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Hamilton Point Investment Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Hamilton Point Investment 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
2024
Q1 		– Sell
-9,792
Closed -$397K – 152
2023
Q4 		$397K Hold
9,792
– – 0.08% 99
2023
Q3 		$360K Hold
9,792
– – 0.09% 91
2023
Q2 		$379K Hold
9,792
– – 0.09% 93
2023
Q1 		$361K Buy
+9,792
New +$354K 0.09% 93

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Hamilton Point Investment Advisors's BMVP Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2024, closing a stake of 9,792 shares — an estimated $397K sold.

Hamilton Point Investment Advisors first reported a position in BMVP in Q1 2023 and held it in 4 quarters. The position peaked at $397K in Q4 2023. 41 funds tracked by Wall St. Rank hold BMVP as of Q1 2024.

  • Hamilton Point Investment Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 9,792 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2024, an estimated $397K.
  • Hamilton Point Investment Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2023 and held it in 4 quarters.
  • Hamilton Point Investment Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $397K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.