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Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

57 hedge funds and large institutions have $228M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $220M → $228M (+$8.15M)

0.62% more ownership

Funds ownership: 86.71% → 87.32% (+0.62%)

10% less funds holding

Funds holding: 63 → 57 (-6)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.6M
2
HFS
Hantz Financial Services
Michigan
+$1.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$862K
4
BIG
Brooklyn Investment Group
New York
+$691K
5
EAM
Empirical Asset Management
Massachusetts
+$623K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.69M
2
SWIA
Solano Wealth Investment Advisors
California
-$1.29M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
Osaic Holdings
Osaic Holdings
Arizona
-$946K
5
Raymond James Financial
Raymond James Financial
Florida
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$476K – – –
EH
27
Equitable Holdings
New York
$433K +$13.3K +301 +3%
AC
28
Apella Capital
Connecticut
$422K -$25.7K -583 -6%
Morgan Stanley
29
Morgan Stanley
New York
$419K -$34.7K -788 -8%
PAG
30
Private Advisor Group
New Jersey
$379K -$16.4K -372 -4%
DAS
31
Dynamic Advisor Solutions
Arizona
$351K – – –
OFS
32
Orrstown Financial Services
Pennsylvania
$334K -$26.4K -600 -7%
TFP
33
Traction Financial Partners
Wyoming
$258K – – –
CIA
34
Concurrent Investment Advisors
Florida
$234K +$232K +5,271 New
NA
35
NewEdge Advisors
Louisiana
$222K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$192K -$387K -8,786 -67%
AAP
37
Arax Advisory Partners
Colorado
$104K -$468K -10,627 -82%
AG
38
AmeriFlex Group
Nevada
$49K +$48.6K +1,102 New
HNB
39
Huntington National Bank
Ohio
$42.7K – – –
FFA
40
Farther Finance Advisors
California
$30.7K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$29.5K +$25.3K +574 +638%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$23K -$37.2K -844 -62%
CWP
43
Concord Wealth Partners
Virginia
$16.3K – – –
GRP
44
Global Retirement Partners
California
$16.2K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$9.36K +$3.31K +75 +56%
PTC
46
Private Trust Company
Ohio
$9.29K – – –
AF
47
Allworth Financial
California
$8.94K – – –
MIA
48
Milestone Investment Advisors
Wisconsin
$6K – – –
IWP
49
IAG Wealth Partners
Wisconsin
$4.63K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$3.07K +$3.04K +69 New
1
2
3

OMFS Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2025, worth a combined $228M — up 3.7% from $220M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OMFS and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.69M sold.

  • 57 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2025, down from 63 in Q3 2025.
  • Funds reported $228M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
  • 6 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2025 and 12 closed out, a net change of -6 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2025 was LPL Financial, an estimated $12.6M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2025.