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Invesco Russell 1000 Dynamic Multifactor ETF

265 hedge funds and large institutions have $3.95B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $3.61B → $3.95B (+$341M)

1% more funds holding

Funds holding: 262265 (+3)

1.08% more ownership

Funds ownership: 78.53%79.61% (+1.1%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

27% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 113

Holders
265
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.49%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
27
Increased
83
Reduced
113
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.19B +$91.2M +1,671,104 +9%
BL
2
Balentine LLC
Georgia
$325M +$555K +10,168 +0.2%
APSPRSPT
3
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$312M +$548K +10,050 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$282M -$2.7M -49,524 -1%
LPL Financial
5
LPL Financial
California
$158M -$4.52M -82,917 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$155M +$2.61M +47,869 +2%
Bank of America
7
Bank of America
North Carolina
$124M +$31.3M +573,361 +37%
UBS Group
8
UBS Group
Switzerland
$71.2M +$1.42M +26,095 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$61M -$1.72M -31,512 -3%
OFS
10
Orrstown Financial Services
Pennsylvania
$57.7M +$662K +12,133 +1%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$57.2M -$891K -16,331 -2%
Wells Fargo
12
Wells Fargo
California
$52.7M -$16.7M -305,704 -25%
HSA
13
HBK Sorce Advisory
Pennsylvania
$50.5M -$3.11M -56,971 -6%
Mariner
14
Mariner
Kansas
$50.1M -$2.33M -42,717 -5%
DMBA
15
Deseret Mutual Benefit Administrators
Utah
$45.8M
AWA
16
Arkadios Wealth Advisors
Georgia
$38.8M +$313K +5,729 +0.9%
LA
17
LM Advisors
California
$36.3M -$250K -4,587 -0.7%
WFPG
18
Waller Financial Planning Group
Ohio
$34.2M +$5.21M +95,471 +19%
Raymond James Financial
19
Raymond James Financial
Florida
$33.2M +$5.01M +91,888 +19%
IWM
20
IHT Wealth Management
Illinois
$31.2M +$1.19M +21,738 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$29.3M +$1.34M +24,472 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$27.8M -$2.22M -40,700 -8%
BWP
23
Baldwin Wealth Partners
Massachusetts
$26M +$322K +5,905 +1%
BCM
24
Brookstone Capital Management
Illinois
$26M +$2M +36,581 +9%
DLIC
25
Daido Life Insurance Company
Japan
$23.3M

OMFL Hedge Fund Activity: Q2 2025 in Review

265 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q2 2025, worth a combined $3.95B — up 9.4% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OMFL positions and 22 closed out — a net gain of 5 holders — while 83 added to existing stakes and 113 trimmed.

The largest buyer was Invesco, adding an estimated $91.2M. The largest seller was Waldron Private Wealth, cutting an estimated $52.9M.

  • 265 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q2 2025, up from 262 in Q1 2025.
  • Funds reported $3.95B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 27 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q2 2025 and 22 closed out, a net change of +5 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q2 2025 was Invesco, an estimated $91.2M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q2 2025 was Waldron Private Wealth, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2025.