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Invesco Russell 1000 Dynamic Multifactor ETF

246 hedge funds and large institutions have $4.64B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.61%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.5%
New
61
Increased
100
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$1.02B +$90M +1,750,566 +10%
Morgan Stanley
2
Morgan Stanley
New York
$499M +$301M +5,864,160 +153%
LPL Financial
3
LPL Financial
California
$324M +$7.53M +146,545 +2%
BL
4
Balentine LLC
Georgia
$165M +$165M +3,215,346 New
Wells Fargo
5
Wells Fargo
California
$153M -$2.34M -45,556 -2%
Bank of America
6
Bank of America
North Carolina
$135M +$35.9M +698,909 +36%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$125M +$12.5M +242,348 +11%
UBS Group
8
UBS Group
Switzerland
$113M +$54.4M +1,059,014 +93%
HSA
9
HBK Sorce Advisory
Pennsylvania
$106M -$34.1M -662,828 -24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$103M -$46.4M -902,604 -31%
Osaic Holdings
11
Osaic Holdings
Arizona
$87.8M -$44M -854,977 -33%
Ameriprise
12
Ameriprise
Minnesota
$87.1M -$29.6M -575,358 -25%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$73.4M -$3.18M -61,860 -4%
BWM
14
Baystate Wealth Management
Massachusetts
$62.3M +$2.02M +39,325 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$58.8M +$1.4M +27,236 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$58M +$47.5M +923,693 +451%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$56.2M +$32.7M +636,545 +139%
Corient Private Wealth
18
Corient Private Wealth
Florida
$56.2M -$2.06M -40,116 -4%
CGL
19
Clarius Group LLC
Washington
$54.9M -$2.88M -56,037 -5%
WPW
20
Waldron Private Wealth
Pennsylvania
$54.3M -$1.42M -27,610 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$52.8M +$38.4M +746,837 +267%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$51M -$6.63M -129,033 -12%
AWM
23
Apollon Wealth Management
South Carolina
$40.5M +$11.9M +231,677 +42%
PAG
24
Private Advisor Group
New Jersey
$38.4M +$2.96M +57,484 +8%
DMBA
25
Deseret Mutual Benefit Administrators
Utah
$35.6M +$35.6M +693,268 New