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Invesco Russell 2000 Dynamic Multifactor ETF

60 hedge funds and large institutions have $199M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5.15% more ownership

Funds ownership: 80.67%85.83% (+5.2%)

2% more funds holding

Funds holding: 5960 (+1)

2% more capital invested

Capital invested by funds: $195M → $199M (+$4.18M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$63.7M +$121K +3,058 +0.2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$39.3M +$14.7M +370,959 +56%
LPL Financial
3
LPL Financial
California
$20.1M -$363K -9,182 -2%
FCAS
4
First Command Advisory Services
Texas
$17M +$2.35M +59,489 +15%
HFS
5
Hantz Financial Services
Michigan
$15.3M -$833K -21,094 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$6.15M -$5.33K -135 -0.1%
SWIA
7
Solano Wealth Investment Advisors
California
$5.98M -$185K -4,678 -3%
Bank of America
8
Bank of America
North Carolina
$4.94M -$310K -7,845 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.36M -$1.86K -47 -0.1%
UBS Group
10
UBS Group
Switzerland
$1.85M +$1.19M +30,220 +164%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.71M +$1.36M +34,502 +332%
VA
12
VestGen Advisors
Illinois
$1.34M +$1.4M +35,343 New
PWS
13
Proactive Wealth Strategies
Georgia
$1.29M -$13.2K -333 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.22M +$53K +1,341 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.19M +$1.24M +31,443 New
LWMI
16
Landmark Wealth Management (Illinois)
Illinois
$1.1M -$117K -2,953 -9%
GLA
17
Good Life Advisors
Pennsylvania
$1.1M -$6.24K -158 -0.5%
IA
18
IFG Advisory
Georgia
$1.06M +$138K +3,485 +14%
Two Sigma Investments
19
Two Sigma Investments
New York
$809K +$841K +21,300 New
MML Investors Services
20
MML Investors Services
Massachusetts
$798K +$52.1K +1,320 +7%
FTUS
21
Flow Traders U.S.
New York
$769K -$984K -24,903 -55%
MOS
22
MGO One Seven
Ohio
$652K +$3.08K +78 +0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$641K -$332K -8,398 -33%
AAS
24
Asset Allocation Strategies
Michigan
$614K +$75.8K +1,918 +13%
Wells Fargo
25
Wells Fargo
California
$606K +$477K +12,086 +312%

OMFS Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q1 2025, worth a combined $199M — up 2.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OMFS positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $14.7M. The largest seller was IAG Wealth Partners, cutting an estimated $3.24M.

  • 60 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $199M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 9 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $14.7M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q1 2025 was IAG Wealth Partners, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2025.