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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

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more funds holding

Funds holding: 124152 (+28)

19% more capital invested

Capital invested by funds: $1.99B → $2.37B (+$385M)

4.19% less ownership

Funds ownership: 91.32%87.13% (-4.2%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.42%
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
Change in
Stake
Invesco
1
Invesco
Georgia
$871M -$17.5M -380,486 -2%
LPL Financial
2
LPL Financial
California
$187M +$55.5M +1,209,657 +43%
HSA
3
HBK Sorce Advisory
Pennsylvania
$122M -$118M -2,564,534 -49%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$96.5M +$26.3M +572,653 +38%
Morgan Stanley
5
Morgan Stanley
New York
$88.8M +$45.1M +982,832 +106%
AWS
6
AJ Wealth Strategies
New York
$76.9M -$74.5K -1,624 -0.1%
PI
7
PFS Investments
Georgia
$60.9M -$11.7M -254,771 -16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$55.3M +$288K +6,284 +0.5%
CGL
9
Clarius Group LLC
Washington
$54.1M +$2.54M +55,431 +5%
Bank of America
10
Bank of America
North Carolina
$46.4M +$17.5M +380,548 +62%
Wells Fargo
11
Wells Fargo
California
$46.4M +$45.6M +994,490 +39,796%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$44.9M +$16M +348,073 +56%
WPW
13
Waldron Private Wealth
Pennsylvania
$44.4M +$14.3M +311,974 +48%
Ameriprise
14
Ameriprise
Minnesota
$34.6M +$21.3M +465,267 +167%
AA
15
ACT Advisors
North Carolina
$30.6M -$595K -12,976 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.4M +$1.64M +35,794 +6%
Mariner
17
Mariner
Kansas
$26.4M +$5.34M +116,329 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$24.8M +$1.53M +33,359 +7%
PAG
19
Private Advisor Group
New Jersey
$23M +$2.79M +60,787 +14%
WFPG
20
Waller Financial Planning Group
Ohio
$19.6M +$19.4M +421,952 New
EFL
21
ERn Financial LLC
Wisconsin
$19.4M +$131K +2,847 +0.7%
AFA
22
Alpha Financial Advisors
North Carolina
$19.2M +$495K +10,796 +3%
DLIC
23
Daido Life Insurance Company
Japan
$18.7M
RJA
24
Raymond James & Associates
Florida
$18.2M -$3.83M -83,556 -18%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$17.5M +$14.5M +316,625 +538%

OMFL Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q1 2023, worth a combined $2.37B — up 19% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 11 closed out — a net gain of 30 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $118M.

  • 152 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $2.37B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q1 2023 and 11 closed out, a net change of +30 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q1 2023 was LPL Financial, an estimated $55.5M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.