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Invesco Bloomberg MVP Multi-factor ETF

36 hedge funds and large institutions have $25.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more capital invested

Capital invested by funds: $24.1M → $25.8M (+$1.65M)

6% more funds holding

Funds holding: 3436 (+2)

2.97% more ownership

Funds ownership: 47.46%50.43% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
1
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.34M +$116K +3,537 +3%
Ameriprise
2
Ameriprise
Minnesota
$4.29M -$162K -4,944 -4%
Jane Street
3
Jane Street
New York
$3.01M +$185K +5,667 +6%
IFWM
4
Institute for Wealth Management
Colorado
$2.74M -$99.1K -3,030 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.59M -$188K -5,742 -10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.46M +$174K +5,334 +13%
LPL Financial
7
LPL Financial
California
$1.25M -$21.6K -660 -2%
CFD
8
Creative Financial Designs
Indiana
$1.2M +$1.23M +37,476 +26,579%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.08M +$13.3K +408 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$754K -$28.4K -870 -4%
UBS Group
11
UBS Group
Switzerland
$656K +$38.8K +1,188 +6%
Bank of America
12
Bank of America
North Carolina
$540K -$14.6K -447 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$484K +$227K +6,948 +84%
Wells Fargo
14
Wells Fargo
California
$297K +$126K +3,855 +71%
EAM
15
Evanson Asset Management
California
$259K
RI
16
Ridgewood Investments
New Jersey
$256K -$22.4K -684 -8%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$233K
HCIA
18
Hochman Cole Investment Advisors
Illinois
$201K
MFW
19
Mosaic Family Wealth
Missouri
$188K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$178K
JP Morgan Chase
21
JP Morgan Chase
New York
$153K -$78.3K -2,394 -33%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$137K -$14.7K -450 -9%
PWAG
23
Polaris Wealth Advisory Group
California
$73K +$75.2K +2,301 New
AG
24
Advisor Group
Arizona
$67K -$15.9K -486 -19%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$58K +$15.3K +468 +35%

BMVP Hedge Fund Activity: Q1 2018 in Review

36 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2018, worth a combined $25.8M — up 6.8% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BMVP positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Creative Financial Designs, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $188K.

  • 36 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $25.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 3 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2018 was Creative Financial Designs, an estimated $1.23M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2018 was Morgan Stanley, an estimated $188K sold.

Based on aggregated 13F filings for Q1 2018.