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Invesco Bloomberg MVP Multi-factor ETF
BMVP

39 hedge funds and large institutions have $13.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

10% less capital invested

Capital invested by funds: $14.9M → $13.4M (-$1.54M)

34.8% less ownership

Funds ownership: 50.25% → 15.45% (-35%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$254K
2
EAM
Evanson Asset Management
California
+$232K
3
CA
Clearstead Advisors
Ohio
+$64.8K
4
LPL Financial
LPL Financial
California
+$48.6K
5
Bank of America
Bank of America
North Carolina
+$5.4K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$450K
3
UBS Group
UBS Group
Switzerland
-$196K
4
RI
Ridgewood Investments
New Jersey
-$167K
5
Morgan Stanley
Morgan Stanley
New York
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
26
McIlrath & Eck
Washington
$27.1K – – –
NSIM
27
North Star Investment Management
Illinois
$22.1K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$17.3K -$1.16K -30 -6%
RA
29
Rise Advisors
New York
$14.1K +$77 +2 +0.5%
GRP
30
Global Retirement Partners
California
$11.7K – – –
WWP
31
WR Wealth Planners
Missouri
$11.5K – – –
AA
32
Addison Advisors
Vermont
$11K – – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$11K – – –
PTC
34
Private Trust Company
Ohio
$11K – – –
PA
35
PSI Advisors
Florida
$10.2K +$77 +2 +0.7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$7.72K – – –
BAAM
37
Baker Avenue Asset Management
California
$3.31K +$3.47K +90 New
SIC
38
Salem Investment Counselors
North Carolina
$111 – – –
DFA
39
DHJJ Financial Advisors
Illinois
$111 +$116 +3 New
RI
40
Ridgewood Investments
New Jersey
– -$167K -4,326 Closed
DI
41
Disciplined Investments
Oklahoma
– -$99.8K -2,577 Closed
KM
42
Kalos Management
Georgia
– -$2.79K -72 Closed
1
2

BMVP Hedge Fund Activity: Q3 2023 in Review

39 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2023, worth a combined $13.4M — down 10% from $14.9M a quarter earlier.

Fund positioning in BMVP was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $254K. The largest seller was Goldman Sachs, cutting an estimated $1.19M.

  • 39 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $13.4M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 3 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2023 was Citadel Advisors, an estimated $254K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2023 was Goldman Sachs, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2023.