Invesco Bloomberg MVP Multi-factor ETF
BMVP
35 hedge funds and large institutions have $25.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 32 → 35 (+3)
1% less capital invested
Capital invested by funds: $26.3M → $25.9M (-$349K)
4.46% less ownership
Funds ownership: 48.91% → 44.45% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$708K |
| 2 |
Morgan Stanley
New York
|
+$417K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$408K |
| 4 |
LPL Financial
San Diego,
California
|
+$310K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$188K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$51.8K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$50.5K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$33.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $43K | -$50.5K | -1,455 | -54% |
|
27
William Blair & Company
Chicago,
Illinois
| $35K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $31K | +$30.8K | +888 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $19K | – | – | – |
|
|
CPIG
30
Chicago Partners Investment Group
Chicago,
Illinois
| $15K | +$16.9K | +486 | New |
|
|
RMAM
31
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $10K | +$10.4K | +300 | New |
|
|
BWM
32
BerganKDV Wealth Management
Bloomington,
Minnesota
| $8K | – | – | – |
|
|
LWM
33
Lenox Wealth Management
Cincinnati,
Ohio
| $3K | +$4.38K | +126 | New |
|
|
TFS
34
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
35
Jane Street
New York
| – | -$4.48M | -133,317 | Closed |
|
|
36
Envestnet Asset Management
Chicago,
Illinois
| – | -$188K | -5,595 | Closed |
|
37
SEI Investments
Oaks,
Pennsylvania
| – | -$17K | -498 | Closed |
|
|
JFA
38
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$12K | -360 | Closed |
|
BMVP Hedge Fund Activity: Q3 2018 in Review
35 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2018, worth a combined $25.9M — down 1.3% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BMVP positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $708K. The largest seller was Jane Street, exiting entirely with an estimated $4.48M sold.
- 35 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2018, up from 32 in Q2 2018.
- Funds reported $25.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2018, down 1.3% quarter-over-quarter.
- 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2018 and 4 closed out, a net change of +3 holders.
- The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2018 was Goldman Sachs, an estimated $708K added.
- The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2018 was Jane Street, an estimated $4.48M sold.
Based on aggregated 13F filings for Q3 2018.