Invesco Bloomberg MVP Multi-factor ETF
BMVP
36 hedge funds and large institutions have $25.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more capital invested
Capital invested by funds: $24.1M → $25.8M (+$1.65M)
6% more funds holding
Funds holding: 34 → 36 (+2)
2.97% more ownership
Funds ownership: 47.46% → 50.43% (+3%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$227K |
| 3 |
Jane Street
New York
|
+$185K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$174K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$188K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$162K |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$99.1K |
| 4 |
JP Morgan Chase
New York
|
-$78.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$28.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $57K | – | – | – |
|
|
ME
27
McIlrath & Eck
Arlington,
Washington
| $54K | -$27.5K | -840 | -33% |
|
|
WTB
28
Washington Trust Bank
Spokane,
Washington
| $43K | – | – | – |
|
29
William Blair & Company
Chicago,
Illinois
| $41K | +$42.2K | +1,290 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $17K | – | – | – |
|
32
SEI Investments
Oaks,
Pennsylvania
| $16K | – | – | – |
|
|
JFA
33
JNBA Financial Advisors
Bloomington,
Minnesota
| $11K | – | – | – |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | +$5.79K | +177 | New |
|
|
TFS
35
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
SIAS
36
Shine Investment Advisory Services
Lone Tree,
Colorado
| – | -$19K | -600 | Closed |
|
BMVP Hedge Fund Activity: Q1 2018 in Review
36 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2018, worth a combined $25.8M — up 6.8% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BMVP positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $188K.
- 36 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2018, up from 34 in Q4 2017.
- Funds reported $25.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2018, up 6.8% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2018 was Creative Financial Designs, an estimated $1.23M added.
- The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2018 was Morgan Stanley, an estimated $188K sold.
Based on aggregated 13F filings for Q1 2018.