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Invesco Bloomberg MVP Multi-factor ETF

36 hedge funds and large institutions have $179M invested in Invesco Bloomberg MVP Multi-factor ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more capital invested

Capital invested by funds: $19.6M → $179M (+$159M)

558.03% more ownership

Funds ownership: 41.59%599.63% (+558%)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

6% more funds holding

Funds holding: 3436 (+2)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
9
Closed
1
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$150M +$240M +8,737,416 New
Credit Agricole
2
Credit Agricole
France
$4.29M +$15.8M +576,384 New
Ameriprise
3
Ameriprise
Minnesota
$3.51M +$959K +34,905 +38%
Goldman Sachs
4
Goldman Sachs
New York
$3.2M +$198K +7,218 +7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M +$632K +22,992 +35%
CWM
6
Concert Wealth Management
California
$2.43M
Citadel Advisors
7
Citadel Advisors
Florida
$1.97M +$1.2M +43,755 +166%
Morgan Stanley
8
Morgan Stanley
New York
$1.7M -$53.7K -1,956 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.18M +$77.5K +2,820 +7%
LPL Financial
10
LPL Financial
California
$1.08M -$31.6K -1,152 -3%
MIAN
11
Mariner Independent Advisor Network
Kansas
$1.05M +$1.03M +37,392 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$998K -$82 -3 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$844K -$31.7K -1,155 -4%
Bank of America
14
Bank of America
North Carolina
$718K +$3.71K +135 +0.5%
UBS Group
15
UBS Group
Switzerland
$581K -$13.9K -507 -2%
Jane Street
16
Jane Street
New York
$491K -$31.6K -1,149 -6%
VKH
17
Virtu KCG Holdings
New York
$407K +$66.6K +2,424 +20%
RI
18
Ridgewood Investments
New Jersey
$246K +$82 +3 +0%
EAM
19
Evanson Asset Management
California
$227K
HCIA
20
Hochman Cole Investment Advisors
Illinois
$218K -$6.02K -219 -3%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$204K +$200K +7,296 New
JP Morgan Chase
22
JP Morgan Chase
New York
$201K -$107K -3,900 -35%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$157K +$2.88K +105 +2%
Wells Fargo
24
Wells Fargo
California
$125K +$8.16K +297 +7%
US Bancorp
25
US Bancorp
Minnesota
$125K +$73.3K +2,670 +148%

BMVP Hedge Fund Activity: Q1 2017 in Review

36 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2017, worth a combined $179M — up 814% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMVP positions and 1 closed out — a net gain of 3 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $240M. The largest seller was JP Morgan Chase, cutting an estimated $107K.

  • 36 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $179M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2017, up 814% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2017 and 1 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2017 was MML Investors Services, an estimated $240M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2017 was JP Morgan Chase, an estimated $107K sold.

Based on aggregated 13F filings for Q1 2017.