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Invesco Bloomberg MVP Multi-factor ETF
BMVP

38 hedge funds and large institutions have $32.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $29.6M → $32.9M (+$3.33M)

8.74% more ownership

Funds ownership: 58.37% → 67.11% (+8.7%)

5% less funds holding

Funds holding: 40 → 38 (-2)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$3.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M
3
Jane Street
Jane Street
New York
+$404K
4
LPL Financial
LPL Financial
California
+$278K
5
CAN
Cetera Advisor Networks
California
+$73K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$690K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$117K
4
JP Morgan Chase
JP Morgan Chase
New York
-$60K
5
AG
Advisor Group
Arizona
-$49.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
26
McIlrath & Eck
Washington
$31K -$24.1K -750 -43%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$20K – – –
AA
28
Advisory Alpha
Michigan
$19.5K +$20.2K +630 New
ASN
29
Advisory Services Network
Georgia
$18K – – –
JFA
30
JNBA Financial Advisors
Minnesota
$11K – – –
CAN
31
Claraphi Advisory Network
United States
$7K +$7.22K +225 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$6K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$6K +$2.31K +72 +52%
CIAS
34
Capital Investment Advisory Services
North Carolina
$4K -$3.85K -120 -50%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2K – – –
LWM
36
Lenox Wealth Management
Ohio
$2K – – –
TFS
37
TrustCore Financial Services
Tennessee
$2K +$96 +3 +6%
Stifel Financial
38
Stifel Financial
Missouri
– -$690K -21,090 Closed
JP Morgan Chase
39
JP Morgan Chase
New York
– -$60K -1,860 Closed
GWMIA
40
Global Wealth Management Investment Advisory
Florida
– -$34K -1,041 Closed
CFD
41
Creative Financial Designs
Indiana
– -$9K -267 Closed
BWM
42
BerganKDV Wealth Management
Minnesota
– -$7K -225 Closed
1
2

BMVP Hedge Fund Activity: Q3 2019 in Review

38 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2019, worth a combined $32.9M — up 11% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BMVP and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $3.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $690K sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2019, down from 40 in Q2 2019.
  • Funds reported $32.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2019 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2019 was IMC Chicago, an estimated $3.7M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2019 was Stifel Financial, an estimated $690K sold.

Based on aggregated 13F filings for Q3 2019.