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Invesco Russell 1000 Dynamic Multifactor ETF

261 hedge funds and large institutions have $3.23B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 118 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% less ownership

Funds ownership: 79.47%77.29% (-2.2%)

5% less funds holding

Funds holding: 275261 (-14)

12% less capital invested

Capital invested by funds: $3.68B → $3.23B (-$444M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

32% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 118

100% less call options, than puts

Call options by funds: $222K | Put options by funds: $98.8M

Holders
261
Holders Change
-14
Holders Change %
-5.09%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
22
Increased
80
Reduced
118
Closed
26
Calls
$222K
Puts
$98.8M
Net Calls
-$98.6M
Net Calls Change
-$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.01B -$178M -2,857,184 -15%
BL
2
Balentine LLC
Georgia
$311M -$4.07M -65,405 -1%
Morgan Stanley
3
Morgan Stanley
New York
$264M -$3.83M -61,460 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$223M +$58M +931,158 +33%
LPL Financial
5
LPL Financial
California
$162M -$5.88M -94,402 -3%
Bank of America
6
Bank of America
North Carolina
$116M -$16.8M -270,277 -12%
UBS Group
7
UBS Group
Switzerland
$69.1M -$1.37M -22,052 -2%
IAA
8
Independent Advisor Alliance
North Carolina
$53.7M +$54.8M +880,952 +6,956%
Mariner
9
Mariner
Kansas
$50.7M -$2.65M -42,483 -5%
HSA
10
HBK Sorce Advisory
Pennsylvania
$50.1M -$2.21M -35,524 -5%
AWA
11
Arkadios Wealth Advisors
Georgia
$41.9M +$4.04M +64,911 +10%
Wells Fargo
12
Wells Fargo
California
$41.3M -$1.57M -25,227 -4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$37.7M -$22.6M -362,828 -37%
IWM
14
IHT Wealth Management
Illinois
$37.3M +$3.66M +58,732 +10%
Raymond James Financial
15
Raymond James Financial
Florida
$27.4M -$5.25M -84,398 -16%
BWP
16
Baldwin Wealth Partners
Massachusetts
$26.4M -$1,000K -16,061 -4%
BCM
17
Brookstone Capital Management
Illinois
$25.1M +$157K +2,529 +0.6%
DLIC
18
Daido Life Insurance Company
Japan
$24.2M
ATS
19
Ashton Thomas Securities
New York
$23.4M +$997K +16,008 +4%
FEG
20
Financial Enhancement Group
Indiana
$22.4M +$825K +13,254 +4%
Creative Planning
21
Creative Planning
Kansas
$20.5M -$693K -11,123 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20.3M -$3.96M -63,558 -16%
KAS
23
Kestra Advisory Services
Texas
$19.6M +$480K +7,703 +2%
GIA
24
Gladstone Institutional Advisory
Florida
$19.2M +$3.43M +55,100 +21%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$18.5M +$450K +7,235 +2%