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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

29 hedge funds and large institutions have $30M invested in Invesco Bloomberg MVP Multi-factor ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
7
Reduced
13
Closed
4
Calls
$1.42M
Puts
$1.51M
Net Calls
-$88K
Net Calls Change
-$442K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.9M
2
MCC
2
Mid Continent Capital
Illinois
$558K
3
U
3
UBS
Switzerland
$410K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.43M
5
Ameriprise
5
Ameriprise
Minnesota
$931K

Top Sellers

1
CA
1
Cumberland Advisors
Florida
$6.23M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
3
Wells Fargo
California
$266K
4
Bank of America
4
Bank of America
North Carolina
$78K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$230K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cumberland Advisors
Florida
$6.23M 102,823 -47,654 -32%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.9M 80,835 +79,585 +6,367%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.06M 67,000 – –
Morgan Stanley
4
Morgan Stanley
New York
$2.43M 40,135 +1,094 +3%
CWM
5
Concert Wealth Management
California
$1.75M 28,918 -665 -2%
AA
6
Ancora Advisors
Ohio
$1.6M 26,391 – –
AFG
7
American Financial Group
Ohio
$1.6M 26,391 – –
WI
8
WBI Investments
New Jersey
$1.08M 17,790 -85 -0.5%
NCM
9
Novare Capital Management
North Carolina
$1.06M 17,485 -50 -0.3%
LPL Financial
10
LPL Financial
California
$1.04M 16,633 -509 -3%
Ameriprise
11
Ameriprise
Minnesota
$931K 15,281 +1,072 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$703K 11,595 -904 -7%
MCC
13
Mid Continent Capital
Illinois
$558K 9,205 +4,810 +109%
U
14
UBS
Switzerland
$410K 6,764 +2,075 +44%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$352K 5,809 +62 +1%
PAG
16
Pinnacle Advisory Group
Maryland
$267K 5,810 – –
Wells Fargo
17
Wells Fargo
California
$266K 4,380 -3,844 -47%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$230K 3,800 -1,300 -25%
B
19
Baird
Wisconsin
$225K 3,712 -258 -6%
Bank of America
20
Bank of America
North Carolina
$78K 1,288 -2,281 -64%
NES
21
New England Securities
New York
$51K 840 – –
CEMP
22
Compass Efficient Model Portfolios
Tennessee
$46K 754 -35 -4%
US Bancorp
23
US Bancorp
Minnesota
$36K 601 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35K 578 +500 +641%
SNT
25
Security National Trust
West Virginia
$23K 375 -25 -6%
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