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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

40 hedge funds and large institutions have $265M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
$28.4M
2
LPL Financial
LPL Financial
California
$36.7M
3
HFS
Hantz Financial Services
Michigan
$25.9M
4
Bank of America
Bank of America
North Carolina
$11.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$5.29M

Top Sellers

1
CWM
Collaborative Wealth Management
Florida
$506K
2
AWS
AJ Wealth Strategies
New York
$605K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
4
APWA
Atlas Private Wealth Advisors
New Jersey
$0
5
MOS
MGO One Seven
Ohio
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$605K -$888K -25,273 -59%
CWM
27
Collaborative Wealth Management
Florida
$506K -$2.1M -59,773 -81%
EH
28
Equitable Holdings
New York
$417K +$116K +3,298 +39%
MIA
29
Milestone Investment Advisors
Wisconsin
$310K +$36.3K +1,032 +13%
SWP
30
Stratos Wealth Partners
Ohio
$243K +$243K +6,925 New
AAS
31
Ameritas Advisory Services
Nebraska
$77.7K +$77.7K +2,214 New
APC
32
Aspire Private Capital
North Carolina
$67.5K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$43.9K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$41K +$41K +1,160 New
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$39K +$39K +1,100 New
NC
36
NewSquare Capital
Pennsylvania
$4.25K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$3.95K +$3.95K +112 New
HI
38
Harbour Investments
Wisconsin
$2.57K – – –
GRP
39
Global Retirement Partners
California
$2.2K – – –
HNB
40
Huntington National Bank
Ohio
$1.76K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$770 +$164 +4,682 +27%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
– -$613K -17,925 Closed
APWA
43
Atlas Private Wealth Advisors
New Jersey
– -$204K -5,971 Closed
IA
44
IFP Advisors
Florida
– -$76K -2,967 Closed
Wells Fargo
45
Wells Fargo
California
– -$9.19K -269 Closed
S
46
SignatureFD
Georgia
– -$6.52K -191 Closed
BlackRock
47
BlackRock
New York
– -$855 -25 Closed
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