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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

68 hedge funds and large institutions have $348M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$39.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$12M
3
FCAS
First Command Advisory Services
Texas
$10.2M
4
AAS
Avantax Advisory Services
Texas
$2.4M
5
SWM
Solano Wealth Management
California
$18.4M

Top Sellers

1
Mariner
Mariner
Kansas
$653K
2
Osaic Holdings
Osaic Holdings
Arizona
$9.96M
3
LPL Financial
LPL Financial
California
$51.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.67M
5
Bank of America
Bank of America
North Carolina
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
51
Milestone Investment Advisors
Wisconsin
$141K +$2.64K +68 +2%
OP
52
ORG Partners
Indiana
$125K +$99.4K +2,561 +393%
APC
53
Aspire Private Capital
North Carolina
$80.7K +$737 +19 +0.9%
BWM
54
BKM Wealth Management
Wisconsin
$55.2K +$55.2K +1,422 New
CFGS
55
Concourse Financial Group Securities
Alabama
$48.5K – – –
GRP
56
Global Retirement Partners
California
$45.2K +$40.7K +1,125 +900%
EC
57
EdgeRock Capital
Colorado
$35.2K +$35.2K +966 New
FFA
58
Frazier Financial Advisors
Ohio
$34.6K +$34.6K +891 New
AF
59
Advisornet Financial
Minnesota
$34K -$21.4K -551 -39%
PTC
60
Private Trust Company
Ohio
$22K – – –
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$19.4K +$19.4K +500 New
ASN
62
Advisory Services Network
Georgia
$13.3K +$13.3K +343 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$5.59K +$5.59K +144 New
AAP
64
Arax Advisory Partners
Colorado
$4.77K – – –
PA
65
PSI Advisors
Florida
$3.88K +$3.88K +100 New
HI
66
Harbour Investments
Wisconsin
$2.83K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.75K +$1.71K +44 +4,400%
WWM
68
Wolff Wiese Magana
California
$1.09K – – –
AAS
69
Ameritas Advisory Services
Nebraska
– -$1.61M -48,530 Closed
IWC
70
Integrated Wealth Concepts
Massachusetts
– -$456K -13,444 Closed
Jane Street
71
Jane Street
New York
– -$270K -7,964 Closed
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
– -$37.3K -1,100 Closed
CFD
73
Creative Financial Designs
Indiana
– -$16.9K -499 Closed
AssetMark Inc
74
AssetMark Inc
California
– -$2.27K -67 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
– -$34 -1 Closed
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