OMFS icon

Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

Overview Fund Activity

61 hedge funds and large institutions have $317M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
22
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$56.3M
2
SWM
Solano Wealth Management
California
$19.7M
3
FCAS
First Command Advisory Services
Texas
$11.4M
4
TFP
Traction Financial Partners
Wyoming
$4.13M
5
Bank of America
Bank of America
North Carolina
$10.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$22.2M
2
HFS
Hantz Financial Services
Michigan
$34.8M
3
SPIA
Steward Partners Investment Advisory
New York
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$1.59M
5
Truist Financial
Truist Financial
North Carolina
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$33K – – –
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$18.9K – – –
PTC
53
Private Trust Company
Ohio
$16.4K -$5.06K -134 -24%
KA
54
Kozak & Associates
Colorado
$8.91K +$8.91K +236 New
FFA
55
Frazier Financial Advisors
Ohio
$5.14K -$28.5K -755 -85%
AAP
56
Arax Advisory Partners
Colorado
$4.65K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.93K +$2.23K +59 +131%
PA
58
PSI Advisors
Florida
$3.8K – – –
HI
59
Harbour Investments
Wisconsin
$2.76K – – –
CA
60
CoreCap Advisors
Michigan
$1.78K +$1.78K +47 New
WWM
61
Wolff Wiese Magana
California
$1.06K – – –
SPIA
62
Steward Partners Investment Advisory
New York
– -$3.86M -99,589 Closed
LWM
63
Lionsbridge Wealth Management
Florida
– -$1.24M -32,058 Closed
Mariner
64
Mariner
Kansas
– -$653K -16,834 Closed
AWA
65
Arete Wealth Advisors
Illinois
– -$364K -9,379 Closed
TFS
66
Thoroughbred Financial Services
Tennessee
– -$362K -9,347 Closed
AWA
67
ARQ Wealth Advisors
Arizona
– -$252K -6,489 Closed
FFN
68
Focus Financial Network
Minnesota
– -$243K -6,255 Closed
LIM
69
Leavell Investment Management
Alabama
– -$237K -6,110 Closed
DWM
70
Denver Wealth Management
Colorado
– -$218K -5,614 Closed
OP
71
ORG Partners
Indiana
– -$125K -3,212 Closed
BWM
72
BKM Wealth Management
Wisconsin
– -$55.2K -1,422 Closed
EC
73
EdgeRock Capital
Colorado
– -$35.2K -966 Closed
ASN
74
Advisory Services Network
Georgia
– -$13.3K -343 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– -$5.59K -144 Closed
1 2
3