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Invesco Russell 2000 Dynamic Multifactor ETF

59 hedge funds and large institutions have $195M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.43% more ownership

Funds ownership: 79.24%80.67% (+1.4%)

3% less funds holding

Funds holding: 6159 (-2)

11% less capital invested

Capital invested by funds: $220M → $195M (-$25.3M)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$66.2M -$1.88M -45,550 -3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.2M +$502K +12,182 +2%
LPL Financial
3
LPL Financial
California
$21.3M -$15.5M -376,292 -41%
HFS
4
Hantz Financial Services
Michigan
$16.7M -$9.45M -229,586 -35%
FCAS
5
First Command Advisory Services
Texas
$15.4M +$1.28M +31,145 +9%
SWIA
6
Solano Wealth Investment Advisors
California
$6.42M +$6.68M +162,145 New
Raymond James Financial
7
Raymond James Financial
Florida
$6.41M +$6.68M +162,127 New
Bank of America
8
Bank of America
North Carolina
$5.45M -$119K -2,882 -2%
IWP
9
IAG Wealth Partners
Wisconsin
$3.6M -$54.6K -1,327 -1%
AAS
10
Avantax Advisory Services
Texas
$3.47M +$4.69K +114 +0.1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.46M +$1.04M +25,201 +68%
GM
12
GeoWealth Management
Illinois
$1.85M -$629K -15,277 -25%
FTUS
13
Flow Traders U.S.
New York
$1.79M +$1.45M +35,317 +359%
PWS
14
Proactive Wealth Strategies
Georgia
$1.35M -$8.81K -214 -0.6%
LWMI
15
Landmark Wealth Management (Illinois)
Illinois
$1.26M -$133K -3,226 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.22M +$36.3K +881 +3%
GLA
17
Good Life Advisors
Pennsylvania
$1.15M +$1.2M +29,124 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1M -$261K -6,337 -20%
IA
19
IFG Advisory
Georgia
$965K -$81.2K -1,973 -7%
MML Investors Services
20
MML Investors Services
Massachusetts
$778K +$352K +8,551 +77%
UBS Group
21
UBS Group
Switzerland
$728K +$92.6K +2,248 +14%
MOS
22
MGO One Seven
Ohio
$676K -$505K -12,263 -42%
OFS
23
Orrstown Financial Services
Pennsylvania
$612K -$534K -12,978 -46%
GK
24
Graney & King
New York
$596K +$621K +15,072 New
IAA
25
Independent Advisor Alliance
North Carolina
$586K +$610K +14,815 New

OMFS Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2024, worth a combined $195M — down 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OMFS positions and 9 closed out — a net gain of 1 holder — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.45M. The largest seller was LPL Financial, cutting an estimated $15.5M.

  • 59 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $195M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $1.45M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.