Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
61 hedge funds and large institutions have $317M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 14 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
4.83% less ownership
Funds ownership: 87.63% → 82.8% (-4.8%)
9% less capital invested
Capital invested by funds: $348M → $317M (-$30.7M)
10% less funds holding
Funds holding: 68 → 61 (-7)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.71M |
| 2 |
SWM
Solano Wealth Management
Fairfield,
California
|
+$1.69M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$1.39M |
| 4 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
+$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$15.6M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
-$5.09M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.86M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.43M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.41M |
OMFS Hedge Fund Activity: Q1 2024 in Review
61 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2024, worth a combined $317M — down 8.8% from $348M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of OMFS and 7 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 22 added.
The largest buyer was LPL Financial, adding an estimated $5.71M. The largest seller was Bank of New York Mellon, cutting an estimated $15.6M.
- 61 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2024, down from 68 in Q4 2023.
- Funds reported $317M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2024, down 8.8% quarter-over-quarter.
- 7 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2024 and 14 closed out, a net change of -7 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2024 was LPL Financial, an estimated $5.71M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2024.