Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
8 hedge funds and large institutions have $38.1M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
18% more capital invested
Capital invested by funds: $32.1M → $38.1M (+$5.93M)
17.54% more ownership
Funds ownership: 77.53% → 95.07% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$115K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$50.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.64K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Invesco
Atlanta,
Georgia
| $36.7M | – | – | – |
|
|
AAS
2
Avantax Advisory Services
Dallas,
Texas
| $711K | +$50.6K | +2,358 | +8% |
|
|
3
LPL Financial
San Diego,
California
| $354K | +$115K | +5,372 | +53% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $275K | -$239K | -11,134 | -48% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $15K | – | – | – |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $3.43K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $3K | +$2.64K | +123 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $1K | +$1.14K | +53 | New |
|
OMFS Hedge Fund Activity: Q2 2020 in Review
8 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q2 2020, worth a combined $38.1M — up 18% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OMFS positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $115K. The largest seller was Royal Bank of Canada, cutting an estimated $239K.
- 8 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q2 2020, up from 6 in Q1 2020.
- Funds reported $38.1M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q2 2020, up 18% quarter-over-quarter.
- 2 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q2 2020 and 0 closed out, a net change of +2 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q2 2020 was LPL Financial, an estimated $115K added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $239K sold.
Based on aggregated 13F filings for Q2 2020.