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Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

32 hedge funds and large institutions have $141M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3.64% less ownership

Funds ownership: 87.39% → 83.75% (-3.6%)

6% less funds holding

Funds holding: 34 → 32 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

13% less capital invested

Capital invested by funds: $161M → $141M (-$20.5M)

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Searcy Financial Services
Kansas
+$17.6M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$3.84M
3
HFS
Hantz Financial Services
Michigan
+$2.9M
4
GM
GeoWealth Management
Illinois
+$2.33M
5
SPIA
Steward Partners Investment Advisory
New York
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$27M
2
Bank of America
Bank of America
North Carolina
-$4.35M
3
AAS
Avantax Advisory Services
Texas
-$1.65M
4
LPL Financial
LPL Financial
California
-$1.48M
5
Invesco
Invesco
Georgia
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$75K +$116K +2,960 New
APC
27
Aspire Private Capital
North Carolina
$52K -$860 -22 -2%
CFGS
28
Concourse Financial Group Securities
Alabama
$49K – – –
PFS
29
Prospera Financial Services
Texas
$38K +$38.7K +990 New
APA
30
American Portfolios Advisors
New York
$5.83K – – –
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3K +$3.28K +84 New
BlackRock
32
BlackRock
New York
$1K – – –
ARC
33
Advisor Resource Council
Texas
– -$1.15M -27,275 Closed
FTUS
34
Flow Traders U.S.
New York
– -$765K -18,183 Closed
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
– -$268K -6,364 Closed
RW
36
RVW Wealth
California
– -$210K -5,000 Closed
JP Morgan Chase
37
JP Morgan Chase
New York
– -$179K -4,250 Closed
CA
38
CoreCap Advisors
Michigan
– -$120K -2,851 Closed
S
39
SignatureFD
Georgia
– -$72K -1,715 Closed
SCA
40
Snowden Capital Advisors
New York
– -$2K -54 Closed
1
2

OMFS Hedge Fund Activity: Q1 2022 in Review

32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2022, worth a combined $141M — down 13% from $161M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OMFS and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 12 added.

The largest buyer was Searcy Financial Services, opening a new position worth an estimated $17.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $27M.

  • 32 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2022, down from 34 in Q4 2021.
  • Funds reported $141M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 7 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2022 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2022 was Searcy Financial Services, an estimated $17.6M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2022.