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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

43 hedge funds and large institutions have $15.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$217K
2
LPL Financial
LPL Financial
California
+$179K
3
Morgan Stanley
Morgan Stanley
New York
+$51.8K
4
Wells Fargo
Wells Fargo
California
+$45.8K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.2K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$756K
2
Citadel Advisors
Citadel Advisors
Florida
-$541K
3
Bank of America
Bank of America
North Carolina
-$193K
4
UBS Group
UBS Group
Switzerland
-$57.9K
5
IFWM
Institute for Wealth Management
Colorado
-$50K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
26
Plante Moran Financial Advisors
Michigan
$43.5K – – –
SSB
27
Sandy Spring Bank
Maryland
$39.3K – – –
FAM
28
Family Asset Management
South Carolina
$36.2K – – –
ME
29
McIlrath & Eck
Washington
$35.6K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$27.5K +$15.9K +330 +138%
FFA
31
Frazier Financial Advisors
Ohio
$26.7K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$22.3K – – –
Bank of America
33
Bank of America
North Carolina
$19.8K -$193K -3,998 -91%
RA
34
Rise Advisors
New York
$18.9K +$96 +2 +0.5%
GRP
35
Global Retirement Partners
California
$15.5K – – –
WWP
36
WR Wealth Planners
Missouri
$15.1K – – –
AA
37
Addison Advisors
Vermont
$14.5K – – –
PA
38
PSI Advisors
Florida
$13.7K +$96 +2 +0.7%
CIAS
39
Capital Investment Advisory Services
North Carolina
$8.4K – – –
T
40
Tidemark
California
$7.1K – – –
JIP
41
Jaffetilchin Investment Partners
Florida
$3.77K +$3.77K +78 New
SIC
42
Salem Investment Counselors
North Carolina
$145 – – –
DFA
43
DHJJ Financial Advisors
Illinois
$145 – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$756K -17,183 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$541K -12,287 Closed
William Blair & Company
46
William Blair & Company
Illinois
– -$43.6K -990 Closed
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