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Invesco Russell 1000 Dynamic Multifactor ETF

152 hedge funds and large institutions have $2.37B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.43%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
41
Increased
66
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$871M -$17.7M -380,486 -2%
LPL Financial
2
LPL Financial
California
$187M +$56.2M +1,209,657 +43%
HSA
3
HBK Sorce Advisory
Pennsylvania
$122M -$119M -2,564,534 -49%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$96.5M +$26.6M +572,653 +38%
Morgan Stanley
5
Morgan Stanley
New York
$88.8M +$45.7M +982,832 +106%
AWS
6
AJ Wealth Strategies
New York
$76.9M -$75.5K -1,624 -0.1%
PI
7
PFS Investments
Georgia
$60.9M -$12M -254,771 -16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$55.3M +$292K +6,284 +0.5%
CGL
9
Clarius Group LLC
Washington
$54.1M +$2.58M +55,431 +5%
Bank of America
10
Bank of America
North Carolina
$46.4M +$17.7M +380,548 +62%
Wells Fargo
11
Wells Fargo
California
$46.4M +$46.2M +994,490 +39,796%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$44.9M +$16.2M +348,073 +56%
WPW
13
Waldron Private Wealth
Pennsylvania
$44.4M +$14.5M +311,974 +48%
Ameriprise
14
Ameriprise
Minnesota
$34.6M +$21.6M +465,267 +167%
AA
15
ACT Advisors
North Carolina
$30.6M -$603K -12,976 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.4M +$1.66M +35,794 +6%
Mariner
17
Mariner
Kansas
$26.4M +$5.41M +116,329 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$24.8M +$1.55M +33,359 +7%
PAG
19
Private Advisor Group
New Jersey
$23M +$2.83M +60,787 +14%
WFPG
20
Waller Financial Planning Group
Ohio
$19.6M +$19.6M +421,952 New
EFL
21
ERn Financial LLC
Wisconsin
$19.4M +$132K +2,847 +0.7%
AFA
22
Alpha Financial Advisors
North Carolina
$19.2M +$502K +10,796 +3%
DLIC
23
Daido Life Insurance Company
Japan
$18.7M
RJA
24
Raymond James & Associates
Florida
$18.2M -$3.88M -83,556 -18%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$17.5M +$14.7M +316,625 +538%