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Invesco Bloomberg MVP Multi-factor ETF

38 hedge funds and large institutions have $15.5M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $13.4M → $15.5M (+$2.13M)

1.21% more ownership

Funds ownership: 15.45%16.66% (+1.2%)

3% less funds holding

Funds holding: 3938 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$33K
FAM
27
Family Asset Management
South Carolina
$30.4K
ME
28
McIlrath & Eck
Washington
$29.9K
FFA
29
Frazier Financial Advisors
Ohio
$22.4K +$20.9K +552 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$18.7K -$340 -9 -2%
RA
31
Rise Advisors
New York
$15.7K +$151 +4 +1%
GRP
32
Global Retirement Partners
California
$12.9K
AA
33
Addison Advisors
Vermont
$12.2K
CIAS
34
Capital Investment Advisory Services
North Carolina
$12.2K
PA
35
PSI Advisors
Florida
$11.4K +$113 +3 +1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8.51K
DFA
37
DHJJ Financial Advisors
Illinois
$122
SIC
38
Salem Investment Counselors
North Carolina
$122
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
-$1.79M -48,574 Closed
HighTower Advisors
40
HighTower Advisors
Illinois
-$262K -7,146 Closed
ACA
41
Aptus Capital Advisors
Alabama
-$70K -1,903 Closed
NSIM
42
North Star Investment Management
Illinois
-$22.1K -600 Closed
WWP
43
WR Wealth Planners
Missouri
-$11.5K -312 Closed
PTC
44
Private Trust Company
Ohio
-$11K -300 Closed
BAAM
45
Baker Avenue Asset Management
California
-$3.31K -90 Closed

BMVP Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2023, worth a combined $15.5M — up 16% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BMVP and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.79M sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2023, down from 39 in Q3 2023.
  • Funds reported $15.5M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.72M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2023.