OMFS icon

Invesco Russell 2000 Dynamic Multifactor ETF

57 hedge funds and large institutions have $325M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
26
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.13M +$208K +6,116 +23%
AAS
27
Avantax Advisory Services
Texas
$1.01M +$97.2K +2,865 +11%
LWM
28
Lionsbridge Wealth Management
Florida
$710K -$2.48K -73 -0.3%
AC
29
Apella Capital
Connecticut
$650K -$10.2K -301 -2%
IA
30
IFG Advisory
Georgia
$600K -$154K -4,538 -20%
Cerity Partners
31
Cerity Partners
New York
$587K +$587K +17,308 New
EFL
32
ERn Financial LLC
Wisconsin
$578K -$17.4K -512 -3%
IWC
33
Integrated Wealth Concepts
Massachusetts
$456K +$456K +13,444 New
EH
34
Equitable Holdings
New York
$450K +$7.47K +220 +2%
CWM
35
Collaborative Wealth Management
Florida
$402K -$23.5K -693 -6%
TFS
36
Thoroughbred Financial Services
Tennessee
$336K +$336K +9,903 New
DWM
37
Denver Wealth Management
Colorado
$298K +$298K +8,793 New
DAS
38
Dynamic Advisor Solutions
Arizona
$278K -$469K -13,828 -63%
Two Sigma Investments
39
Two Sigma Investments
New York
$271K +$271K +8,000 New
Jane Street
40
Jane Street
New York
$270K +$270K +7,964 New
Morgan Stanley
41
Morgan Stanley
New York
$260K +$235K +6,926 +949%
LIM
42
Leavell Investment Management
Alabama
$202K +$202K +5,955 New
MIA
43
Milestone Investment Advisors
Wisconsin
$121K -$202K -5,957 -63%
APC
44
Aspire Private Capital
North Carolina
$69.9K +$4.61K +136 +7%
AF
45
Advisornet Financial
Minnesota
$48.4K
CFGS
46
Concourse Financial Group Securities
Alabama
$42.4K
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$37.3K +$37.3K +1,100 New
OP
48
ORG Partners
Indiana
$22.1K +$21.6K +636 +4,240%
PTC
49
Private Trust Company
Ohio
$19.2K +$19.2K +567 New
CFD
50
Creative Financial Designs
Indiana
$16.9K +$16.9K +499 New