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Invesco Russell 2000 Dynamic Multifactor ETF

60 hedge funds and large institutions have $199M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5.15% more ownership

Funds ownership: 80.67%85.83% (+5.2%)

2% more funds holding

Funds holding: 5960 (+1)

2% more capital invested

Capital invested by funds: $195M → $199M (+$4.18M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
26
Orrstown Financial Services
Pennsylvania
$575K -$12.8K -325 -2%
GK
27
Graney & King
New York
$573K +$474 +12 +0.1%
Osaic Holdings
28
Osaic Holdings
Arizona
$567K +$183K +4,642 +45%
AAS
29
Avantax Advisory Services
Texas
$558K -$2.88M -73,023 -83%
EFL
30
ERn Financial LLC
Wisconsin
$530K -$26.8K -678 -5%
GM
31
GeoWealth Management
Illinois
$463K -$1.37M -34,609 -74%
AC
32
Apella Capital
Connecticut
$446K -$26.2K -663 -5%
Cerity Partners
33
Cerity Partners
New York
$444K -$35.4K -896 -7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$413K +$70.7K +1,791 +20%
Morgan Stanley
35
Morgan Stanley
New York
$370K -$987 -25 -0.3%
PAG
36
Private Advisor Group
New Jersey
$358K -$45.8K -1,159 -11%
IWP
37
IAG Wealth Partners
Wisconsin
$347K -$3.24M -81,953 -90%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$321K +$334K +8,456 New
EH
39
Equitable Holdings
New York
$306K -$13.7K -348 -4%
DAS
40
Dynamic Advisor Solutions
Arizona
$300K
AAP
41
Arax Advisory Partners
Colorado
$246K +$163K +4,132 +177%
TFP
42
Traction Financial Partners
Wyoming
$238K -$249K -6,308 -50%
MWM
43
Mascagni Wealth Management
Mississippi
$235K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$149K +$155K +3,921 New
MIA
45
Milestone Investment Advisors
Wisconsin
$49.3K -$27.5K -695 -35%
TLA
46
Tanglewood Legacy Advisors
Texas
$38K
AG
47
AmeriFlex Group
Nevada
$32.7K +$34K +861 New
FFA
48
Farther Finance Advisors
California
$20K +$20.7K +524 New
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$19.8K
CWP
50
Concord Wealth Partners
Virginia
$15.2K -$7.62K -193 -32%

OMFS Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2025, worth a combined $199M — up 2.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OMFS positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $14.7M. The largest seller was IAG Wealth Partners, cutting an estimated $3.24M.

  • 60 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $199M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 9 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $14.7M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2025 was IAG Wealth Partners, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2025.