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Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) Institutional Ownership

Invesco Russell 2000 Dynamic Multifactor ETF logo
$50.24 -0.31 (-0.61%)
As of 10:22 AM Eastern
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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)
35
Total
Institutional Inflows
(last 12 months)
$82.74M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.67M
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OMFS Institutional Buying and Selling by Quarter

Invesco Russell 2000 Dynamic Multifactor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026Proactive Wealth Strategies LLC30,794$1.52M0.2%-3.1%0.576%
11/9/2026Hantz Financial Services Inc.485,309$23.94M0.3%N/A9.071%
11/9/2026IFG Advisory LLC11,516$568K0.0%-20.0%0.215%
11/5/2026 First Command Advisory Services Inc.340,372$16.79M0.1%-18.2%6.362%
10/29/2026 MGO One Seven LLC15,880$783K0.0%-58.7%0.268%
10/28/2026 ERn Financial LLC11,616$573K0.1%-9.0%0.196%
10/8/2026 Farther Finance Advisors LLC717$35K0.0%-95.7%0.012%
10/8/2026 Apella Capital LLC7,747$382K0.0%-3.0%0.131%
9/23/2026QRG Capital Management Inc.20,356$1.09M0.0%N/A0.344%
9/23/2026Envestnet Asset Management Inc.166,998$8.91M0.0%+621.2%2.821%
9/15/2026Anchor Investment Management LLC20,990$1.12M0.1%N/A0.355%
9/9/2026Capital Analysts LLC9,220$492K0.0%N/A0.156%
9/9/2026 Insight Wealth Partners LLC10,443$557K0.1%N/A0.176%
9/9/2026Integrated Wealth Concepts LLC53,736$2.87M0.0%N/A0.908%
9/9/2026NewEdge Advisors LLC91,787$4.90M0.0%+1,735.7%1.550%
9/9/2026 IFP Advisors Inc7,244$386K0.0%N/A0.122%
9/8/2026 Allworth Financial LP25,612$1.37M0.0%+12,579.2%0.433%
9/2/2026Kinetic Wealth Investment Advisors LLC35,397$1.89M0.9%N/A0.598%
9/2/2026Citadel Advisors LLC58,383$3.11M0.0%N/A0.986%
8/23/2026 HB Wealth Management LLC26,698$1.42M0.0%N/A0.451%
8/22/2026 Tassel Capital Management Inc.19,873$1.06M0.5%N/A0.336%
8/22/2026 TD Waterhouse Canada Inc.68,060$3.63M0.0%N/A1.150%
8/22/2026 United Community Bank2,200$117K0.0%N/A0.037%
8/20/2026RPg Family Wealth Advisory LLC40,775$2.18M0.3%N/A0.689%
7/10/2026 Orrstown Financial Services Inc.5,000$267K0.0%-33.3%0.084%
7/8/2026 Apella Capital LLC7,987$423K0.0%-6.7%0.135%
6/18/2026Western Wealth Management LLC2,985$135K0.0%N/A0.050%
5/19/2026Western Wealth Management LLC2,985$135K0.0%N/A0.050%
5/19/2026NewEdge Advisors LLC4,500$204K0.0%-10.0%0.076%
5/19/2026Bank of America Corp DE122,527$5.55M0.0%-1.4%2.070%
5/18/2026Royal Bank of Canada22,206$1.01M0.0%+415.0%0.375%
5/13/2026Cetera Investment Advisers24,911$1.13M0.0%-3.9%0.421%
5/5/2026 Bank of New York Mellon Corp841,091$38.07M0.0%-23.5%14.208%
4/29/2026 Richmond Investment Services LLC4,476$203K0.0%N/A0.076%
4/27/2026Private Advisor Group LLC19,920$902K0.0%+133.6%0.336%
4/20/2026 Apella Capital LLC8,557$425K0.0%-9.8%0.145%
2/19/2026Invesco Ltd.1,447,395$64.37M0.0%-0.3%24.449%
2/18/2026Ameriflex Group Inc.1,102$49K0.0%N/A0.019%
2/18/2026IHT Wealth Management LLC61,892$2.75M0.1%-1.0%1.045%
2/17/2026Cetera Investment Advisers25,913$1.15M0.0%+7.0%0.438%
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2/17/2026Equitable Holdings Inc.9,726$433K0.0%+3.2%0.164%
2/17/2026Osaic Holdings Inc.12,315$548K0.0%-63.5%0.208%
2/17/2026Royal Bank of Canada4,312$192K0.0%-67.1%0.073%
2/16/2026Arax Advisory Partners2,349$104K0.0%-81.9%0.040%
2/13/2026Wells Fargo & Company MN14,038$624K0.0%-50.5%0.237%
