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Invesco Bloomberg MVP Multi-factor ETF

32 hedge funds and large institutions have $26.3M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

2% more capital invested

Capital invested by funds: $25.8M → $26.3M (+$515K)

1.52% less ownership

Funds ownership: 50.43%48.91% (-1.5%)

11% less funds holding

Funds holding: 3632 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.84M +$320K +9,600 +7%
Goldman Sachs
2
Goldman Sachs
New York
$4.59M +$9.59K +288 +0.2%
Jane Street
3
Jane Street
New York
$4.48M +$1.29M +38,877 +41%
Morgan Stanley
4
Morgan Stanley
New York
$1.74M +$64.7K +1,944 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.57M +$30.1K +903 +2%
LPL Financial
6
LPL Financial
California
$1.5M +$186K +5,589 +14%
CFD
7
Creative Financial Designs
Indiana
$1.3M +$32.5K +975 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.13M -$6.99K -210 -0.6%
UBS Group
9
UBS Group
Switzerland
$1.12M +$429K +12,891 +63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$764K -$30.7K -921 -4%
Bank of America
11
Bank of America
North Carolina
$627K +$57.3K +1,722 +10%
Wells Fargo
12
Wells Fargo
California
$491K +$176K +5,292 +57%
RI
13
Ridgewood Investments
New Jersey
$270K +$200 +6 +0.1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$255K -$253K -7,596 -50%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$245K
HCIA
16
Hochman Cole Investment Advisors
Illinois
$212K
MFW
17
Mosaic Family Wealth
Missouri
$198K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$188K
JP Morgan Chase
19
JP Morgan Chase
New York
$148K -$12.3K -369 -8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$137K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$109K +$103K +3,081 +1,741%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$90K +$28.5K +855 +47%
AG
23
Advisor Group
Arizona
$71K
US Bancorp
24
US Bancorp
Minnesota
$61K
ME
25
McIlrath & Eck
Washington
$56K

BMVP Hedge Fund Activity: Q2 2018 in Review

32 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2018, worth a combined $26.3M — up 2% from $25.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $1.29M. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $2.74M sold.

  • 32 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2018, down from 36 in Q1 2018.
  • Funds reported $26.3M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2018, up 2% quarter-over-quarter.
  • 1 fund opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2018 and 5 closed out, a net change of -4 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2018 was Jane Street, an estimated $1.29M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2018 was Institute for Wealth Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.