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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

63 hedge funds and large institutions have $241M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
20
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.62M
2
LWMI
Landmark Wealth Management (Illinois)
Illinois
$1.51M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$22.7M
4
SWM
Solano Wealth Management
California
$20.1M
5
Invesco
Invesco
Georgia
$64.1M

Top Sellers

1
SFS
Searcy Financial Services
Kansas
$0
2
LPL Financial
LPL Financial
California
$37.4M
3
GM
GeoWealth Management
Illinois
$2.09M
4
Osaic Holdings
Osaic Holdings
Arizona
$743K
5
MOS
MGO One Seven
Ohio
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$643K -$196K -5,393 -23%
EFL
27
ERn Financial LLC
Wisconsin
$592K +$799 +22 +0.1%
MML Investors Services
28
MML Investors Services
Massachusetts
$577K -$948K -26,119 -62%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$554K +$299K +8,233 +117%
PAG
30
Private Advisor Group
New Jersey
$535K -$1.14M -31,261 -68%
AC
31
Apella Capital
Connecticut
$455K -$40.6K -1,160 -8%
Cerity Partners
32
Cerity Partners
New York
$447K -$19.6K -541 -4%
PFG
33
PAX Financial Group
Texas
$397K +$57.8K +1,592 +17%
Two Sigma Investments
34
Two Sigma Investments
New York
$387K -$172K -4,735 -31%
WWM
35
Western Wealth Management
Colorado
$386K +$386K +10,636 New
Morgan Stanley
36
Morgan Stanley
New York
$384K +$20.3K +560 +6%
EH
37
Equitable Holdings
New York
$382K -$149K -4,106 -28%
SP
38
Sequent Planning
Nebraska
$375K +$12.4K +346 +3%
4WM
39
49 Wealth Management
Texas
$369K -$13.8K -386 -4%
AWA
40
Arete Wealth Advisors
Illinois
$362K +$362K +10,095 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$307K -$38.3K -1,056 -11%
DAS
42
Dynamic Advisor Solutions
Arizona
$287K – – –
TFS
43
Thoroughbred Financial Services
Tennessee
$267K +$267K +7,370 New
SFSG
44
Sound Financial Strategies Group
Mississippi
$247K +$247K +6,796 New
RJA
45
Raymond James & Associates
Florida
$239K +$239K +6,582 New
CWM
46
Collaborative Wealth Management
Florida
$222K -$508 -14 -0.2%
MIA
47
Milestone Investment Advisors
Wisconsin
$129K -$3.27K -90 -2%
APC
48
Aspire Private Capital
North Carolina
$55.4K -$20K -551 -27%
CFGS
49
Concourse Financial Group Securities
Alabama
$45.4K – – –
TLA
50
Tanglewood Legacy Advisors
Texas
$36.3K – – –
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2
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