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Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) Institutional Ownership

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(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Russell 2000 Dynamic Multifactor ETF (BATS:OMFS)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$116.19M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.84M
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OMFS Institutional Buying and Selling by Quarter

Invesco Russell 2000 Dynamic Multifactor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Osaic Holdings Inc.236,703$8.94M0.0%-7.8%2.374%
5/8/2024 Avantax Advisory Services Inc.89,071$3.36M0.0%+43.8%0.893%
5/7/2024 Concurrent Investment Advisors LLC23,568$890K0.0%-47.5%0.236%
5/7/2024 49 Wealth Management LLC10,685$399K0.1%+3.0%0.107%
5/2/2024 First Command Advisory Services Inc.301,490$11.39M0.1%+14.4%3.024%
4/30/2024Concord Wealth Partners915$35K0.0%N/A0.009%
4/30/2024Commonwealth Equity Services LLC25,382$959K0.0%-48.4%0.255%
4/25/2024 IAG Wealth Partners LLC87,497$3.31M0.7%+13.3%0.862%
4/23/2024 Raymond James Financial Services Advisors Inc.270,159$10.20M0.0%-12.4%2.662%
4/16/2024 Searcy Financial Services Inc. ADV573,261$21.65M11.0%+4.5%5.648%
4/16/2024 ERn Financial LLC16,284$615K0.1%-4.8%0.160%
4/4/2024 Orrstown Financial Services Inc.24,540$927K0.5%+10.3%0.264%
2/27/2024ARQ Wealth Advisors LLC6,489$252K0.1%N/A0.070%
2/14/2024MGO One Seven LLC186,129$7.22M0.4%+3.8%2.006%
2/14/2024Traction Financial Partners LLC77,678$3.01M2.0%N/A0.837%
2/12/2024Avestar Capital LLC48,734$1.89M0.2%+41.0%0.525%
2/12/2024Focus Financial Network Inc. ADV6,255$243K0.0%N/A0.067%
2/12/2024Steward Partners Investment Advisory LLC99,589$3.86M0.1%+11.8%1.073%
2/9/2024Frazier Financial Advisors LLC891$35K0.0%N/A0.010%
2/9/2024 Thoroughbred Financial Services LLC9,347$362K0.0%-5.6%0.101%
2/7/2024 Avantax Advisory Services Inc.61,933$2.40M0.0%+107.6%0.667%
2/7/2024Collaborative Wealth Managment Inc.10,396$403K0.2%-12.2%0.112%
2/6/2024EdgeRock Capital LLC966$35K0.0%N/A0.010%
2/6/2024 Private Advisor Group LLC45,772$1.78M0.0%+38.0%0.493%
2/6/2024Solano Wealth Management Inc.474,369$18.41M11.1%+4.6%5.112%
2/2/2024 IAG Wealth Partners LLC77,245$3.00M0.7%-26.3%0.832%
2/2/2024Truist Financial Corp44,586$1.73M0.0%-40.2%0.480%
2/1/2024 First Command Advisory Services Inc.263,615$10.23M0.1%+23.7%2.841%
1/29/2024 ORG Partners LLC3,212$125K0.0%+393.4%0.035%
1/26/2024Cerity Partners LLC12,842$498K0.0%-25.8%0.138%
1/24/2024 Stratos Wealth Partners LTD.47,285$1.84M0.0%+31.6%0.510%
1/23/2024 Denver Wealth Management Inc.5,614$218K0.1%-36.2%0.060%
1/19/2024 AdvisorNet Financial Inc875$34K0.0%-38.6%0.009%
1/18/2024 Global Retirement Partners LLC1,250$45K0.0%+900.0%0.013%
1/17/2024 IFG Advisory LLC19,260$747K0.1%+9.0%0.208%
1/16/2024 Searcy Financial Services Inc. ADV548,699$21.29M11.8%+1.5%5.913%
1/16/2024 Raymond James Financial Services Advisors Inc.308,272$11.96M0.0%+39.0%3.322%
1/16/2024 Lionsbridge Wealth Management LLC32,058$1.24M1.0%+53.3%0.345%
1/11/2024 BKM Wealth Management LLC1,422$55K0.0%N/A0.015%
1/11/2024 Orrstown Financial Services Inc.22,252$863K0.7%N/A0.240%
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1/11/2024 BKM Wealth Management LLC1,422$55K0.0%N/A0.015%
