Invesco Bloomberg MVP Multi-factor ETF
BMVP
32 hedge funds and large institutions have $26.3M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 5 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
2% more capital invested
Capital invested by funds: $25.8M → $26.3M (+$515K)
1.52% less ownership
Funds ownership: 50.43% → 48.91% (-1.5%)
11% less funds holding
Funds holding: 36 → 32 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$429K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$320K |
| 4 |
LPL Financial
San Diego,
California
|
+$186K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$2.74M |
| 2 |
EAM
Evanson Asset Management
Carmel,
California
|
-$259K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$253K |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$73K |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $33K | -$9.99K | -300 | -23% |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $19K | +$100 | +3 | +0.5% |
|
28
SEI Investments
Oaks,
Pennsylvania
| $17K | – | – | – |
|
|
JFA
29
JNBA Financial Advisors
Bloomington,
Minnesota
| $12K | – | – | – |
|
|
BWM
30
BerganKDV Wealth Management
Bloomington,
Minnesota
| $8K | +$7.49K | +225 | New |
|
|
TFS
31
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
IFWM
32
Institute for Wealth Management
Denver,
Colorado
| – | -$2.74M | -84,528 | Closed |
|
|
EAM
33
Evanson Asset Management
Carmel,
California
| – | -$259K | -8,118 | Closed |
|
|
PWAG
34
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$73K | -2,301 | Closed |
|
|
WTB
35
Washington Trust Bank
Spokane,
Washington
| – | -$43K | -1,359 | Closed |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$30K | -930 | Closed |
|
BMVP Hedge Fund Activity: Q2 2018 in Review
32 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2018, worth a combined $26.3M — up 2% from $25.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BMVP and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 14 added.
The largest buyer was Jane Street, adding an estimated $1.29M. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $2.74M sold.
- 32 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2018, down from 36 in Q1 2018.
- Funds reported $26.3M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2018, up 2% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2018 and 5 closed out, a net change of -4 holders.
- The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2018 was Jane Street, an estimated $1.29M added.
- The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2018 was Institute for Wealth Management, an estimated $2.74M sold.
Based on aggregated 13F filings for Q2 2018.