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Invesco Russell 2000 Dynamic Multifactor ETF
OMFS

Overview Fund Activity

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.

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M
3
FCAS
3
First Command Advisory Services
Texas
$10.2M
4
AAS
4
Avantax Advisory Services
Texas
$2.4M
5
SWM
5
Solano Wealth Management
California
$18.4M

Top Sellers

1
Mariner
1
Mariner
Kansas
$653K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.96M
3
LPL Financial
3
LPL Financial
California
$51.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.67M
5
Bank of America
5
Bank of America
North Carolina
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$67.4M -$471K -12,145 -0.7%
LPL Financial
2
LPL Financial
California
$51.8M -$5.18M -133,434 -9%
HFS
3
Hantz Financial Services
Michigan
$41.2M -$1.53M -39,532 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.3M +$4.11M +105,834 +12%
SFS
5
Searcy Financial Services
Kansas
$21.3M +$320K +8,247 +2%
SWM
6
Solano Wealth Management
California
$18.4M +$804K +20,728 +5%
GM
7
GeoWealth Management
Illinois
$13.2M +$401K +10,332 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$12M +$3.35M +86,462 +39%
FCAS
9
First Command Advisory Services
Texas
$10.2M +$1.96M +50,572 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.96M -$8.81M -227,047 -47%
Bank of America
11
Bank of America
North Carolina
$9.16M -$2.4M -61,896 -21%
MOS
12
MGO One Seven
Ohio
$7.22M +$263K +6,773 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.2M -$391K -10,084 -9%
SPIA
14
Steward Partners Investment Advisory
New York
$3.86M +$407K +10,479 +12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.86M -$360K -9,278 -9%
TFP
16
Traction Financial Partners
Wyoming
$3.01M +$3.01M +77,678 New
IWP
17
IAG Wealth Partners
Wisconsin
$3M -$1.07M -27,520 -26%
UBS Group
18
UBS Group
Switzerland
$2.52M +$369K +9,519 +17%
AAS
19
Avantax Advisory Services
Texas
$2.4M +$1.25M +32,104 +108%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.91M -$108K -2,771 -5%
AC
21
Avestar Capital
New York
$1.89M +$550K +14,182 +41%
SWP
22
Stratos Wealth Partners
Ohio
$1.83M +$440K +11,342 +32%
PAG
23
Private Advisor Group
New Jersey
$1.78M +$489K +12,610 +38%
CIA
24
Concurrent Investment Advisors
Florida
$1.74M +$1.74M +44,881 New
Truist Financial
25
Truist Financial
North Carolina
$1.73M -$1.16M -30,011 -40%
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