Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
32 hedge funds and large institutions have $141M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
3.64% less ownership
Funds ownership: 87.39% → 83.75% (-3.6%)
6% less funds holding
Funds holding: 34 → 32 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
13% less capital invested
Capital invested by funds: $161M → $141M (-$20.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
+$17.6M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$3.84M |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$2.9M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.33M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.35M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.65M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.48M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.47M |
OMFS Hedge Fund Activity: Q1 2022 in Review
32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2022, worth a combined $141M — down 13% from $161M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OMFS and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 12 added.
The largest buyer was Searcy Financial Services, opening a new position worth an estimated $17.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $27M.
- 32 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2022, down from 34 in Q4 2021.
- Funds reported $141M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 7 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2022 and 8 closed out, a net change of -1 holder.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2022 was Searcy Financial Services, an estimated $17.6M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $27M sold.
Based on aggregated 13F filings for Q1 2022.