Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
68 hedge funds and large institutions have $348M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
19% more funds holding
Funds holding: 57 → 68 (+11)
7% more capital invested
Capital invested by funds: $325M → $348M (+$23.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.4% less ownership
Funds ownership: 94.03% → 87.63% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$3.68M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.01M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$1.76M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.12M |
| 5 |
SWM
Solano Wealth Management
Fairfield,
California
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$16.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.15M |
OMFS Hedge Fund Activity: Q4 2023 in Review
68 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2023, worth a combined $348M — up 7.2% from $325M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OMFS positions and 7 closed out — a net gain of 11 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $3.68M. The largest seller was Mariner, cutting an estimated $16.8M.
- 68 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $348M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
- 18 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2023 and 7 closed out, a net change of +11 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2023 was Bank of New York Mellon, an estimated $3.68M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2023 was Mariner, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2023.