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Invesco Russell 2000 Dynamic Multifactor ETF

57 hedge funds and large institutions have $228M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $220M → $228M (+$8.15M)

0.62% more ownership

Funds ownership: 86.71%87.32% (+0.62%)

10% less funds holding

Funds holding: 6357 (-6)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$64.4M -$176K -3,984 -0.3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$48.9M +$862K +19,565 +2%
LPL Financial
3
LPL Financial
California
$35M +$12.6M +286,014 +57%
FCAS
4
First Command Advisory Services
Texas
$21.3M +$406K +9,223 +2%
HFS
5
Hantz Financial Services
Michigan
$18.5M +$1.01M +22,861 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$7.35M -$758K -17,207 -9%
Bank of America
7
Bank of America
North Carolina
$5.52M -$51.9K -1,178 -0.9%
SWIA
8
Solano Wealth Investment Advisors
California
$4.34M -$1.29M -29,368 -23%
UBS Group
9
UBS Group
Switzerland
$3.33M -$1.08M -24,391 -25%
IWM
10
IHT Wealth Management
Illinois
$2.75M -$27.6K -627 -1%
EAM
11
Empirical Asset Management
Massachusetts
$1.56M +$623K +14,146 +68%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.35M -$10.9K -247 -0.8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.15M +$74.6K +1,693 +7%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$18.5K -420 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$964K +$3.26K +74 +0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$769K +$196K +4,453 +35%
MOS
17
MGO One Seven
Ohio
$735K +$17.1K +387 +2%
FGA
18
Fortis Group Advisors
New Jersey
$728K +$66.1K +1,500 +11%
BIG
19
Brooklyn Investment Group
New York
$707K +$691K +15,680 New
PWS
20
Proactive Wealth Strategies
Georgia
$706K -$735K -16,674 -51%
Wells Fargo
21
Wells Fargo
California
$624K -$632K -14,342 -51%
GK
22
Graney & King
New York
$573K +$749 +17 +0.1%
EFL
23
ERn Financial LLC
Wisconsin
$561K -$3.44K -78 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$548K -$946K -21,471 -64%
IA
25
IFG Advisory
Georgia
$517K +$5.11K +116 +1%

OMFS Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2025, worth a combined $228M — up 3.7% from $220M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OMFS and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.69M sold.

  • 57 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2025, down from 63 in Q3 2025.
  • Funds reported $228M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
  • 6 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2025 and 12 closed out, a net change of -6 holders.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2025 was LPL Financial, an estimated $12.6M added.
  • The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2025.