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Invesco Russell 2000 Dynamic Multifactor ETF

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.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
21
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$61.9M +$34.5K +981 +0.1%
LPL Financial
2
LPL Financial
California
$36.7M +$7.2M +204,905 +24%
PI
3
PFS Investments
Georgia
$28.4M +$28.4M +828,541 New
HFS
4
Hantz Financial Services
Michigan
$25.9M +$5.98M +170,235 +30%
SFS
5
Searcy Financial Services
Kansas
$18M +$37.9K +1,078 +0.2%
Mariner
6
Mariner
Kansas
$14.9M +$2.45M +69,806 +20%
SWM
7
Solano Wealth Management
California
$13.3M +$13.3M +377,613 New
Bank of America
8
Bank of America
North Carolina
$11.1M +$4.7M +133,772 +73%
GM
9
GeoWealth Management
Illinois
$10.3M +$595K +16,929 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.16M +$718K +20,430 +9%
MOS
11
MGO One Seven
Ohio
$5.61M -$179K -5,105 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.29M +$2.85M +81,094 +117%
IWP
13
IAG Wealth Partners
Wisconsin
$3.22M +$875K +24,910 +37%
Truist Financial
14
Truist Financial
North Carolina
$2.88M +$196K +5,571 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.84M +$107K +3,056 +4%
SPIA
16
Steward Partners Investment Advisory
New York
$2.36M +$278K +7,908 +13%
DAS
17
Dynamic Advisor Solutions
Arizona
$1.91M +$63.1K +1,795 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.81M -$281 -8 -0%
FHC
19
First Heartland Consultants
Missouri
$1.77M +$1.77M +50,414 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.19M +$58.1K +1,652 +5%
AAS
21
Avantax Advisory Services
Texas
$874K +$434K +12,360 +99%
UBS Group
22
UBS Group
Switzerland
$862K +$269K +7,665 +45%
IA
23
IFG Advisory
Georgia
$746K -$8.01K -228 -1%
PAG
24
Private Advisor Group
New Jersey
$648K +$98.5K +2,802 +18%
EFL
25
ERn Financial LLC
Wisconsin
$639K -$11.5K -328 -2%