Invesco Bloomberg MVP Multi-factor ETF
BMVP
34 hedge funds and large institutions have $20.7M invested in Invesco Bloomberg MVP Multi-factor ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 5 closing their positions.
8% less funds holding
Funds holding: 37 → 34 (-3)
20.66% less ownership
Funds ownership: 72.08% → 51.42% (-21%)
29% less capital invested
Capital invested by funds: $29.2M → $20.7M (-$8.55M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
71% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFW
Mosaic Family Wealth
St. Louis,
Missouri
|
+$197K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$121K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$77.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 5 |
Morgan Stanley
New York
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $20K | – | – | – |
|
|
BWA
27
BDO Wealth Advisors
Jacksonville,
Florida
| $16K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | -$7.31K | -219 | -34% |
|
|
JFA
29
JNBA Financial Advisors
Bloomington,
Minnesota
| $13K | – | – | – |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $8K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
AWM
32
Avior Wealth Management
Omaha,
Nebraska
| $6K | +$5.81K | +174 | New |
|
|
TFS
33
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
JWCA
34
J.W. Cole Advisors
Tampa,
Florida
| – | -$431K | -13,803 | Closed |
|
|
CAN
35
Cetera Advisor Networks
El Segundo,
California
| – | -$251K | -8,049 | Closed |
|
36
Creative Planning
Overland Park,
Kansas
| – | -$229K | -7,332 | Closed |
|
37
US Bancorp
Minneapolis,
Minnesota
| – | -$56K | -1,803 | Closed |
|
|
FHA
38
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$6K | -195 | Closed |
|
BMVP Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2020, worth a combined $20.7M — down 29% from $29.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BMVP and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 4 added.
The largest buyer was Mosaic Family Wealth, opening a new position worth an estimated $197K. The largest seller was Goldman Sachs, cutting an estimated $4.01M.
- 34 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2020, down from 37 in Q3 2020.
- Funds reported $20.7M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2020, down 29% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2020 and 5 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2020 was Mosaic Family Wealth, an estimated $197K added.
- The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2020 was Goldman Sachs, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2020.