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Invesco Bloomberg MVP Multi-factor ETF

35 hedge funds and large institutions have $25.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3235 (+3)

1% less capital invested

Capital invested by funds: $26.3M → $25.9M (-$349K)

4.46% less ownership

Funds ownership: 48.91%44.45% (-4.5%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.55M +$708K +20,394 +15%
Ameriprise
2
Ameriprise
Minnesota
$5.52M +$408K +11,736 +8%
Morgan Stanley
3
Morgan Stanley
New York
$2.26M +$417K +12,009 +23%
LPL Financial
4
LPL Financial
California
$1.9M +$310K +8,928 +20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.84M +$189K +5,454 +12%
CFD
6
Creative Financial Designs
Indiana
$1.56M +$192K +5,526 +14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.2M +$10.5K +303 +0.9%
UBS Group
8
UBS Group
Switzerland
$1.13M -$51.8K -1,491 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$820K +$14.6K +420 +2%
Bank of America
10
Bank of America
North Carolina
$748K +$85.3K +2,457 +13%
Wells Fargo
11
Wells Fargo
California
$552K +$34.1K +981 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$450K +$178K +5,121 +68%
RI
13
Ridgewood Investments
New Jersey
$284K +$104 +3 +0%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$258K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$243K +$238K +6,849 New
HCIA
16
Hochman Cole Investment Advisors
Illinois
$223K
NCM
17
Novare Capital Management
North Carolina
$205K +$202K +5,805 New
AG
18
Advisor Group
Arizona
$201K +$124K +3,567 +169%
MFW
19
Mosaic Family Wealth
Missouri
$192K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$184K +$30.5K +879 +20%
JP Morgan Chase
21
JP Morgan Chase
New York
$156K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$81K -$33.5K -963 -30%
PWAG
23
Polaris Wealth Advisory Group
California
$81K +$79.9K +2,301 New
US Bancorp
24
US Bancorp
Minnesota
$64K
ME
25
McIlrath & Eck
Washington
$59K

BMVP Hedge Fund Activity: Q3 2018 in Review

35 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2018, worth a combined $25.9M — down 1.3% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $708K. The largest seller was Jane Street, exiting entirely with an estimated $4.48M sold.

  • 35 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2018, up from 32 in Q2 2018.
  • Funds reported $25.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2018, down 1.3% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2018 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2018 was Goldman Sachs, an estimated $708K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2018 was Jane Street, an estimated $4.48M sold.

Based on aggregated 13F filings for Q3 2018.