BMVP icon

Invesco Bloomberg MVP Multi-factor ETF
BMVP

Overview Fund Activity

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
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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$228K
2
RI
Ridgewood Investments
New Jersey
+$186K
3
UB
UMB Bank
Missouri
+$102K
4
Citadel Advisors
Citadel Advisors
Florida
+$49K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$48.9K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$392K
2
Bank of America
Bank of America
North Carolina
-$270K
3
Creative Planning
Creative Planning
Kansas
-$204K
4
UBS Group
UBS Group
Switzerland
-$55.6K
5
LPL Financial
LPL Financial
California
-$38.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$43.6K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$42K – – –
PMFA
28
Plante Moran Financial Advisors
Michigan
$39.6K +$39.6K +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 -$24.4K -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 +$10.6K +240 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$7.66K – – –
T
41
Tidemark
California
$6.47K -$28.9K -657 -82%
SIC
42
Salem Investment Counselors
North Carolina
$133 – – –
DFA
43
DHJJ Financial Advisors
Illinois
$133 – – –
Wells Fargo
44
Wells Fargo
California
$63 -$392K -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
1
2