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Invesco Russell 2000 Dynamic Multifactor ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
22
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.3M
2
SWM
2
Solano Wealth Management
California
$19.7M
3
FCAS
3
First Command Advisory Services
Texas
$11.4M
4
TFP
4
Traction Financial Partners
Wyoming
$4.13M
5
Bank of America
5
Bank of America
North Carolina
$10.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.2M
2
HFS
2
Hantz Financial Services
Michigan
$34.8M
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.59M
5
Truist Financial
5
Truist Financial
North Carolina
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$65.7M +$122K +3,229 +0.2%
LPL Financial
2
LPL Financial
California
$56.3M +$5.88M +155,688 +12%
HFS
3
Hantz Financial Services
Michigan
$34.8M -$5.24M -138,705 -13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.2M -$16.1M -426,126 -42%
SFS
5
Searcy Financial Services
Kansas
$21.7M +$928K +24,562 +4%
SWM
6
Solano Wealth Management
California
$19.7M +$1.74M +46,051 +10%
GM
7
GeoWealth Management
Illinois
$12.8M -$79K -2,091 -0.6%
FCAS
8
First Command Advisory Services
Texas
$11.4M +$1.43M +37,875 +14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M -$1.44M -38,113 -12%
Bank of America
10
Bank of America
North Carolina
$10.1M +$1.23M +32,610 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.94M -$751K -19,894 -8%
MOS
12
MGO One Seven
Ohio
$7.44M +$410K +10,857 +6%
TFP
13
Traction Financial Partners
Wyoming
$4.13M +$1.25M +33,600 +43%
AAS
14
Avantax Advisory Services
Texas
$3.36M +$1.03M +27,138 +44%
IWP
15
IAG Wealth Partners
Wisconsin
$3.3M +$387K +10,252 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.02M -$736K -19,485 -20%
AC
17
Avestar Capital
New York
$2.98M +$1.14M +30,281 +62%
UBS Group
18
UBS Group
Switzerland
$2M -$458K -12,123 -19%
PAG
19
Private Advisor Group
New Jersey
$1.74M +$8.61K +228 +0.5%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.59M -$2.5M -66,293 -61%
SWP
21
Stratos Wealth Partners
Ohio
$987K -$799K -21,148 -45%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$959K -$900K -23,823 -48%
GS
23
GTS Securities
New York
$935K +$935K +24,745 New
OFS
24
Orrstown Financial Services
Pennsylvania
$927K +$86.4K +2,288 +10%
CIA
25
Concurrent Investment Advisors
Florida
$890K -$805K -21,313 -47%
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