Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
40 hedge funds and large institutions have $265M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $193M → $265M (+$72M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5.48% more ownership
Funds ownership: 92.66% → 98.15% (+5.5%)
3% more funds holding
Funds holding: 39 → 40 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$30M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.41M |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$6.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.84M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$2.16M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$915K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$613K |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$204K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$185K |
OMFS Hedge Fund Activity: Q1 2023 in Review
40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2023, worth a combined $265M — up 37% from $193M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OMFS positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was PFS Investments, opening a new position worth an estimated $30M. The largest seller was Collaborative Wealth Management, cutting an estimated $2.16M.
- 40 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $265M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 8 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2023 and 6 closed out, a net change of +2 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2023 was PFS Investments, an estimated $30M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2023 was Collaborative Wealth Management, an estimated $2.16M sold.
Based on aggregated 13F filings for Q1 2023.