Who Owns Invesco Russell 2000 Dynamic Multifactor ETF (OMFS)?Hedge Fund & Institutional Holders

$45.08+0.49 (+1.09%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.336400021279001e+189T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$33.88$37.54$41.20$44.86$48.52Sep 24Jun 25Mar 26

OMFS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
First Command Advisory Services, Inc.New Position+479K+$21.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+30K+$1.0B
Empirical Asset Management, LLCIncreased+14K+$638.8M
Fortis Group Advisors, LLCIncreased+2K+$117.8M
AMERIFLEX GROUP, INC.New Position+1K+$49.0M
Bank of New York Mellon CorpNew Position+1.1M+$48.0M
HANTZ FINANCIAL SERVICES, INC.New Position+417K+$18.0M
Concord Wealth PartnersNew Position+366+$16.0M
PRIVATE TRUST CO NANew Position+209+$9.0M
Graney & King, LLCIncreased+17+$6.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+25K+$1.1M
WOLFF WIESE MAGANA LLCNew Position+28+$1.0M
MGO ONE SEVEN LLCNew Position+17K+$734K
Proactive Wealth Strategies LLCNew Position+16K+$706K
ERn Financial, LLCNew Position+13K+$560K

OMFS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-21K-$1.5B
WELLS FARGO & COMPANY/MNDecreased-14K-$1.2B
Solano Wealth Investment Advisors LLCDecreased-29K-$1.2B
UBS Group AGDecreased-24K-$1.0B
RAYMOND JAMES FINANCIAL INCDecreased-17K-$1.0B
COZAD ASSET MANAGEMENT INCDecreased-9K-$956.5M
IHT Wealth Management, LLCDecreased-627-$749.9M
ROYAL BANK OF CANADADecreased-9K-$576.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-12K-$548.4M
CITADEL ADVISORS LLCClosed Position-11K-$502.9M
GeoWealth Management, LLCClosed Position-11K-$471.6M
Arax Advisory PartnersDecreased-11K-$436.1M
Private Advisor Group, LLCDecreased-372-$391.5M
VestGen Advisors, LLCClosed Position-5K-$215.5M
Richmond Investment Services, LLCClosed Position-5K-$203.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.1,424,874$63.4B9.72%Share
2First Command Advisory Services, Inc.478,524$21.3B148.30%Share
3RAYMOND JAMES FINANCIAL INC160,641$7.0B2.18%Share
4Solano Wealth Investment Advisors LLC97,532$4.3B2.15%Share
5UBS Group AG73,964$3.3B0.53%Share
6BANK OF AMERICA CORP /DE/84,523$3.0B0.22%Share
7COZAD ASSET MANAGEMENT INC40,159$2.0B0.16%Share
8IHT Wealth Management, LLC61,892$2.0B0.05%Share
9Empirical Asset Management, LLC34,999$1.6B0.44%Share
10Invesco Ltd.22,521$1.0B0.15%Share
11COMMONWEALTH EQUITY SERVICES, LLC30,460$1.0B1.33%Share
12BANK OF AMERICA CORP /DE/23,463$1.0B0.07%Share
13Fortis Group Advisors, LLC15,499$728.0M0.12%Share
14Graney & King, LLC12,877$572.0M0.33%Share
15Traction Financial Partners, LLC5,808$258.0M0.15%Share
16AMERIFLEX GROUP, INC.1,102$49.0M0.03%Share
17Bank of New York Mellon Corp1,098,825$48.0M0.01%Share
18UBS Group AG928$41.0M0.01%Share
19LPL Financial LLC787,710$35.0M0.01%Share
20Farther Finance Advisors, LLC690$30.0M0.32%Share
21HANTZ FINANCIAL SERVICES, INC.416,605$18.0M0.27%Share
22Concord Wealth Partners366$16.0M0.00%Share
23PRIVATE TRUST CO NA209$9.0M0.00%Share
24Milestone Investment Advisors LLC135$6.0M0.00%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC24,598$1.1M0.00%Share
26Cetera Investment Advisers25,913$1.0M0.00%Share
27WOLFF WIESE MAGANA LLC28$1.0M0.00%Share
28MGO ONE SEVEN LLC16,523$734K0.01%Share
29Proactive Wealth Strategies LLC15,881$706K0.28%Share
30ERn Financial, LLC12,605$560K0.11%Share
31Apella Capital, LLC9,489$421K0.01%Share
32Dynamic Advisor Solutions LLC7,898$351K0.01%Share
33ORRSTOWN FINANCIAL SERVICES INC7,500$333K0.06%Share
34Concurrent Investment Advisors, LLC3,551$157K0.00%Share
35Concurrent Investment Advisors, LLC1,720$76K0.00%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO670$49K0.00%Share
37CWM, LLC517$23K0.00%Share
38Allworth Financial LP201$8K0.00%Share
39IAG Wealth Partners, LLC104$4K0.00%Share
40WFA of San Diego, LLC50$2K0.00%Share
41EverSource Wealth Advisors, LLC27$1K0.00%Share
42MCGUIRE CAPITAL ADVISORS INC26$1K0.00%Share
43HARBOUR INVESTMENTS, INC.39$1K0.00%Share
44WELLS FARGO & COMPANY/MN2,266$00.00%Share
45HUNTINGTON NATIONAL BANK960$00.00%Share
46ROYAL BANK OF CANADA4,312$00.00%Share
47Brooklyn Investment Group15,680$00.00%Share
48WELLS FARGO & COMPANY/MN11,772$00.00%Share
49OSAIC HOLDINGS, INC.11,779$00.00%Share
50OSAIC HOLDINGS, INC.536$00.00%Share

OMFS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$112.6B+14
Q3 202545$122.1B-9
Q2 202554$142.5B-9
Q1 202563$143.0B+11
Q4 202452$716.4B+7
Q3 202445$65.1T-3
Q2 202448$25.1T+1
Q1 202447$291.9T—

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As of Q4 2025, 50 institutional investors hold OMFS (Invesco Russell 2000 Dynamic Multifactor ETF). The largest holder is Invesco Ltd. with $63.4B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own OMFS?

As of Q4 2025, 50 institutional investors report holding OMFS (Invesco Russell 2000 Dynamic Multifactor ETF) in their 13F filings.

Who is the largest institutional holder of OMFS?

The largest institutional holder of OMFS is Invesco Ltd. with $63.4B in shares.

Is institutional ownership of OMFS increasing or decreasing?

This quarter, 12 institutions opened new positions in OMFS and 5 closed their positions.