Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
63 hedge funds and large institutions have $241M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more funds holding
Funds holding: 61 → 63 (+2)
1.82% less ownership
Funds ownership: 82.8% → 80.98% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
24% less capital invested
Capital invested by funds: $317M → $241M (-$76.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.96M |
| 2 |
LWMI
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
+$1.51M |
| 3 |
Bank of New York Mellon
New York
|
+$1.4M |
| 4 |
SWM
Solano Wealth Management
Fairfield,
California
|
+$1.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
-$21.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.8M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$10.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.87M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$5.5M |
OMFS Hedge Fund Activity: Q2 2024 in Review
63 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q2 2024, worth a combined $241M — down 24% from $317M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OMFS positions and 9 closed out — a net gain of 2 holders — while 20 added to existing stakes and 24 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.96M. The largest seller was Searcy Financial Services, exiting entirely with an estimated $21.7M sold.
- 63 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q2 2024, up from 61 in Q1 2024.
- Funds reported $241M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q2 2024, down 24% quarter-over-quarter.
- 11 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q2 2024 and 9 closed out, a net change of +2 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.96M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q2 2024 was Searcy Financial Services, an estimated $21.7M sold.
Based on aggregated 13F filings for Q2 2024.