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Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) Institutional Ownership

Invesco Russell 2000 Dynamic Multifactor ETF logo
$53.04 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Russell 2000 Dynamic Multifactor ETF (BATS:OMFS)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$30.74M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$29.10M
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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
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%
5/5/2026Bank of New York Mellon Corp841,091$38.07M0.0%-23.5%14.208%
4/29/2026Richmond Investment Services LLC4,476$203K0.0%N/A0.076%
4/27/2026Private Advisor Group LLC19,920$902K0.0%+133.6%0.336%
4/20/2026Apella 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%
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%
2/12/2026Commonwealth Equity Services LLC30,460$1.36M0.0%-0.8%0.515%
2/11/2026LPL Financial LLC787,710$35.03M0.0%+57.0%13.306%
2/11/2026First Command Advisory Services Inc.478,524$21.28M0.1%+2.0%8.083%
2/10/2026Bank 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%
2/6/2026Fortis Group Advisors LLC15,499$728K0.1%+10.7%0.262%
2/5/2026Proactive Wealth Strategies LLC15,881$706K0.3%-51.2%0.268%
2/3/2026MGO One Seven LLC16,523$735K0.0%+2.4%0.279%
1/29/2026UBS Group AG74,892$3.33M0.0%-24.6%1.265%
1/29/2026Concurrent Investment Advisors LLC5,271$234K0.0%N/A0.089%
1/21/2026Apella Capital LLC9,489$422K0.0%-5.8%0.160%
1/15/2026Orrstown Financial Services Inc.7,500$334K0.1%-7.4%0.127%
1/8/2026Wealth 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
11/14/2025Solano 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%
11/7/2025Fortis 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%
10/31/2025First Command Advisory Services Inc.469,301$20.64M0.1%+0.5%7.927%
10/30/2025ERn Financial LLC12,683$558K0.1%-2.1%0.214%
10/29/2025Wealth Enhancement Advisory Services LLC25,018$1.09M0.0%+4.1%0.423%
10/17/2025Apella Capital LLC10,072$438K0.0%-17.3%0.170%
10/15/2025CWM LLC1,361$60K0.0%N/A0.023%
10/10/2025Orrstown 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%
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%
8/13/2025VestGen Advisors LLC31,009$1.24M0.0%-12.3%0.524%
8/12/2025Richmond 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%
8/5/2025Bank 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%
8/1/2025First Command Advisory Services Inc.466,969$18.72M0.2%+4.3%7.888%
8/1/2025Envestnet Asset Management Inc.11,726$470K0.0%-30.6%0.198%
7/25/2025MGO One Seven LLC16,055$644K0.0%-6.5%0.271%
7/17/2025ERn Financial LLC12,957$519K0.1%-7.1%0.219%
7/15/2025Traction Financial Partners LLC5,808$233K0.2%-7.1%0.098%
7/11/2025Orrstown Financial Services Inc.12,338$495K0.1%-18.5%0.208%
7/10/2025Wealth Enhancement Advisory Services LLC24,033$991K0.0%+184.2%0.406%
5/15/2025Royal Bank of Canada44,889$1.71M0.0%+332.2%0.756%
5/14/2025Flow Traders U.S. LLC20,245$769K0.0%-55.2%0.341%
5/12/2025Invesco Ltd.1,676,636$63.70M0.0%+0.2%28.226%
5/8/2025IFG Advisory LLC27,864$1.06M0.1%+14.3%0.469%
5/7/2025LPL Financial LLC529,873$20.13M0.0%-1.7%8.920%
5/6/2025Cetera Investment Advisers10,873$413K0.0%+19.7%0.183%
5/6/2025Avantax Advisory Services Inc.14,693$558K0.0%-83.2%0.247%
5/6/2025Landmark Wealth Management Inc.28,982$1.10M0.5%-9.2%0.488%
5/5/2025Private Advisor Group LLC9,434$358K0.0%-10.9%0.157%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/2/2025First Command Advisory Services Inc.447,735$17.01M0.2%+15.3%7.475%
5/1/2025CWM LLC3,921$149K0.0%N/A0.065%
4/30/2025Cerity Partners LLC11,690$444K0.0%-7.1%0.195%
4/29/2025Envestnet Asset Management Inc.16,886$641K0.0%-33.2%0.282%
4/29/2025Bank of New York Mellon Corp1,034,194$39.29M0.0%+55.9%17.265%
4/28/2025Milestone Investment Advisors LLC1,297$49K0.0%-34.9%0.022%
4/23/2025Proactive Wealth Strategies LLC33,862$1.29M0.7%-1.0%0.565%
4/23/2025Mascagni Wealth Management Inc.8,865$351K0.3%+43.0%0.148%
4/21/2025ERn Financial LLC13,946$530K0.1%-4.6%0.233%
4/16/2025IAG Wealth Partners LLC9,134$347K0.1%-90.0%0.152%


OMFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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), First Command Advisory Services Inc. ($21.28M), Solano Wealth Management Inc. ($20.10M), Hantz Financial Services Inc. ($18.53M), and Raymond James Financial Inc. ($8.03M).Learn more on Invesco Russell 2000 Dynamic Multifactor ETF's institutional investors.

Of the 47 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. ($858.40K), Bank of New York Mellon Corp ($471.63K), Raymond James Financial Inc. ($344.77K), LPL Financial LLC ($286.01K), Solano Wealth Investment Advisors LLC ($162.15K), First Command Advisory Services Inc. ($147.61K), and Flow Traders U.S. LLC ($71.02K).

Institutional investors have bought a total of 706,444 shares in the last 24 months. This purchase volume represents approximately $30.74M in transactions.

Of the 30 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. ($229.24K), UBS Group AG ($24.39K), Osaic Holdings Inc. ($21.47K), Proactive Wealth Strategies LLC ($17.98K), IFG Advisory LLC ($16.36K), and Wells Fargo & Company MN ($14.34K).

Institutional investors have sold a total of 661,665 shares in the last 24 months. This volume of shares sold represents approximately $29.10M in transactions.



This page (BATS:OMFS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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