2/12/2026Brooklyn Investment Group15,680$707K0.0%+77.0%0.265%
2/12/2026 Commonwealth Equity Services LLC30,460$1.36M0.0%-0.8%0.515%
2/11/2026 LPL Financial LLC787,710$35.03M0.0%+57.0%13.306%
2/11/2026 First Command Advisory Services Inc.478,524$21.28M0.1%+2.0%8.083%
2/10/2026 Bank of New York Mellon Corp1,099,003$48.87M0.0%+1.8%18.564%
2/9/2026Hantz Financial Services Inc.416,605$18.53M0.3%+5.8%7.037%
2/6/2026Empirical Asset Management LLC34,999$1.56M0.2%+67.8%0.591%
2/6/2026 Fortis Group Advisors LLC15,499$728K0.1%+10.7%0.262%
2/5/2026Proactive Wealth Strategies LLC15,881$706K0.3%-51.2%0.268%
2/3/2026 MGO One Seven LLC16,523$735K0.0%+2.4%0.279%
1/29/2026UBS Group AG74,892$3.33M0.0%-24.6%1.265%
1/29/2026 Concurrent Investment Advisors LLC5,271$234K0.0%N/A0.089%
1/21/2026 Apella Capital LLC9,489$422K0.0%-5.8%0.160%
1/15/2026 Orrstown Financial Services Inc.7,500$334K0.1%-7.4%0.127%
1/8/2026 Wealth Enhancement Advisory Services LLC24,598$1.13M0.0%-1.7%0.416%
11/17/2025NewEdge Advisors LLC5,000$220K0.0%N/A0.084%
11/17/2025Susquehanna International Group LLP12,467$548K0.0%-32.9%0.211%
11/17/2025Flow Traders U.S. LLC61,192$2.69M0.1%N/A1.034%
11/17/2025Citadel Advisors LLC11,433$503K0.0%-39.1%0.193%
11/17/2025Bank of America Corp DE125,410$5.52M0.0%-1.8%2.118%
11/14/2025Raymond James Financial Inc.182,512$8.03M0.0%+6.2%3.083%
11/14/2025Equitable Holdings Inc.9,425$415K0.0%+9.0%0.159%
11/14/2025Brooklyn Investment Group8,858$390K0.0%+227.6%0.150%
11/14/2025 Solano Wealth Investment Advisors LLC126,900$5.58M2.7%-1.6%2.144%
11/13/2025GeoWealth Management LLC10,722$472K0.0%-3.8%0.181%
11/13/2025Invesco Ltd.1,451,379$63.84M0.0%-11.2%24.517%
11/13/2025UBS Group AG99,283$4.37M0.0%+137.0%1.677%
11/12/2025IFG Advisory LLC11,508$506K0.0%-44.5%0.194%
11/12/2025Empirical Asset Management LLC20,853$917K0.1%N/A0.352%
11/7/2025 Fortis Group Advisors LLC13,999$610K0.1%N/A0.236%
11/6/2025Proactive Wealth Strategies LLC32,555$1.43M0.6%-1.5%0.550%
11/5/2025Envestnet Asset Management Inc.12,840$565K0.0%+9.5%0.217%
11/5/2025Hantz Financial Services Inc.393,744$17.32M0.3%-0.8%6.651%
10/31/2025 First Command Advisory Services Inc.469,301$20.64M0.1%+0.5%7.927%
10/30/2025 ERn Financial LLC12,683$558K0.1%-2.1%0.214%
10/29/2025 Wealth Enhancement Advisory Services LLC25,018$1.09M0.0%+4.1%0.423%
10/17/2025 Apella Capital LLC10,072$438K0.0%-17.3%0.170%
10/15/2025CWM LLC1,361$60K0.0%N/A0.023%
10/10/2025 Orrstown Financial Services Inc.8,100$356K0.1%-34.3%0.137%
9/4/2025Osaic Holdings Inc.35,097$1.41M0.0%+135.3%0.593%
8/15/2025Bank of America Corp DE127,738$5.12M0.0%-1.7%2.158%
8/14/2025Graney & King LLC12,834$514K0.3%-14.9%0.217%
8/14/2025Jane Street Group LLC13,097$525K0.0%N/A0.221%
8/14/2025Raymond James Financial Inc.171,786$6.89M0.0%+6.0%2.902%
8/14/2025Cerity Partners LLC11,119$446K0.0%-4.9%0.188%
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8/13/2025Proactive Wealth Strategies LLC33,038$1.32M0.6%-2.4%0.558%
8/13/2025Invesco Ltd.1,634,518$65.53M0.0%-2.5%27.610%
8/13/2025 VestGen Advisors LLC31,009$1.24M0.0%-12.3%0.524%
8/12/2025 Richmond Investment Services LLC6,438$258K0.1%N/A0.109%
8/8/2025Cetera Investment Advisers10,533$422K0.0%-3.1%0.178%
8/8/2025Good Life Advisors LLC28,026$1.12M0.1%-3.2%0.473%
8/5/2025 Bank of New York Mellon Corp1,064,671$42.68M0.0%+2.9%17.984%
8/5/2025Bank of Montreal Can1,149$46K0.0%N/A0.019%
8/4/2025IFG Advisory LLC20,723$831K0.0%-25.6%0.350%
8/4/2025Hantz Financial Services Inc.396,917$15.91M0.3%-1.2%6.705%


OMFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of Invesco Russell 2000 Dynamic Multifactor ETF. The most heavily invested institutionals were Invesco Ltd. ($64.37M), Bank of New York Mellon Corp ($38.07M), LPL Financial LLC ($35.03M), Hantz Financial Services Inc. ($23.94M), First Command Advisory Services Inc. ($16.79M), Envestnet Asset Management Inc. ($8.91M), and Raymond James Financial Inc. ($8.03M).Learn more on Invesco Russell 2000 Dynamic Multifactor ETF's institutional investors.

Of the 50 institutional investors that purchased Invesco Russell 2000 Dynamic Multifactor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hantz Financial Services Inc. ($508.17K), Bank of New York Mellon Corp ($433.18K), Raymond James Financial Inc. ($344.77K), LPL Financial LLC ($286.01K), Solano Wealth Investment Advisors LLC ($162.15K), Envestnet Asset Management Inc. ($144.96K), and First Command Advisory Services Inc. ($121.42K).

Institutional investors have bought a total of 1,685,432 shares in the last 24 months. This purchase volume represents approximately $82.74M in transactions.

Of the 25 institutional investors that sold Invesco Russell 2000 Dynamic Multifactor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($257.91K), Invesco Ltd. ($187.12K), First Command Advisory Services Inc. ($75.90K), UBS Group AG ($24.39K), MGO One Seven LLC ($22.59K), Osaic Holdings Inc. ($21.47K), and Proactive Wealth Strategies LLC ($17.65K).

Institutional investors have sold a total of 698,212 shares in the last 24 months. This volume of shares sold represents approximately $31.67M in transactions.



Institutional ownership data for BATS:OMFS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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