Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
49 hedge funds and large institutions have $318M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
23% more funds holding
Funds holding: 40 → 49 (+9)
20% more capital invested
Capital invested by funds: $265M → $318M (+$53.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.87% less ownership
Funds ownership: 98.15% → 96.28% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$6.48M |
| 3 |
FCB
First Command Bank
Fort Worth,
Texas
|
+$4.67M |
| 4 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$4.67M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$2.13M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.77M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$412K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
51
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$4.25K | -121 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$3.95K | -112 | Closed |
|
OMFS Hedge Fund Activity: Q2 2023 in Review
49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q2 2023, worth a combined $318M — up 20% from $265M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OMFS positions and 3 closed out — a net gain of 10 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.7M. The largest seller was MGO One Seven, cutting an estimated $2.13M.
- 49 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q2 2023, up from 40 in Q1 2023.
- Funds reported $318M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 13 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q2 2023 and 3 closed out, a net change of +10 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q2 2023 was LPL Financial, an estimated $12.7M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q2 2023 was MGO One Seven, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2023.