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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

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
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.77M
2
LPL Financial
LPL Financial
California
$3.8M
3
BP
BBR Partners
New York
$397K
4
Cerity Partners
Cerity Partners
New York
$207K
5
RIL
Rothschild Investment LLC
Illinois
$122K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
IFWM
Institute for Wealth Management
Colorado
$2.48M
3
Citadel Advisors
Citadel Advisors
Florida
$216K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$22.4K +552 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$18.7K -$365 -9 -2%
RA
31
Rise Advisors
New York
$15.7K +$162 +4 +1%
GRP
32
Global Retirement Partners
California
$12.9K – – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$12.2K – – –
AA
34
Addison Advisors
Vermont
$12.2K – – –
PA
35
PSI Advisors
Florida
$11.4K +$121 +3 +1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$8.51K – – –
SIC
37
Salem Investment Counselors
North Carolina
$122 – – –
DFA
38
DHJJ Financial Advisors
Illinois
$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
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