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Invesco Russell 2000 Dynamic Multifactor ETF

58 hedge funds and large institutions have $206M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $199M → $206M (+$6.38M)

0.77% more ownership

Funds ownership: 85.83%86.59% (+0.77%)

3% less funds holding

Funds holding: 6058 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

67% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 33

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$519K -$37.9K -989 -7%
GK
27
Graney & King
New York
$514K -$86.3K -2,250 -15%
AC
28
Apella Capital
Connecticut
$497K -$153 -4 -0%
OFS
29
Orrstown Financial Services
Pennsylvania
$495K -$107K -2,799 -18%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$470K -$198K -5,160 -31%
GM
31
GeoWealth Management
Illinois
$447K -$39.6K -1,034 -8%
Cerity Partners
32
Cerity Partners
New York
$446K -$21.9K -571 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$422K -$13K -340 -3%
Morgan Stanley
34
Morgan Stanley
New York
$410K +$18.6K +484 +5%
PAG
35
Private Advisor Group
New Jersey
$363K -$14.2K -370 -4%
EH
36
Equitable Holdings
New York
$347K +$23.3K +607 +8%
DAS
37
Dynamic Advisor Solutions
Arizona
$317K
RIS
38
Richmond Investment Services
Wisconsin
$258K +$247K +6,438 New
TFP
39
Traction Financial Partners
Wyoming
$233K -$17K -444 -7%
BIG
40
Brooklyn Investment Group
New York
$108K +$94.7K +2,469 +1,051%
AAP
41
Arax Advisory Partners
Colorado
$94.2K -$158K -4,121 -64%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$46.1K +$44.1K +1,149 New
TLA
43
Tanglewood Legacy Advisors
Texas
$40.1K
HNB
44
Huntington National Bank
Ohio
$38.5K
GRP
45
Global Retirement Partners
California
$28.7K +$27.4K +715 New
FFA
46
Farther Finance Advisors
California
$27.6K +$6.33K +165 +31%
CWP
47
Concord Wealth Partners
Virginia
$15.4K -$690 -18 -4%
IWP
48
IAG Wealth Partners
Wisconsin
$8.58K -$342K -8,920 -98%
PTC
49
Private Trust Company
Ohio
$8.38K +$8.01K +209 New
OWP
50
ORG Wealth Partners
Texas
$7.28K

OMFS Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q2 2025, worth a combined $206M — up 3.2% from $199M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OMFS and 7 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $1.23M. The largest seller was Susquehanna International Group, cutting an estimated $1.67M.

  • 58 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $206M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 7 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q2 2025 and 9 closed out, a net change of -2 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q2 2025 was LPL Financial, an estimated $1.23M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q2 2025 was Susquehanna International Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2025.