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Invesco Bloomberg MVP Multi-factor ETF

44 hedge funds and large institutions have $15.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

7% more funds holding

Funds holding: 4144 (+3)

0.04% less ownership

Funds ownership: 15.63%15.59% (-0.04%)

5% less capital invested

Capital invested by funds: $16M → $15.2M (-$736K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$43.6K
JP Morgan Chase
27
JP Morgan Chase
New York
$42K
PMFA
28
Plante Moran Financial Advisors
Michigan
$39.6K +$39.5K +900 New
SSB
29
Sandy Spring Bank
Maryland
$35.8K
FAM
30
Family Asset Management
South Carolina
$33K
ME
31
McIlrath & Eck
Washington
$32.5K
FFA
32
Frazier Financial Advisors
Ohio
$24.3K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$20.3K -$24.3K -555 -55%
RA
34
Rise Advisors
New York
$17.2K +$88 +2 +0.5%
GRP
35
Global Retirement Partners
California
$14.1K
WWP
36
WR Wealth Planners
Missouri
$13.7K
AA
37
Addison Advisors
Vermont
$13.2K
PA
38
PSI Advisors
Florida
$12.4K +$88 +2 +0.7%
SPIA
39
Steward Partners Investment Advisory
New York
$10.6K +$10.5K +240 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$7.66K
T
41
Tidemark
California
$6.47K -$28.8K -657 -82%
DFA
42
DHJJ Financial Advisors
Illinois
$133
SIC
43
Salem Investment Counselors
North Carolina
$133
Wells Fargo
44
Wells Fargo
California
$63 -$273K -6,216 -100%
Creative Planning
45
Creative Planning
Kansas
-$204K -4,491 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$9.55K -210 Closed

BMVP Hedge Fund Activity: Q2 2024 in Review

44 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2024, worth a combined $15.2M — down 4.6% from $16M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BMVP positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $227K. The largest seller was Wells Fargo, cutting an estimated $273K.

  • 44 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $15.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $227K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2024 was Wells Fargo, an estimated $273K sold.

Based on aggregated 13F filings for Q2 2024.