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Invesco Bloomberg MVP Multi-factor ETF

37 hedge funds and large institutions have $27.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12.79% more ownership

Funds ownership: 44.45%57.24% (+13%)

7% more capital invested

Capital invested by funds: $25.9M → $27.8M (+$1.83M)

6% more funds holding

Funds holding: 3537 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.12M +$587K +18,354 +12%
Goldman Sachs
2
Goldman Sachs
New York
$4.36M -$264K -8,247 -5%
IFWM
3
Institute for Wealth Management
Colorado
$2.52M +$2.75M +85,998 New
Morgan Stanley
4
Morgan Stanley
New York
$2.1M +$248K +7,773 +12%
LPL Financial
5
LPL Financial
California
$1.78M +$223K +6,963 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.64M +$118K +3,681 +7%
SFS
7
Sowell Financial Services
Arkansas
$1.5M +$1.64M +51,219 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.36M +$743K +23,238 +100%
CFD
9
Creative Financial Designs
Indiana
$1.11M -$203K -6,342 -14%
UBS Group
10
UBS Group
Switzerland
$1.03M +$101K +3,147 +10%
Jane Street
11
Jane Street
New York
$965K +$1.05M +32,886 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$933K -$66K -2,064 -6%
Bank of America
13
Bank of America
North Carolina
$547K -$79K -2,472 -12%
Wells Fargo
14
Wells Fargo
California
$524K +$72.4K +2,265 +15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$385K +$420K +13,128 New
RI
16
Ridgewood Investments
New Jersey
$284K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$267K -$115K -3,603 -28%
Citadel Advisors
18
Citadel Advisors
Florida
$215K +$234K +7,311 New
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$214K
MFW
20
Mosaic Family Wealth
Missouri
$173K
AG
21
Advisor Group
Arizona
$163K -$4.41K -138 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$152K
JP Morgan Chase
23
JP Morgan Chase
New York
$130K
US Bancorp
24
US Bancorp
Minnesota
$53K
ME
25
McIlrath & Eck
Washington
$52K +$2.97K +93 +6%

BMVP Hedge Fund Activity: Q4 2018 in Review

37 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2018, worth a combined $27.8M — up 7% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BMVP positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $2.75M. The largest seller was Goldman Sachs, cutting an estimated $264K.

  • 37 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2018, up from 35 in Q3 2018.
  • Funds reported $27.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2018, up 7% quarter-over-quarter.
  • 8 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2018 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2018 was Institute for Wealth Management, an estimated $2.75M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2018 was Goldman Sachs, an estimated $264K sold.

Based on aggregated 13F filings for Q4 2018.