Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48,574
Closed -$1.79M – 3199
2023
Q3 		$1.79M Sell
48,574
-113
-0.2% -$4.36K 0.01% 1208
2023
Q2 		$1.89M Sell
48,687
-5,073
-9% -$187K 0.01% 1204
2023
Q1 		$1.98M Sell
53,760
-63,936
-54% -$2.31M 0.01% 1126
2022
Q4 		$4.08M Buy
117,696
+68,265
+138% +$2.41M 0.02% 692
2022
Q3 		$1.58M Buy
49,431
+105
+0.2% +$3.56K 0.01% 1177
2022
Q2 		$1.55M Sell
49,326
-3
-0% -$104 0.01% 1183
2022
Q1 		$1.89M Buy
49,329
+153
+0.3% +$5.81K 0.01% 1171
2021
Q4 		$2.06M Buy
49,176
+1,248
+3% +$51.2K 0.01% 1129
2021
Q3 		$1.9M Buy
47,928
+2,184
+5% +$89K 0.01% 1133
2021
Q2 		$1.86M Buy
45,744
+5,496
+14% +$222K 0.01% 1165
2021
Q1 		$1.55M Buy
40,248
+1,602
+4% +$61.4K 0.01% 1149
2020
Q4 		$1.36M Buy
38,646
+3,615
+10% +$121K 0.01% 1128
2020
Q3 		$1.09M Sell
35,031
-756
-2% -$23.7K 0.01% 1138
2020
Q2 		$1.05M Sell
35,787
-4,671
-12% -$129K 0.01% 1097
2020
Q1 		$992K Sell
40,458
-18,099
-31% -$552K 0.01% 974
2019
Q4 		$1.93M Sell
58,557
-36
-0.1% -$1.16K 0.01% 810
2019
Q3 		$1.85M Buy
58,593
+1,095
+2% +$35.1K 0.02% 786
2019
Q2 		$1.88M Buy
57,498
+1,176
+2% +$37.9K 0.02% 741
2019
Q1 		$1.81M Buy
56,322
+498
+0.9% +$15.7K 0.02% 760
2018
Q4 		$1.64M Buy
55,824
+3,681
+7% +$118K 0.02% 710
2018
Q3 		$1.84M Buy
52,143
+5,454
+12% +$189K 0.02% 722
2018
Q2 		$1.57M Buy
46,689
+903
+2% +$30.1K 0.02% 750
2018
Q1 		$1.46M Buy
45,786
+5,334
+13% +$174K 0.02% 749
2017
Q4 		$1.28M Buy
40,452
+153
+0.4% +$4.78K 0.02% 790
2017
Q3 		$1.22M Sell
40,299
-2,112
-5% -$61.8K 0.02% 746
2017
Q2 		$1.21M Buy
42,411
+168
+0.4% +$4.73K 0.02% 711
2017
Q1 		$1.18M Buy
42,243
+2,820
+7% +$77.5K 0.02% 659
2016
Q4 		$1.06M Buy
39,423
+1,698
+5% +$44K 0.02% 648
2016
Q3 		$953K Sell
37,725
-216
-0.6% -$5.34K 0.02% 701
2016
Q2 		$906K Buy
37,941
+3,822
+11% +$91.2K 0.02% 647
2016
Q1 		$817K Sell
34,119
-1,875
-5% -$42.5K 0.02% 657
2015
Q4 		$879K Buy
35,994
+9,789
+37% +$242K 0.02% 600
2015
Q3 		$610K Buy
26,205
+3,732
+17% +$92.3K 0.02% 670
2015
Q2 		$568K Buy
22,473
+1,407
+7% +$35.6K 0.02% 748
2015
Q1 		$535K Buy
+21,066
New +$521K 0.02% 759

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's BMVP Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2023, closing a stake of 48,574 shares — an estimated $1.79M sold.

Cambridge Investment Research Advisors first reported a position in BMVP in Q1 2015 and held it in 35 quarters. The position peaked at $4.08M in Q4 2022. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 48,574 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2023, an estimated $1.79M.
  • Cambridge Investment Research Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2015 and held it in 35 quarters.
  • Cambridge Investment Research Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $4.08M in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.