Invesco
USMV icon

Invesco’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Invesco’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,000
Closed -$243K – 3689
2020
Q2 		$243K Sell
4,000
-3,890
-49% -$231K ﹤0.01% 3408
2020
Q1 		$426K Buy
+7,890
New +$501K ﹤0.01% 3118

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco's USMV Position: Q3 2020 in Review

Invesco sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 4,000 shares — an estimated $243K sold.

Invesco first reported a position in USMV in Q1 2020 and held it in 2 quarters. The position peaked at $426K in Q1 2020. 901 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Invesco reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Invesco sold 4,000 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $243K.
  • Invesco first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
  • Invesco's iShares MSCI USA Min Vol Factor ETF position peaked at $426K in Q1 2020.
  • 901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Invesco's 13F filing for Q3 2020, filed 16 Nov 2020.