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Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) Institutional Ownership

Invesco Russell 2000 Dynamic Multifactor ETF logo
$41.30 +1.46 (+3.67%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$53.39M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$39.32M
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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
1/14/2025 ERn Financial LLC14,624$579K0.1%-7.1%0.152%
11/15/2024MML Investors Services LLC11,122$440K0.0%-30.0%0.115%
11/15/2024Jane Street Group LLC17,211$681K0.0%N/A0.178%
11/14/2024Flow Traders U.S. LLC9,831$389K0.0%N/A0.102%
11/14/2024Hantz Financial Services Inc.652,296$25.80M0.5%-21.9%6.760%
11/13/2024Avestar Capital LLC61,237$2.42M0.2%-15.9%0.635%
11/12/202449 Wealth Management LLC7,114$281K0.0%-30.9%0.074%
11/6/2024Traction Financial Partners LLC97,159$3.84M3.0%-16.2%1.007%
11/5/2024Proactive Wealth Strategies LLC34,409$1.36M0.8%N/A0.357%
11/1/2024Atria Investments Inc5,081$201K0.0%N/A0.053%
10/31/2024Concurrent Investment Advisors LLC20,607$815K0.0%+8.6%0.214%
10/30/2024Milestone Investment Advisors LLC3,172$125K0.0%-10.5%0.033%
10/29/2024IAG Wealth Partners LLC92,414$3.66M0.7%+2.1%0.958%
10/24/2024Orrstown Financial Services Inc.28,440$1.13M0.3%+1.8%0.295%
10/22/2024Private Advisor Group LLC10,917$432K0.0%-25.9%0.113%
10/19/2024Cedrus LLC16,756$663K0.2%N/A0.174%
10/16/2024 ERn Financial LLC15,747$623K0.1%-3.4%0.163%
10/11/2024 ORG Partners LLC13,861$548K0.1%-28.7%0.144%
10/11/2024 ORG Wealth Partners LLC5,874$232K0.1%N/A0.061%
8/16/2024Traction Financial Partners LLC115,979$4.36M3.2%+4.2%1.202%
8/8/2024Thoroughbred Financial Services LLC7,370$267K0.0%N/A0.076%
8/8/2024LPL Financial LLC1,028,841$37.36M0.0%-30.9%10.662%
8/7/2024MGO One Seven LLC45,801$1.66M0.1%-76.7%0.475%
8/5/2024Private Advisor Group LLC14,739$535K0.0%-68.0%0.153%
7/31/2024Commonwealth Equity Services LLC28,693$1.04M0.0%+13.0%0.297%
7/31/2024IFG Advisory LLC26,643$967K0.1%+14.7%0.276%
7/31/2024Concurrent Investment Advisors LLC18,977$689K0.0%-19.5%0.197%
7/31/2024Solano Wealth Management Inc.553,518$20.10M11.0%+6.4%5.736%
7/30/2024Hantz Financial Services Inc.835,543$30.34M0.6%N/A8.658%
7/26/2024First Command Advisory Services Inc.327,681$11.90M0.1%+8.7%3.396%
7/26/2024Bank of New York Mellon Corp625,991$22.73M0.0%+6.5%6.487%
7/24/2024EdgeRock Capital LLC724$26K0.0%N/A0.008%
7/19/2024Western Wealth Management LLC10,636$386K0.0%N/A0.110%
7/17/2024IAG Wealth Partners LLC90,478$3.29M0.7%+3.4%0.938%
7/16/2024 ORG Partners LLC19,440$697K0.1%N/A0.201%
7/15/2024 Aspire Private Capital LLC1,527$55K0.0%-26.5%0.016%
7/12/2024Orrstown Financial Services Inc.27,935$1.01M0.5%+13.8%0.289%
7/10/2024 Apella Capital LLC12,988$455K0.0%-8.2%0.135%
5/13/2024PAX Financial Group LLC9,351$353K0.1%+15.9%0.094%
5/10/2024Osaic Holdings Inc.236,703$8.94M0.0%-7.8%2.374%
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5/8/2024Avantax Advisory Services Inc.89,071$3.36M0.0%+43.8%0.893%
5/7/2024Concurrent Investment Advisors LLC23,568$890K0.0%-47.5%0.236%
5/7/202449 Wealth Management LLC10,685$399K0.1%+3.0%0.107%
5/2/2024First 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%
4/25/2024IAG Wealth Partners LLC87,497$3.31M0.7%+13.3%0.862%
4/23/2024Raymond 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%
4/4/2024Orrstown 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%
2/9/2024Thoroughbred Financial Services LLC9,347$362K0.0%-5.6%0.101%
2/7/2024Avantax 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%
2/6/2024Private 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%
2/2/2024IAG Wealth Partners LLC77,245$3.00M0.7%-26.3%0.832%
2/2/2024Truist Financial Corp44,586$1.73M0.0%-40.2%0.480%
2/1/2024First 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%
1/24/2024Stratos Wealth Partners LTD.47,285$1.84M0.0%+31.6%0.510%
1/23/2024Denver Wealth Management Inc.5,614$218K0.1%-36.2%0.060%
1/19/2024 AdvisorNet Financial Inc875$34K0.0%-38.6%0.009%
1/18/2024Global Retirement Partners LLC1,250$45K0.0%+900.0%0.013%
1/17/2024IFG 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%
1/16/2024Raymond 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%
1/11/2024BKM Wealth Management LLC1,422$55K0.0%N/A0.015%
1/11/2024Orrstown Financial Services Inc.22,252$863K0.7%N/A0.240%
1/11/2024BKM 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%
11/8/2023First 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%
11/8/2023Avantax Advisory Services Inc.29,829$1.01M0.0%+10.6%0.321%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

