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Invesco Russell 1000 Dynamic Multifactor ETF

260 hedge funds and large institutions have $5.25B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.77%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
38
Increased
104
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$1.21B +$108M +1,946,989 +10%
BL
2
Balentine LLC
Georgia
$421M +$244M +4,410,300 +137%
LPL Financial
3
LPL Financial
California
$364M +$16.2M +294,018 +5%
Morgan Stanley
4
Morgan Stanley
New York
$346M -$189M -3,427,819 -35%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$162M +$26.9M +487,156 +20%
Bank of America
6
Bank of America
North Carolina
$148M +$2.87M +51,875 +2%
Wells Fargo
7
Wells Fargo
California
$139M -$25.2M -456,578 -15%
UBS Group
8
UBS Group
Switzerland
$114M -$7.44M -134,763 -6%
HSA
9
HBK Sorce Advisory
Pennsylvania
$110M -$4.25M -76,962 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$105M -$5.6M -101,433 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$98.6M +$4.36M +78,946 +5%
Mariner
12
Mariner
Kansas
$85.7M +$72.4M +1,311,038 +543%
Ameriprise
13
Ameriprise
Minnesota
$79.5M -$14.1M -255,978 -15%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$77.4M -$1.52M -27,452 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$70.3M +$9.93M +179,878 +16%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$64.6M +$2.26M +40,865 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$64.3M +$1.1M +19,939 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$58.6M +$1.88M +34,126 +3%
WPW
19
Waldron Private Wealth
Pennsylvania
$58.6M +$223K +4,039 +0.4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$53.8M -$994K -17,992 -2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$48.4M -$11.9M -215,402 -20%
DMBA
22
Deseret Mutual Benefit Administrators
Utah
$45.2M +$6.88M +124,519 +18%
OFS
23
Orrstown Financial Services
Pennsylvania
$44.3M +$8.56M +155,059 +24%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$40.3M +$3.82M +69,156 +10%
PAG
25
Private Advisor Group
New Jersey
$39.6M -$1.64M -29,716 -4%