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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

68 hedge funds and large institutions have $348M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$39.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$12M
3
FCAS
First Command Advisory Services
Texas
$10.2M
4
AAS
Avantax Advisory Services
Texas
$2.4M
5
SWM
Solano Wealth Management
California
$18.4M

Top Sellers

1
Mariner
Mariner
Kansas
$653K
2
Osaic Holdings
Osaic Holdings
Arizona
$9.96M
3
LPL Financial
LPL Financial
California
$51.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.67M
5
Bank of America
Bank of America
North Carolina
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.67M -$2.54M -65,412 -60%
LWM
27
Lionsbridge Wealth Management
Florida
$1.24M +$432K +11,146 +53%
OFS
28
Orrstown Financial Services
Pennsylvania
$863K +$863K +22,252 New
Morgan Stanley
29
Morgan Stanley
New York
$819K +$522K +13,462 +176%
IA
30
IFG Advisory
Georgia
$747K +$61.4K +1,583 +9%
Mariner
31
Mariner
Kansas
$653K -$18.7M -481,745 -97%
EFL
32
ERn Financial LLC
Wisconsin
$616K +$2.7K +75 +0.4%
AC
33
Apella Capital
Connecticut
$538K -$181K -4,823 -25%
EH
34
Equitable Holdings
New York
$530K +$15.5K +400 +3%
Cerity Partners
35
Cerity Partners
New York
$498K -$173K -4,466 -26%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$472K -$954K -24,545 -67%
VR
37
Valued Retirements
Texas
$429K +$429K +11,068 New
CWM
38
Collaborative Wealth Management
Florida
$403K -$56.1K -1,447 -12%
4WM
39
49 Wealth Management
Texas
$402K +$402K +10,373 New
Two Sigma Investments
40
Two Sigma Investments
New York
$369K +$58.2K +1,500 +19%
AWA
41
Arete Wealth Advisors
Illinois
$364K +$364K +9,379 New
TFS
42
Thoroughbred Financial Services
Tennessee
$362K -$21.5K -556 -6%
DAS
43
Dynamic Advisor Solutions
Arizona
$307K – – –
PFG
44
PAX Financial Group
Texas
$291K +$291K +8,066 New
AWA
45
ARQ Wealth Advisors
Arizona
$252K +$252K +6,489 New
FFN
46
Focus Financial Network
Minnesota
$243K +$243K +6,255 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$239K +$239K +6,161 New
LIM
48
Leavell Investment Management
Alabama
$237K +$6.01K +155 +3%
DWM
49
Denver Wealth Management
Colorado
$218K -$123K -3,179 -36%
Citadel Advisors
50
Citadel Advisors
Florida
$217K +$217K +5,603 New
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