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Invesco Bloomberg MVP Multi-factor ETF

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

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $15.2M → $15.4M (+$150K)

1.04% less ownership

Funds ownership: 15.59%14.56% (-1%)

2% less funds holding

Funds holding: 4443 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$15.2K +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 -$184K -3,998 -91%
RA
34
Rise Advisors
New York
$18.9K +$92 +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 +$92 +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 +$3.6K +78 New
DFA
42
DHJJ Financial Advisors
Illinois
$145
SIC
43
Salem Investment Counselors
North Carolina
$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

BMVP Hedge Fund Activity: Q3 2024 in Review

43 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2024, worth a combined $15.4M — up 0.99% from $15.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BMVP and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $208K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $756K sold.

  • 43 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $15.4M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2024, up 0.99% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2024 was Creative Planning, an estimated $208K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2024 was Susquehanna International Group, an estimated $756K sold.

Based on aggregated 13F filings for Q3 2024.