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Invesco Bloomberg MVP Multi-factor ETF

34 hedge funds and large institutions have $24.1M invested in Invesco Bloomberg MVP Multi-factor ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more funds holding

Funds holding: 3034 (+4)

7.29% less ownership

Funds ownership: 54.75%47.46% (-7.3%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

12% less capital invested

Capital invested by funds: $27.3M → $24.1M (-$3.22M)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.43M -$39.5K -1,266 -0.9%
Goldman Sachs
2
Goldman Sachs
New York
$4.21M +$186K +5,967 +5%
Jane Street
3
Jane Street
New York
$2.82M -$567K -18,180 -17%
IFWM
4
Institute for Wealth Management
Colorado
$2.78M -$8.43K -270 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.76M -$49.7K -1,593 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.28M +$4.78K +153 +0.4%
LPL Financial
7
LPL Financial
California
$1.26M +$164K +5,262 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.06M -$1.78K -57 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$780K +$254K +8,145 +50%
UBS Group
10
UBS Group
Switzerland
$615K -$70.8K -2,268 -10%
Bank of America
11
Bank of America
North Carolina
$552K +$17.5K +561 +3%
RI
12
Ridgewood Investments
New Jersey
$277K +$468 +15 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$261K -$4.2M -134,520 -94%
EAM
14
Evanson Asset Management
California
$258K
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$232K
JP Morgan Chase
16
JP Morgan Chase
New York
$228K
HCIA
17
Hochman Cole Investment Advisors
Illinois
$200K -$18.7K -600 -9%
MFW
18
Mosaic Family Wealth
Missouri
$187K +$184K +5,898 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$178K
Wells Fargo
20
Wells Fargo
California
$174K +$94 +3 +0.1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$151K
AG
22
Advisor Group
Arizona
$82K +$16.9K +543 +26%
ME
23
McIlrath & Eck
Washington
$80K +$78.7K +2,520 New
US Bancorp
24
US Bancorp
Minnesota
$57K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$43K

BMVP Hedge Fund Activity: Q4 2017 in Review

34 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2017, worth a combined $24.1M — down 12% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $254K. The largest seller was Susquehanna International Group, cutting an estimated $4.2M.

  • 34 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $24.1M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2017, down 12% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2017 and 3 closed out, a net change of +4 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $254K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2017 was Susquehanna International Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2017.