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Invesco Russell 2000 Dynamic Multifactor ETF

59 hedge funds and large institutions have $195M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.43% more ownership

Funds ownership: 79.24%80.67% (+1.4%)

3% less funds holding

Funds holding: 6159 (-2)

11% less capital invested

Capital invested by funds: $220M → $195M (-$25.3M)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$579K -$46.2K -1,123 -7%
AAS
27
Asset Allocation Strategies
Michigan
$577K +$586K +14,232 New
AC
28
Apella Capital
Connecticut
$508K -$2.39K -58 -0.4%
Cerity Partners
29
Cerity Partners
New York
$498K +$6.26K +152 +1%
TFP
30
Traction Financial Partners
Wyoming
$497K -$3.48M -84,599 -87%
PAG
31
Private Advisor Group
New Jersey
$419K -$13.3K -324 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$411K -$140K -3,398 -25%
Osaic Holdings
33
Osaic Holdings
Arizona
$407K -$276K -6,711 -40%
Morgan Stanley
34
Morgan Stanley
New York
$387K -$4.49K -109 -1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$359K +$18K +436 +5%
EH
36
Equitable Holdings
New York
$332K -$78.4K -1,903 -18%
DAS
37
Dynamic Advisor Solutions
Arizona
$312K
4WM
38
49 Wealth Management
Texas
$278K -$3.71K -90 -1%
CIA
39
Concurrent Investment Advisors
Florida
$238K -$601K -14,598 -71%
MWM
40
Mascagni Wealth Management
Mississippi
$235K +$255K +6,199 New
Jane Street
41
Jane Street
New York
$222K -$478K -11,610 -67%
Wells Fargo
42
Wells Fargo
California
$153K
AAP
43
Arax Advisory Partners
Colorado
$92.5K +$91.2K +2,215 +1,801%
MIA
44
Milestone Investment Advisors
Wisconsin
$78.8K -$48.6K -1,180 -37%
CFGS
45
Concourse Financial Group Securities
Alabama
$51.3K
TLA
46
Tanglewood Legacy Advisors
Texas
$39.6K
GRP
47
Global Retirement Partners
California
$28.3K
CWP
48
Concord Wealth Partners
Virginia
$23.5K -$13.2K -321 -35%
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$19.8K
OP
50
ORG Partners
Indiana
$8.98K -$561K -13,634 -98%

OMFS Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2024, worth a combined $195M — down 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OMFS positions and 9 closed out — a net gain of 1 holder — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.45M. The largest seller was LPL Financial, cutting an estimated $15.5M.

  • 59 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $195M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $1.45M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.