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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

63 hedge funds and large institutions have $241M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
20
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.62M
2
LWMI
Landmark Wealth Management (Illinois)
Illinois
$1.51M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$22.7M
4
SWM
Solano Wealth Management
California
$20.1M
5
Invesco
Invesco
Georgia
$64.1M

Top Sellers

1
SFS
Searcy Financial Services
Kansas
$0
2
LPL Financial
LPL Financial
California
$37.4M
3
GM
GeoWealth Management
Illinois
$2.09M
4
Osaic Holdings
Osaic Holdings
Arizona
$743K
5
MOS
MGO One Seven
Ohio
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$36.2K +$145 +4 +0.4%
CWP
52
Concord Wealth Partners
Virginia
$33.2K – – –
AF
53
Advisornet Financial
Minnesota
$31.8K – – –
EC
54
EdgeRock Capital
Colorado
$26.3K +$26.3K +724 New
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$18.2K – – –
EWA
56
EverSource Wealth Advisors
Alabama
$15.2K +$15.2K +386 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5.05K +$1.27K +35 +34%
FFA
58
Frazier Financial Advisors
Ohio
$4.96K +$36 +1 +0.7%
AAP
59
Arax Advisory Partners
Colorado
$4.47K – – –
PA
60
PSI Advisors
Florida
$3.66K +$36 +1 +1%
Franklin Resources
61
Franklin Resources
California
$2.3K +$2.3K +63 New
WOSD
62
WFA of San Diego
California
$1.82K +$1.82K +50 New
WWM
63
Wolff Wiese Magana
California
$1.02K – – –
SFS
64
Searcy Financial Services
Kansas
– -$21.7M -573,261 Closed
GS
65
GTS Securities
New York
– -$935K -24,745 Closed
VR
66
Valued Retirements
Texas
– -$418K -11,068 Closed
Jane Street
67
Jane Street
New York
– -$307K -8,117 Closed
Truist Financial
68
Truist Financial
North Carolina
– -$236K -6,240 Closed
PTC
69
Private Trust Company
Ohio
– -$16.4K -433 Closed
KA
70
Kozak & Associates
Colorado
– -$8.91K -236 Closed
HI
71
Harbour Investments
Wisconsin
– -$2.76K -73 Closed
CA
72
CoreCap Advisors
Michigan
– -$1.78K -47 Closed
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