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Invesco Bloomberg MVP Multi-factor ETF
BMVP

40 hedge funds and large institutions have $18.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

14% more funds holding

Funds holding: 35 → 40 (+5)

2% less capital invested

Capital invested by funds: $18.5M → $18.2M (-$337K)

1.54% less ownership

Funds ownership: 59.87% → 58.33% (-1.5%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.41M
2
BWP
Balboa Wealth Partners
Arizona
+$434K
3
Morgan Stanley
Morgan Stanley
New York
+$152K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116K
5
LPL Financial
LPL Financial
California
+$71.3K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.72M
2
CAG
Csenge Advisory Group
Florida
-$634K
3
Bank of America
Bank of America
North Carolina
-$33.6K
4
Wells Fargo
Wells Fargo
California
-$19.6K
5
Goldman Sachs
Goldman Sachs
New York
-$17.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$26.4K +$26.9K +762 New
ME
27
McIlrath & Eck
Washington
$25.6K – – –
NSIM
28
North Star Investment Management
Illinois
$20.8K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$17.4K – – –
RA
30
Rise Advisors
New York
$13.2K +$106 +3 +0.8%
JFA
31
JNBA Financial Advisors
Minnesota
$11.3K – – –
ASN
32
Advisory Services Network
Georgia
$10.7K +$10.9K +309 New
MCC
33
Money Concepts Capital
Florida
$10.5K +$10.7K +303 New
CIAS
34
Capital Investment Advisory Services
North Carolina
$10.4K – – –
PTC
35
Private Trust Company
Ohio
$10K – – –
PA
36
PSI Advisors
Florida
$9.56K +$106 +3 +1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$7.28K – – –
GRP
38
Global Retirement Partners
California
$5.72K – – –
KM
39
Kalos Management
Georgia
$2.5K +$2.54K +72 New
SIC
40
Salem Investment Counselors
North Carolina
$104 – – –
CAG
41
Csenge Advisory Group
Florida
– -$634K -19,884 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
– -$14K -447 Closed
1
2

BMVP Hedge Fund Activity: Q4 2022 in Review

40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2022, worth a combined $18.2M — down 1.8% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.41M. The largest seller was Ameriprise, cutting an estimated $4.72M.

  • 40 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $18.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $2.41M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2022 was Ameriprise, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2022.