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Invesco Russell 1000 Dynamic Multifactor ETF
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Overview Fund Activity

205 hedge funds and large institutions have $3.54B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.27%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
40
Increased
102
Reduced
49
Closed
22
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
+$127K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$68.3M
3
Cerity Partners
Cerity Partners
New York
+$67.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$45.8M
5
Wells Fargo
Wells Fargo
California
+$31.6M

Top Sellers

1
AC
Avestar Capital
New York
-$11.2M
2
Ameriprise
Ameriprise
Minnesota
-$10.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.68M
4
KIA
KLR Investment Advisors
Rhode Island
-$7.62M
5
Invesco
Invesco
Georgia
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$832M -$7.41M -161,678 -0.9%
LPL Financial
2
LPL Financial
California
$282M +$27.3M +595,535 +11%
Morgan Stanley
3
Morgan Stanley
New York
$176M +$23.7M +517,468 +16%
Wells Fargo
4
Wells Fargo
California
$138M +$31.6M +689,322 +30%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$133M +$9.79M +213,527 +8%
HSA
6
HBK Sorce Advisory
Pennsylvania
$125M +$1.37M +29,788 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$117M +$45.8M +998,575 +64%
Ameriprise
8
Ameriprise
Minnesota
$104M -$10.7M -234,240 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$101M +$84.6M +1,846,484 +524%
Bank of America
10
Bank of America
North Carolina
$88.4M +$24M +524,362 +37%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$68.3M +$68.3M +1,489,995 New
Cerity Partners
12
Cerity Partners
New York
$67.9M +$67.9M +1,480,703 New
BWM
13
Baystate Wealth Management
Massachusetts
$53.8M +$3.77M +82,210 +8%
UBS Group
14
UBS Group
Switzerland
$52.3M +$20.3M +443,587 +64%
Corient Private Wealth
15
Corient Private Wealth
Florida
$51.9M -$406K -8,854 -0.8%
CGL
16
Clarius Group LLC
Washington
$51.5M -$1.31M -28,538 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$51.4M -$1.6M -34,863 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$51.2M +$3.68M +80,275 +8%
WPW
19
Waldron Private Wealth
Pennsylvania
$49.7M +$4.06M +88,487 +9%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$36.2M +$19.1M +416,799 +112%
MML Investors Services
21
MML Investors Services
Massachusetts
$31.9M +$10.5M +228,144 +49%
PAG
22
Private Advisor Group
New Jersey
$31.6M +$2.45M +53,513 +8%
IDA
23
Intelligence Driven Advisers
California
$28.2M +$7.82M +173,953 +38%
Truist Financial
24
Truist Financial
North Carolina
$28.1M -$4.71M -102,802 -14%
Mariner
25
Mariner
Kansas
$27.6M +$1.09M +23,738 +4%
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