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Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

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

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

23% more funds holding

Funds holding: 40 → 49 (+9)

20% more capital invested

Capital invested by funds: $265M → $318M (+$53.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.87% less ownership

Funds ownership: 98.15% → 96.28% (-1.9%)

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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.7M
2
HFS
Hantz Financial Services
Michigan
+$6.48M
3
FCB
First Command Bank
Texas
+$4.67M
4
FCFS
First Command Financial Services
Texas
+$4.67M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
MOS
MGO One Seven
Ohio
-$2.13M
2
FHC
First Heartland Consultants
Missouri
-$1.77M
3
DAS
Dynamic Advisor Solutions
Arizona
-$1.12M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$412K
5
Invesco
Invesco
Georgia
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$802K -$412K -11,860 -35%
DAS
27
Dynamic Advisor Solutions
Arizona
$798K -$1.12M -32,326 -59%
SWP
28
Stratos Wealth Partners
Ohio
$771K +$499K +14,361 +207%
LWM
29
Lionsbridge Wealth Management
Florida
$760K +$729K +20,985 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$708K +$679K +19,541 New
AC
31
Apella Capital
Connecticut
$705K +$676K +19,464 New
EFL
32
ERn Financial LLC
Wisconsin
$635K -$22.8K -655 -4%
AWS
33
AJ Wealth Strategies
New York
$624K – – –
EH
34
Equitable Holdings
New York
$472K +$40.7K +1,171 +10%
CWM
35
Collaborative Wealth Management
Florida
$454K -$64.2K -1,849 -13%
Goldman Sachs
36
Goldman Sachs
New York
$370K +$355K +10,226 New
MIA
37
Milestone Investment Advisors
Wisconsin
$345K +$24.2K +697 +8%
AC
38
Avestar Capital
New York
$338K +$324K +9,335 New
APC
39
Aspire Private Capital
North Carolina
$69.7K +$174 +5 +0.3%
AF
40
Advisornet Financial
Minnesota
$51.7K +$49.6K +1,426 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$50.2K +$48.2K +1,386 New
CFGS
42
Concourse Financial Group Securities
Alabama
$45.3K – – –
Morgan Stanley
43
Morgan Stanley
New York
$26.4K +$25.4K +730 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$13K +$12.4K +358 New
AAP
45
Arax Advisory Partners
Colorado
$4.46K +$4.27K +123 New
GRP
46
Global Retirement Partners
California
$4.31K +$1.88K +54 +83%
HI
47
Harbour Investments
Wisconsin
$2.65K – – –
OP
48
ORG Partners
Indiana
$545 +$521 +15 New
JP Morgan Chase
49
JP Morgan Chase
New York
$36 -$40.3K -1,159 -100%
FHC
50
First Heartland Consultants
Missouri
– -$1.77M -50,414 Closed
1
2
3

OMFS Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q2 2023, worth a combined $318M — up 20% from $265M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OMFS positions and 3 closed out — a net gain of 10 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.7M. The largest seller was MGO One Seven, cutting an estimated $2.13M.

  • 49 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q2 2023, up from 40 in Q1 2023.
  • Funds reported $318M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q2 2023 and 3 closed out, a net change of +10 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q2 2023 was LPL Financial, an estimated $12.7M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q2 2023 was MGO One Seven, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2023.