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Invesco Bloomberg MVP Multi-factor ETF

44 hedge funds and large institutions have $16.1M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4344 (+1)

1.31% more ownership

Funds ownership: 14.56%15.86% (+1.3%)

5% more capital invested

Capital invested by funds: $15.4M → $16.1M (+$753K)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
26
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.9K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$57K +$244 +5 +0.4%
PMFA
28
Plante Moran Financial Advisors
Michigan
$50.5K +$8.63K +177 +20%
AG
29
AmeriFlex Group
Nevada
$47K +$47.1K +966 New
Wells Fargo
30
Wells Fargo
California
$44.4K -$49 -1 -0.1%
SSB
31
Sandy Spring Bank
Maryland
$38.1K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$37.8K +$16.8K +345 +75%
JP Morgan Chase
33
JP Morgan Chase
New York
$35.1K -$9.9K -203 -21%
SPIA
34
Steward Partners Investment Advisory
New York
$26.7K
FFA
35
Frazier Financial Advisors
Ohio
$25.9K
MWA
36
Medallion Wealth Advisors
Connecticut
$23.8K +$24.3K +498 New
RA
37
Rise Advisors
New York
$18.4K +$49 +1 +0.3%
GRP
38
Global Retirement Partners
California
$15K
WWP
39
WR Wealth Planners
Missouri
$14.6K
AA
40
Addison Advisors
Vermont
$14.1K
PA
41
PSI Advisors
Florida
$13.4K +$49 +1 +0.4%
T
42
Tidemark
California
$6.89K
DFA
43
DHJJ Financial Advisors
Illinois
$141
SIC
44
Salem Investment Counselors
North Carolina
$141
ME
45
McIlrath & Eck
Washington
-$35.6K -738 Closed
Bank of America
46
Bank of America
North Carolina
-$19.8K -411 Closed
CIAS
47
Capital Investment Advisory Services
North Carolina
-$8.4K -174 Closed
JIP
48
Jaffetilchin Investment Partners
Florida
-$3.77K -78 Closed

BMVP Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2024, worth a combined $16.1M — up 4.9% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BMVP positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $378K. The largest seller was Commonwealth Equity Services, cutting an estimated $39.2K.

  • 44 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $16.1M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2024 was Bank of Montreal, an estimated $378K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $39.2K sold.

Based on aggregated 13F filings for Q4 2024.