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Invesco Russell 1000 Dynamic Multifactor ETF

260 hedge funds and large institutions have $3.61B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 133 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-8
Holders Change %
-2.99%
% of All Funds
3.53%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.26%
New
21
Increased
69
Reduced
133
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$1.01B -$150M -2,819,083 -13%
BL
2
Balentine LLC
Georgia
$299M -$4.11M -77,107 -1%
APSPRSPT
3
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$287M +$623K +11,689 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$263M -$12.5M -235,383 -5%
LPL Financial
5
LPL Financial
California
$151M -$37.5M -703,656 -20%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$140M +$19.8M +372,297 +16%
Bank of America
7
Bank of America
North Carolina
$83.7M -$13M -243,206 -13%
Wells Fargo
8
Wells Fargo
California
$64.9M -$8.15M -152,902 -11%
UBS Group
9
UBS Group
Switzerland
$64.3M +$3.88M +72,789 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$57.6M -$1.01M -19,027 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$53.7M -$1.47M -27,541 -3%
OFS
12
Orrstown Financial Services
Pennsylvania
$52.6M +$142K +2,665 +0.3%
WPW
13
Waldron Private Wealth
Pennsylvania
$52.3M -$1.49M -27,936 -3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$49.6M -$7.92M -148,616 -14%
Mariner
15
Mariner
Kansas
$48.5M +$2.38M +44,570 +5%
DMBA
16
Deseret Mutual Benefit Administrators
Utah
$42.3M
AWA
17
Arkadios Wealth Advisors
Georgia
$35.5M +$1.04M +19,559 +3%
LA
18
LM Advisors
California
$33.7M +$370K +6,948 +1%
PAG
19
Private Advisor Group
New Jersey
$33.1M -$779K -14,609 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27.8M +$2.21M +41,385 +9%
IWM
21
IHT Wealth Management
Illinois
$27.7M +$2.54M +47,579 +10%
WFPG
22
Waller Financial Planning Group
Ohio
$26.5M -$2.98M -55,886 -10%
Raymond James Financial
23
Raymond James Financial
Florida
$25.8M -$17.8M -333,842 -41%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$25.7M -$1.36M -25,500 -5%
BWP
25
Baldwin Wealth Partners
Massachusetts
$23.7M -$648K -12,161 -3%