9.86M +$5.38M +109,127 +128%
FEG
25
Financial Enhancement Group
Indiana
$9.25M +$980K +19,904 +12%

OMFL Hedge Fund Activity: Q4 2021 in Review

109 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2021, worth a combined $1.83B — up 21% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OMFL positions and 6 closed out — a net gain of 21 holders — while 54 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $85.1M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $15.7M sold.

  • 109 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $1.83B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 27 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2021 and 6 closed out, a net change of +21 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2021 was Invesco, an estimated $85.1M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2021 was Portfolio Strategies, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2021.