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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

31 hedge funds and large institutions have $40.3M invested in Invesco Bloomberg MVP Multi-factor ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
11
Reduced
6
Closed
5
Calls
$879K
Puts
$95K
Net Calls
+$784K
Net Calls Change
-$573K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.78M
2
IPC
Independent Portfolio Consultants
Florida
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$825K
4
BCI
Brinker Capital Investments
Pennsylvania
+$785K
5
Bank of America
Bank of America
North Carolina
+$649K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$2.2M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.22M
3
B
Baird
Wisconsin
-$211K
4
Wells Fargo
Wells Fargo
California
-$71.4K
5
V
Veritable
Delaware
-$68K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cumberland Advisors
Florida
$8.73M +$547K +22,995 +7%
BCI
2
Brinker Capital Investments
Pennsylvania
$5.57M +$785K +33,000 +16%
Morgan Stanley
3
Morgan Stanley
New York
$3.79M +$825K +34,701 +28%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.78M +$2.78M +116,964 New
Bank of America
5
Bank of America
North Carolina
$2.5M +$649K +27,276 +35%
CWM
6
Concert Wealth Management
California
$2.02M -$10.8K -459 -0.5%
AFG
7
American Financial Group
Ohio
$1.88M – – –
AA
8
Ancora Advisors
Ohio
$1.88M – – –
NCM
9
Novare Capital Management
North Carolina
$1.52M +$133K +5,595 +10%
Ameriprise
10
Ameriprise
Minnesota
$1.43M +$368K +15,513 +35%
WI
11
WBI Investments
New Jersey
$1.2M -$65.9K -2,772 -5%
LPL Financial
12
LPL Financial
California
$1.19M +$46.4K +1,950 +4%
IPC
13
Independent Portfolio Consultants
Florida
$1.1M +$1.1M +46,380 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$792K +$286 +12 +0%
MCC
15
Mid Continent Capital
Illinois
$725K +$18.5K +780 +3%
U
16
UBS
Switzerland
$573K -$37.3K -1,569 -6%
PAG
17
Private Advisor Group
New Jersey
$509K -$33.4K -1,404 -6%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$452K +$15.6K +657 +4%
AP
19
Advisors Preferred
Maryland
$320K +$320K +13,443 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$271K – – –
PAG
21
Pinnacle Advisory Group
Maryland
$268K – – –
LW
22
Linscomb Wealth
Texas
$258K +$258K +10,854 New
Wells Fargo
23
Wells Fargo
California
$254K -$71.4K -3,003 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$89K – – –
NES
25
New England Securities
New York
$60K – – –
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