1/5/2024 Apella Capital LLC14,340$538K0.0%-25.2%0.155%
11/13/2023Mariner LLC498,579$16.92M0.0%+14.3%5.373%
11/13/2023LPL Financial LLC1,467,633$49.80M0.0%+4.1%15.815%
11/13/2023Invesco Ltd.1,748,448$59.33M0.0%-0.2%18.841%
11/13/2023Envestnet Asset Management Inc.108,853$3.69M0.0%+56.3%1.173%
11/9/2023Collaborative Wealth Managment Inc.11,843$402K0.2%-5.5%0.128%
11/8/2023Solano Wealth Management Inc.453,641$15.39M10.7%+17.1%4.888%
11/8/2023 First Command Advisory Services Inc.213,043$7.23M0.1%N/A2.296%
11/8/2023Milestone Investment Advisors LLC3,565$121K0.0%-62.6%0.038%
11/8/2023 Avantax Advisory Services Inc.29,829$1.01M0.0%+10.6%0.321%
11/3/2023MGO One Seven LLC179,356$6.09M0.5%+82.3%1.933%
11/3/2023 Private Advisor Group LLC33,162$1.13M0.0%+22.6%0.357%
10/24/2023 Denver Wealth Management Inc.8,793$298K0.2%N/A0.095%
10/24/2023 Bank of New York Mellon Corp907,838$30.80M0.0%N/A9.783%
10/24/2023 IAG Wealth Partners LLC104,765$3.56M1.0%+17.6%1.129%
10/24/2023 Stratos Wealth Partners LTD.35,943$1.22M0.0%+68.9%0.387%
10/24/2023 Raymond James Financial Services Advisors Inc.221,810$7.53M0.0%+18.5%2.390%
10/23/2023Commonwealth Equity Services LLC51,976$1.76M0.0%+76.4%0.560%
10/20/2023Avestar Capital LLC34,552$1.17M0.2%+270.1%0.372%
10/16/2023 Searcy Financial Services Inc. ADV540,452$18.34M11.1%+3.3%5.824%
10/16/2023 Leavell Investment Management Inc.5,955$202K0.0%N/A0.064%
10/11/2023 Dynamic Advisor Solutions LLC8,194$278K0.0%-62.8%0.088%
10/10/2023 Householder Group Estate & Retirement Specialist LLC1,100$37K0.0%N/A0.012%
10/10/2023 Apella Capital LLC19,163$650K0.0%-1.5%0.206%
8/10/2023Osaic Holdings Inc.357,077$12.94M0.0%+37.0%3.848%
8/10/2023 IAG Wealth Partners LLC89,108$3.23M0.9%-2.6%0.960%
8/10/2023GeoWealth Management LLC320,174$11.60M1.3%+9.1%3.450%
8/10/2023 Private Advisor Group LLC27,046$980K0.0%+46.8%0.291%
8/4/2023Envestnet Asset Management Inc.69,643$2.52M0.0%+35.2%0.750%
8/3/2023 Dynamic Advisor Solutions LLC22,022$798K0.0%-59.5%0.237%
8/2/2023Milestone Investment Advisors LLC9,522$345K0.1%+7.9%0.103%
8/2/2023Avestar Capital LLC9,335$338K0.1%N/A0.101%
8/1/2023Truist Financial Corp83,527$3.03M0.0%+2.0%0.900%
7/31/2023LPL Financial LLC1,409,990$51.08M0.0%+34.9%15.194%
7/31/2023 Lionsbridge Wealth Management LLC20,985$760K0.7%N/A0.226%
7/25/2023 Raymond James Financial Services Advisors Inc.187,178$6.78M0.0%+24.3%2.291%
7/25/2023Ameritas Advisory Services LLC74,801$2.65M0.3%+3,278.5%0.916%
7/21/2023 IFG Advisory LLC22,215$805K0.1%+4.7%0.272%
7/21/2023First Command Bank134,269$4.87M0.5%N/A1.643%
7/19/2023 Searcy Financial Services Inc. ADV523,034$18.95M11.0%+1.9%6.402%
7/18/2023 Stratos Wealth Partners LTD.21,286$771K0.0%+207.4%0.261%
7/14/2023 AdvisorNet Financial Inc1,426$52K0.0%N/A0.017%
7/6/2023 Apella Capital LLC19,464$705K0.1%N/A0.238%
6/14/2023Solano Wealth Management Inc.377,613$13.27M9.7%N/A4.774%
5/12/2023GeoWealth Management LLC293,459$10.31M1.2%+6.1%3.710%
5/10/2023 Private Advisor Group LLC18,429$648K0.0%N/A0.233%
5/10/2023LPL Financial LLC1,045,013$36.73M0.0%+24.4%13.211%
5/8/2023MGO One Seven LLC159,735$5.61M0.4%-3.1%2.019%
5/8/2023Collaborative Wealth Managment Inc.14,385$506K0.3%-80.6%0.182%
Your Portfolio’s Shield Against Inflation: Gold’s Surge and AI Breakthroughs (Ad)

