We are live on ! Find out more
OMFL icon

Invesco Russell 1000 Dynamic Multifactor ETF

114 hedge funds and large institutions have $1.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 112114 (+2)

2.01% less ownership

Funds ownership: 87.63%85.62% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less capital invested

Capital invested by funds: $1.74B → $1.54B (-$204M)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.96%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
10
Increased
56
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$791M +$10.3M +242,173 +1%
LPL Financial
2
LPL Financial
California
$92.6M +$15.1M +354,964 +18%
HSA
3
HBK Sorce Advisory
Pennsylvania
$79.9M +$4.32M +101,830 +5%
KPW
4
Kore Private Wealth
New York
$46.1M +$1.07M +25,281 +2%
CGL
5
Clarius Group LLC
Washington
$44.8M +$1.42M +33,599 +3%
Morgan Stanley
6
Morgan Stanley
New York
$38.9M +$991K +23,382 +2%
Goldman Sachs
7
Goldman Sachs
New York
$38.6M +$109K +2,567 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.9M +$3.73M +87,893 +15%
WPW
9
Waldron Private Wealth
Pennsylvania
$25.1M +$27.3M +643,284 New
AA
10
ACT Advisors
North Carolina
$24.2M -$1.99M -46,882 -7%
ST
11
Spinnaker Trust
Maine
$23.9M +$540K +12,742 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$23.6M +$1.12M +26,398 +5%
Bank of America
13
Bank of America
North Carolina
$22.2M +$5.15M +121,476 +27%
RJA
14
Raymond James & Associates
Florida
$16.1M -$979K -23,098 -5%
DLIC
15
Daido Life Insurance Company
Japan
$15.7M +$17.1M +403,056 New
EFL
16
ERn Financial LLC
Wisconsin
$15.6M +$405K +9,547 +2%
AWS
17
AJ Wealth Strategies
New York
$15.3M -$141M -3,336,004 -89%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$13.5M +$741K +17,486 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$13M +$2.17M +51,196 +18%
Ameriprise
20
Ameriprise
Minnesota
$10.3M +$6.28M +147,994 +129%
PIA
21
Perennial Investment Advisors
California
$9.55M +$1.21M +28,605 +13%
QA
22
Quantitative Advantage
Minnesota
$9.29M +$419K +9,880 +4%
MIAN
23
Mariner Independent Advisor Network
Kansas
$8.99M +$518K +12,205 +6%
FEG
24
Financial Enhancement Group
Indiana
$8.13M -$29.3K -690 -0.3%
PAG
25
Private Advisor Group
New Jersey
$7.25M +$1.13M +26,644 +17%

OMFL Hedge Fund Activity: Q3 2022 in Review

114 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q3 2022, worth a combined $1.54B — down 12% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OMFL positions and 8 closed out — a net gain of 2 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Waldron Private Wealth, opening a new position worth an estimated $27.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $141M.

  • 114 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q3 2022, up from 112 in Q2 2022.
  • Funds reported $1.54B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 10 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q3 2022 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q3 2022 was Waldron Private Wealth, an estimated $27.3M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q3 2022 was AJ Wealth Strategies, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2022.