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Invesco Bloomberg MVP Multi-factor ETF
BMVP

37 hedge funds and large institutions have $24.7M invested in Invesco Bloomberg MVP Multi-factor ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $20.7M → $24.7M (+$4.03M)

9% more funds holding

Funds holding: 34 → 37 (+3)

6.36% more ownership

Funds ownership: 51.42% → 57.79% (+6.4%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$1.36M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$397K
3
HCIA
Hochman Cole Investment Advisors
Illinois
+$212K
4
NCM
Novare Capital Management
North Carolina
+$211K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$175K

Top Sellers

Rank Fund Capital Flow
1
CFB
Cullen/Frost Bankers
Texas
-$376K
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$258K
3
IFWM
Institute for Wealth Management
Colorado
-$196K
4
William Blair & Company
William Blair & Company
Illinois
-$69.2K
5
UBS Group
UBS Group
Switzerland
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$38K +$37.3K +975 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$36K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$29K -$6.78K -177 -19%
ME
29
McIlrath & Eck
Washington
$28K – – –
CFGS
30
Concourse Financial Group Securities
Alabama
$23K +$23K +600 New
BWA
31
BDO Wealth Advisors
Florida
$17K – – –
JFA
32
JNBA Financial Advisors
Minnesota
$14K – – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$9K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$8K -$7.93K -207 -50%
SPIA
35
Steward Partners Investment Advisory
New York
$6.36K – – –
TFS
36
TrustCore Financial Services
Tennessee
$2K – – –
CFB
37
Cullen/Frost Bankers
Texas
– -$376K -10,650 Closed
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
– -$258K -7,296 Closed
ASN
39
Advisory Services Network
Georgia
– -$20K -564 Closed
AWM
40
Avior Wealth Management
Nebraska
– -$6K -174 Closed
1
2

BMVP Hedge Fund Activity: Q1 2021 in Review

37 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2021, worth a combined $24.7M — up 19% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was IMC Chicago, adding an estimated $1.36M. The largest seller was Cullen/Frost Bankers, exiting entirely with an estimated $376K sold.

  • 37 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $24.7M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2021 was IMC Chicago, an estimated $1.36M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2021 was Cullen/Frost Bankers, an estimated $376K sold.

Based on aggregated 13F filings for Q1 2021.