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Invesco Russell 2000 Dynamic Multifactor ETF

63 hedge funds and large institutions have $220M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

9% more funds holding

Funds holding: 5863 (+5)

7% more capital invested

Capital invested by funds: $206M → $220M (+$14.3M)

0.12% more ownership

Funds ownership: 86.59%86.71% (+0.12%)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$63.8M -$7.71M -183,139 -11%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$47.5M +$622K +14,767 +1%
LPL Financial
3
LPL Financial
California
$22.1M -$2.54M -60,291 -11%
FCAS
4
First Command Advisory Services
Texas
$20.6M +$98.2K +2,332 +0.5%
HFS
5
Hantz Financial Services
Michigan
$17.3M -$134K -3,173 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$8.03M +$452K +10,726 +6%
SWIA
7
Solano Wealth Investment Advisors
California
$5.58M -$88.3K -2,097 -2%
Bank of America
8
Bank of America
North Carolina
$5.52M -$98K -2,328 -2%
UBS Group
9
UBS Group
Switzerland
$4.37M +$2.42M +57,390 +137%
IWM
10
IHT Wealth Management
Illinois
$2.75M +$2.63M +62,519 New
FTUS
11
Flow Traders U.S.
New York
$2.69M +$2.58M +61,192 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.46M -$55.2K -1,311 -4%
PWS
13
Proactive Wealth Strategies
Georgia
$1.43M -$20.3K -483 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.35M +$10.4K +247 +0.8%
Wells Fargo
15
Wells Fargo
California
$1.25M -$400K -9,507 -25%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$41.5K +985 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.07M +$576K +13,687 +130%
MML Investors Services
18
MML Investors Services
Massachusetts
$950K +$27.4K +652 +3%
EAM
19
Empirical Asset Management
Massachusetts
$917K +$878K +20,853 New
MOS
20
MGO One Seven
Ohio
$710K +$3.41K +81 +0.5%
FGA
21
Fortis Group Advisors
New Jersey
$610K +$589K +13,999 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$576K -$151K -3,576 -21%
GK
23
Graney & King
New York
$566K +$1.09K +26 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$565K +$46.9K +1,114 +10%
EFL
25
ERn Financial LLC
Wisconsin
$558K -$11.5K -274 -2%

OMFS Hedge Fund Activity: Q3 2025 in Review

63 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q3 2025, worth a combined $220M — up 7% from $206M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OMFS positions and 5 closed out — a net gain of 7 holders — while 15 added to existing stakes and 25 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $2.63M. The largest seller was Invesco, cutting an estimated $7.71M.

  • 63 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $220M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q3 2025, up 7% quarter-over-quarter.
  • 12 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q3 2025 and 5 closed out, a net change of +7 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q3 2025 was IHT Wealth Management, an estimated $2.63M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q3 2025 was Invesco, an estimated $7.71M sold.

Based on aggregated 13F filings for Q3 2025.