Fund report

US-listed

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF
Invesco

1,107 holdings as of 2026-05-31 · top 10 = 34.4% · TER 0.39% · P/E 20.4

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Concentration
Moderately concentratedtop 10 = 34.4%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
1,107
as of 2026-05-31
Top 10
34.4%
TER
0.39%
cheaper than 62% of peers
Net assets
US$283M
Largest
23.9%
P / E
20.4
covers 67% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
17.0%
02Valuation and performance
market price return · as of 2026-09-02
1M
-1.1%
3M
+3.9%
6M
+9.8%
YTD
+17.8%
1Y
+22.1%
Valuation1,051 companies covered · weighted, profitable holdings only
20.4
price / earnings
MethodologyCompany-data coverageThe rest is 8% loss-making companies, which carry no P/E by the positive-earner convention; 25% bonds, cash or other non-equity.
3.6%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 75% by weight
2.27
price / book
covers 68% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1Invesco Private Prime Fund US
18.0
2Invesco Private Government Fund US
6.9
3NEXTPOWER INC. USNXT
1.5
4STERLING INFRASTRUCTURE, INC. USSTRL
1.4
5Indivior Pharmaceuticals Inc USINDV
1.4
6Argan Inc USAGX
1.2
7PLANET LABS PBC USPL US
1.2
8Arrowhead Pharmaceuticals Inc USARWR
1.1
9RAMBUS INC. USRMBS
1.0
10Caretrust Reit Inc USCTRE
0.9
11Credo Technology Group Holding Ltd KYCRDO US
0.9
12FIRSTCASH HOLDINGS, INC. USFCFS
0.8
13LAUREATE EDUCATION, INC. USLAUR
0.8
14CLEAR SECURE, INC. USYOU
0.8
15InterDigital Inc USIDCC
0.8
16Protagonist Therapeutics Inc USPTGX
0.7
17WATTS WATER TECHNOLOGIES, INC. USWTS
0.6
18Progyny Inc USPGNY
0.6
19ACADIAN ASSET MANAGEMENT INC. USAAMI
0.6
20OUTFRONT Media Inc USOUT
0.5
21Tutor Perini Corp USTPC
0.5
22Essent Group Ltd BMESNT
0.5
23Krystal Biotech Inc USKRYS
0.5
24FORMFACTOR, INC. USFORM
0.5
25FABRINET KYFN
0.4
26CAVCO INDUSTRIES, INC. USCVCO
0.4
27TERRENO REALTY CORP USTRNO
0.4
28Radian Group Inc USRDN
0.4
29Piper Sandler Companies USPIPR
0.4
30Super Group SGHC Ltd GGSGHC
0.4
31National Health Investors, Inc. USNHI
0.4
32Alignment Healthcare, Inc. USALHC
0.4
33HA Sustainable Infrastructure Capital Inc USHASI
0.4
34BRINKER INTERNATIONAL, INC. USEAT
0.4
35THE ENSIGN GROUP, INC. USENSG
0.4
36Ryman Hospitality Properties Inc USRHP
0.3
37Broadstone Net Lease, Inc. USBNL
0.3
38Essential Properties Realty Trust Inc. USEPRT
0.3
39Rush Street Interactive Inc USRSI
0.3
40THE ST. JOE COMPANY USJOE
0.3
41American Healthcare REIT Inc. USAHR
0.3
42Sabra Health Care REIT, Inc. USSBRA
0.3
43PJT PARTNERS INC. USPJT
0.3
44Primoris Services Corp USPRIM
0.3
45MOELIS & COMPANY USMC
0.3
46OPENLANE, INC. USOPLN
0.3
47Victory Capital Holdings Inc USVCTR
0.3
48nLIGHT Inc USLASR US
0.3
49POWELL INDUSTRIES, INC. USPOWL
0.3
50VICOR CORPORATION USVICR
0.3
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04Exposure
Equity 75.1%Cash 24.9%
By sector
Financial Services25.4%
Industrials18.8%
Healthcare13.0%
Technology12.2%
Real Estate10.8%
Consumer Cyclical8.9%
Energy3.7%
Materials2.5%
Consumer Defensive2.0%
Utilities1.2%
Communication Services1.1%
By country
USUnited States125.6%
KYCayman Islands2.2%
BMBermuda1.9%
CACanada0.8%
GGGG0.6%
MCMC0.4%
PRPR0.3%
IEIreland0.3%
CurrencyUSD 129.9% GBP 0.9% CAD 0.8% EUR 0.3% CHF 0.2%

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