11/3/2023MGO One Seven LLC179,356$6.09M0.5%+82.3%1.933%
11/3/2023Private Advisor Group LLC33,162$1.13M0.0%+22.6%0.357%
10/24/2023Denver Wealth Management Inc.8,793$298K0.2%N/A0.095%
10/24/2023Bank of New York Mellon Corp907,838$30.80M0.0%N/A9.783%
10/24/2023IAG Wealth Partners LLC104,765$3.56M1.0%+17.6%1.129%
10/24/2023Stratos Wealth Partners LTD.35,943$1.22M0.0%+68.9%0.387%
10/24/2023Raymond 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%
(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, 61 institutional investors and hedge funds held shares of Invesco Russell 2000 Dynamic Multifactor ETF. The most heavily invested institutionals were Invesco Ltd. ($59.33M), LPL Financial LLC ($37.36M), Hantz Financial Services Inc. ($25.80M), Bank of New York Mellon Corp ($22.73M), Searcy Financial Services Inc. ADV ($21.65M), Solano Wealth Management Inc. ($20.10M), 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 54 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 ($946.28K), Hantz Financial Services Inc. ($835.54K), Solano Wealth Management Inc. ($497.71K), First Command Advisory Services Inc. ($327.68K), Raymond James Financial Services Advisors Inc. ($256.18K), and First Command Bank ($134.27K).

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

Institutional investors have bought a total of 5,489,048 shares in the last 24 months. This purchase volume represents approximately $194.46M in transactions.

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

Of the 28 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: LPL Financial LLC ($461.05K), MGO One Seven LLC ($195.38K), Hantz Financial Services Inc. ($183.25K), Collaborative Wealth Managment Inc. ($73.74K), Dynamic Advisor Solutions LLC ($46.15K), Raymond James Financial Services Advisors Inc. ($38.11K), and Private Advisor Group LLC ($35.08K).

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

Institutional investors have sold a total of 1,292,866 shares in the last 24 months. This volume of shares sold represents approximately $47.66M in transactions.



This page (BATS:OMFS) was last updated on 1/22/2025 by MarketBeat.com Staff
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