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Invesco Bloomberg MVP Multi-factor ETF
BMVP

38 hedge funds and large institutions have $28.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6.9% less ownership

Funds ownership: 67.11% → 60.21% (-6.9%)

12% less capital invested

Capital invested by funds: $32.9M → $28.8M (-$4.09M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$500K
2
Ameriprise
Ameriprise
Minnesota
+$351K
3
Morgan Stanley
Morgan Stanley
New York
+$343K
4
SC
Stratford Consulting
Texas
+$105K
5
Citadel Advisors
Citadel Advisors
Florida
+$86.1K

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$3.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.27M
3
CAN
Cetera Advisor Networks
California
-$673K
4
Jane Street
Jane Street
New York
-$273K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$29K -$7.91K -246 -22%
SFS
27
Sowell Financial Services
Arkansas
$25K -$38.6K -1,200 -62%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$21K – – –
ASN
29
Advisory Services Network
Georgia
$18K +$97 +3 +0.5%
PA
30
PSI Advisors
Florida
$15K +$14.9K +462 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$14K +$12K +372 +689%
JFA
32
JNBA Financial Advisors
Minnesota
$12K – – –
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$9K +$9.65K +300 New
SPIA
34
Steward Partners Investment Advisory
New York
$8K +$1.45K +45 +21%
FHA
35
Flagship Harbor Advisors
Massachusetts
$6K – – –
LWM
36
Lenox Wealth Management
Ohio
$3K – – –
TFS
37
TrustCore Financial Services
Tennessee
$2K – – –
IMC Chicago
38
IMC Chicago
Illinois
– -$3.65M -115,203 Closed
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– -$233K -7,371 Closed
AA
40
Advisory Alpha
Michigan
– -$19.5K -630 Closed
CAN
41
Claraphi Advisory Network
United States
– -$7K -225 Closed
CIAS
42
Capital Investment Advisory Services
North Carolina
– -$4K -120 Closed
1
2

BMVP Hedge Fund Activity: Q4 2019 in Review

38 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2019, worth a combined $28.8M — down 12% from $32.9M a quarter earlier.

Fund positioning in BMVP was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $500K. The largest seller was IMC Chicago, exiting entirely with an estimated $3.65M sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $28.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2019, down 12% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2019 was Wells Fargo, an estimated $500K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2019 was IMC Chicago, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2019.