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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

61 hedge funds and large institutions have $317M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
22
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$56.3M
2
SWM
Solano Wealth Management
California
$19.7M
3
FCAS
First Command Advisory Services
Texas
$11.4M
4
TFP
Traction Financial Partners
Wyoming
$4.13M
5
Bank of America
Bank of America
North Carolina
$10.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$22.2M
2
HFS
Hantz Financial Services
Michigan
$34.8M
3
SPIA
Steward Partners Investment Advisory
New York
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$1.59M
5
Truist Financial
Truist Financial
North Carolina
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFG Advisory
Georgia
$877K +$150K +3,965 +21%
Citadel Advisors
27
Citadel Advisors
Florida
$873K +$661K +17,501 +312%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$693K +$234K +6,207 +51%
EFL
29
ERn Financial LLC
Wisconsin
$615K -$30.9K -818 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$582K +$223K +5,900 +62%
EH
31
Equitable Holdings
New York
$553K +$36.9K +976 +7%
AC
32
Apella Capital
Connecticut
$525K -$7.13K -192 -1%
Cerity Partners
33
Cerity Partners
New York
$485K – – –
VR
34
Valued Retirements
Texas
$418K – – –
4WM
35
49 Wealth Management
Texas
$399K +$11.7K +312 +3%
SP
36
Sequent Planning
Nebraska
$383K +$383K +10,136 New
Morgan Stanley
37
Morgan Stanley
New York
$379K -$419K -11,095 -53%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$359K +$126K +3,347 +54%
PFG
39
PAX Financial Group
Texas
$353K +$48.5K +1,285 +16%
Jane Street
40
Jane Street
New York
$307K +$307K +8,117 New
DAS
41
Dynamic Advisor Solutions
Arizona
$298K -$11.2K -296 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$265K -$1.36M -36,034 -84%
Truist Financial
43
Truist Financial
North Carolina
$236K -$1.45M -38,346 -86%
CWM
44
Collaborative Wealth Management
Florida
$231K -$161K -4,268 -41%
MIA
45
Milestone Investment Advisors
Wisconsin
$137K – – –
APC
46
Aspire Private Capital
North Carolina
$78.5K -$76 -2 -0.1%
CFGS
47
Concourse Financial Group Securities
Alabama
$47.2K – – –
TLA
48
Tanglewood Legacy Advisors
Texas
$37.8K +$37.8K +1,000 New
GRP
49
Global Retirement Partners
California
$37.6K -$9.67K -256 -20%
CWP
50
Concord Wealth Partners
Virginia
$34.6K +$34.6K +915 New
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2
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