We are live on ! Find out more
OMFS icon

Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

6 hedge funds and large institutions have $40.1M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

5% more capital invested

Capital invested by funds: $38.1M → $40.1M (+$2.02M)

1.35% more ownership

Funds ownership: 95.07% → 96.42% (+1.4%)

25% less funds holding

Funds holding: 8 → 6 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$567K
2
LPL Financial
LPL Financial
California
+$130K
3
UBS Group
UBS Group
Switzerland
+$7.3K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$121K
2
Osaic Holdings
Osaic Holdings
Arizona
-$15K
3
Wells Fargo
Wells Fargo
California
-$1K

OMFS Hedge Fund Activity: Q3 2020 in Review

6 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q3 2020, worth a combined $40.1M — up 5.3% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OMFS and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.

The largest buyer was Avantax Advisory Services, adding an estimated $567K. The largest seller was Royal Bank of Canada, cutting an estimated $121K.

  • 6 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q3 2020, down from 8 in Q2 2020.
  • Funds reported $40.1M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 0 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q3 2020 and 2 closed out, a net change of -2 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $567K added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $121K sold.

Based on aggregated 13F filings for Q3 2020.