While gold may be thanking China for its recent growth, this sector is currently thanking Elon Musk. As crazy as it sounds, artificial intelligence just got one step closer to ushering in "the next step in human evolution"... and minting new millionaires. And it's all thanks to Musk's latest AI creation.

Click to watch this device in action
5/5/2023Truist Financial Corp81,854$2.88M0.0%+7.3%1.035%
5/3/2023 Aspire Private Capital LLC1,920$67.48B0.0%N/A0.024%
4/28/2023AJ Wealth Strategies LLC17,225$605K0.0%-59.5%0.218%
4/28/2023 Avantax Advisory Services Inc.24,855$874K0.0%+98.9%0.314%
4/28/2023Ameritas Advisory Services LLC2,214$78K0.0%N/A0.028%
4/27/2023 Stratos Wealth Partners LTD.6,925$243K0.0%N/A0.088%
4/25/2023 IAG Wealth Partners LLC91,487$3.22M0.9%+37.4%1.157%
4/17/2023 First Heartland Consultants Inc.50,414$1.77M0.3%N/A0.637%
4/14/2023 Raymond James Financial Services Advisors Inc.150,594$5.29M0.0%+116.7%1.904%
4/14/2023 Searcy Financial Services Inc. ADV513,218$18.04M11.1%+0.2%6.488%
(Data available from 1/1/2016 forward)

OMFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OMFS shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco Russell 2000 Dynamic Multifactor ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($67.48B), Invesco Ltd. ($59.33M), LPL Financial LLC ($49.80M), Bank of New York Mellon Corp ($30.80M), Searcy Financial Services Inc. ADV ($21.65M), Solano Wealth Management Inc. ($18.41M), and Mariner LLC ($16.92M).Learn more on OMFS's institutional investors.

Which institutional investors have been buying Invesco Russell 2000 Dynamic Multifactor ETF stock?

Of the 49 institutional investors that purchased Invesco Russell 2000 Dynamic Multifactor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.16M), Bank of New York Mellon Corp ($907.84K), Solano Wealth Management Inc. ($464.61K), First Command Advisory Services Inc. ($301.49K), Raymond James Financial Services Advisors Inc. ($256.18K), First Command Bank ($134.27K), and Searcy Financial Services Inc. ADV ($123.29K).

How much institutional buying is happening at Invesco Russell 2000 Dynamic Multifactor ETF?

Institutional investors have bought a total of 4,683,565 shares in the last 24 months. This purchase volume represents approximately $163.96M in transactions.

Which Invesco Russell 2000 Dynamic Multifactor ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Invesco Russell 2000 Dynamic Multifactor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atlas Private Wealth Advisors ($168.46K), Collaborative Wealth Managment Inc. ($73.74K), Dynamic Advisor Solutions LLC ($59.76K), Raymond James Financial Services Advisors Inc. ($46.40K), MGO One Seven LLC ($44.20K), Advisor Group Holdings Inc. ($32.91K), and Truist Financial Corp ($32.41K).

How much institutional selling is happening at Invesco Russell 2000 Dynamic Multifactor ETF?

Institutional investors have sold a total of 638,345 shares in the last 24 months. This volume of shares sold represents approximately $22.47M in transactions.


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This page (BATS:OMFS) was last updated on 5/13/2024 by MarketBeat.com Staff

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