OMFS icon

Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

Overview Fund Activity

49 hedge funds and large institutions have $318M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
25
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$51.1M
2
HFS
Hantz Financial Services
Michigan
$33.5M
3
FCFS
First Command Financial Services
Texas
$4.86M
4
FCB
First Command Bank
Texas
$4.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.9M

Top Sellers

1
MOS
MGO One Seven
Ohio
$3.57M
2
FHC
First Heartland Consultants
Missouri
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$798K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$802K
5
Invesco
Invesco
Georgia
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$802K -$430K -11,860 -35%
DAS
27
Dynamic Advisor Solutions
Arizona
$798K -$1.17M -32,326 -59%
SWP
28
Stratos Wealth Partners
Ohio
$771K +$520K +14,361 +207%
LWM
29
Lionsbridge Wealth Management
Florida
$760K +$760K +20,985 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$708K +$708K +19,541 New
AC
31
Apella Capital
Connecticut
$705K +$705K +19,464 New
EFL
32
ERn Financial LLC
Wisconsin
$635K -$23.7K -655 -4%
AWS
33
AJ Wealth Strategies
New York
$624K – – –
EH
34
Equitable Holdings
New York
$472K +$42.4K +1,171 +10%
CWM
35
Collaborative Wealth Management
Florida
$454K -$67K -1,849 -13%
Goldman Sachs
36
Goldman Sachs
New York
$370K +$370K +10,226 New
MIA
37
Milestone Investment Advisors
Wisconsin
$345K +$25.3K +697 +8%
AC
38
Avestar Capital
New York
$338K +$338K +9,335 New
APC
39
Aspire Private Capital
North Carolina
$69.7K +$181 +5 +0.3%
AF
40
Advisornet Financial
Minnesota
$51.7K +$51.7K +1,426 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$50.2K +$50.2K +1,386 New
CFGS
42
Concourse Financial Group Securities
Alabama
$45.3K – – –
Morgan Stanley
43
Morgan Stanley
New York
$26.4K +$26.4K +730 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$13K +$13K +358 New
AAP
45
Arax Advisory Partners
Colorado
$4.46K +$4.46K +123 New
GRP
46
Global Retirement Partners
California
$4.31K +$1.96K +54 +83%
HI
47
Harbour Investments
Wisconsin
$2.65K – – –
OP
48
ORG Partners
Indiana
$545 +$545 +15 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$36 -$41.7K -1,159 -100%
FHC
50
First Heartland Consultants
Missouri
– -$1.77M -50,414 Closed
1
2
3