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Invesco Russell 1000 Dynamic Multifactor ETF

114 hedge funds and large institutions have $1.57B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 109114 (+5)

4.83% less ownership

Funds ownership: 89.52%84.69% (-4.8%)

14% less capital invested

Capital invested by funds: $1.83B → $1.57B (-$262M)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
19
Increased
46
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$742M -$102M -2,169,016 -12%
HSA
2
HBK Sorce Advisory
Pennsylvania
$93M +$3.34M +71,239 +4%
LPL Financial
3
LPL Financial
California
$82.3M -$7.88M -168,158 -9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$57.6M -$39M -831,439 -41%
KPW
5
Kore Private Wealth
New York
$54.8M +$1.78M +37,915 +3%
CGL
6
Clarius Group LLC
Washington
$51.8M
Osaic Holdings
7
Osaic Holdings
Arizona
$48.9M -$9.75M -208,054 -17%
Morgan Stanley
8
Morgan Stanley
New York
$33.9M +$1.09M +23,268 +3%
AA
9
ACT Advisors
North Carolina
$31.1M -$1.23M -26,207 -4%
Goldman Sachs
10
Goldman Sachs
New York
$30.3M +$5.62M +120,030 +23%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$27.3M +$787K +16,787 +3%
Bank of America
12
Bank of America
North Carolina
$23.5M -$6.42M -136,892 -22%
RJA
13
Raymond James & Associates
Florida
$22.7M +$3.13M +66,725 +16%
ST
14
Spinnaker Trust
Maine
$20.8M +$5.81M +123,972 +40%
EFL
15
ERn Financial LLC
Wisconsin
$17.7M +$4.18M +89,117 +32%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.2M -$576K -12,297 -3%
Truist Financial
17
Truist Financial
North Carolina
$14.6M +$564K +12,035 +4%
GM
18
GeoWealth Management
Illinois
$14.3M +$2.02M +43,192 +17%
APS
19
American Planning Services
Florida
$12.5M +$389K +8,294 +3%
PIA
20
Perennial Investment Advisors
California
$10.7M -$746K -15,914 -7%
QA
21
Quantitative Advantage
Minnesota
$10.4M +$684K +14,606 +7%
IA
22
IFG Advisory
Georgia
$9.51M -$1.57M -33,448 -14%
FEG
23
Financial Enhancement Group
Indiana
$9.29M +$603K +12,858 +7%
UBS Group
24
UBS Group
Switzerland
$8.84M -$411K -8,762 -5%
PAG
25
Private Advisor Group
New Jersey
$7.56M -$444K -9,482 -6%

OMFL Hedge Fund Activity: Q1 2022 in Review

114 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2022, worth a combined $1.57B — down 14% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OMFL positions and 11 closed out — a net gain of 8 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Fluent Financial, opening a new position worth an estimated $7.25M. The largest seller was Invesco, cutting an estimated $102M.

  • 114 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $1.57B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 19 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2022 and 11 closed out, a net change of +8 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2022 was Fluent Financial, an estimated $7.25M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2022 was Invesco, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2022.