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Invesco Bloomberg MVP Multi-factor ETF

40 hedge funds and large institutions have $29.6M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $29.7M → $29.6M (-$144K)

0.54% less ownership

Funds ownership: 58.91%58.37% (-0.54%)

5% less funds holding

Funds holding: 4240 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$37K -$2.51K -78 -6%
GWMIA
27
Global Wealth Management Investment Advisory
Florida
$34K +$33.5K +1,041 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$21K +$20.7K +642 New
ASN
29
Advisory Services Network
Georgia
$18K +$97 +3 +0.5%
JFA
30
JNBA Financial Advisors
Minnesota
$12K
CFD
31
Creative Financial Designs
Indiana
$9K -$22.6K -702 -72%
CIAS
32
Capital Investment Advisory Services
North Carolina
$8K
BWM
33
BerganKDV Wealth Management
Minnesota
$7K
FHA
34
Flagship Harbor Advisors
Massachusetts
$6K
SPIA
35
Steward Partners Investment Advisory
New York
$4K +$4.45K +138 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2K
LWM
37
Lenox Wealth Management
Ohio
$2K
TFS
38
TrustCore Financial Services
Tennessee
$2K
MM
39
Main Management
California
-$195K -22,200 Closed
MFW
40
Mosaic Family Wealth
Missouri
-$189K -5,898 Closed
AA
41
Advisory Alpha
Michigan
-$20.2K -630 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
-$5K -153 Closed
WCM
43
WealthBridge Capital Management
Ohio
-$4K -120 Closed
SIC
44
Salem Investment Counselors
North Carolina
+$387 +12 New

BMVP Hedge Fund Activity: Q2 2019 in Review

40 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2019, worth a combined $29.6M — down 0.49% from $29.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $912K. The largest seller was Royal Bank of Canada, cutting an estimated $567K.

  • 40 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2019, down from 42 in Q1 2019.
  • Funds reported $29.6M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2019, down 0.49% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2019 and 5 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2019 was Citadel Advisors, an estimated $912K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $567K sold.

Based on aggregated 13F filings for Q2 2019.