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Invesco Bloomberg MVP Multi-factor ETF

42 hedge funds and large institutions have $29.7M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

14% more funds holding

Funds holding: 3742 (+5)

7% more capital invested

Capital invested by funds: $27.8M → $29.7M (+$1.96M)

1.67% more ownership

Funds ownership: 57.24%58.91% (+1.7%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.77M
Ameriprise
2
Ameriprise
Minnesota
$3.83M -$1.74M -55,095 -32%
IFWM
3
Institute for Wealth Management
Colorado
$2.75M -$3.79K -120 -0.1%
LPL Financial
4
LPL Financial
California
$2.55M +$595K +18,867 +31%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.17M +$670K +21,222 +46%
Morgan Stanley
6
Morgan Stanley
New York
$2.13M -$166K -5,250 -7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.81M +$15.7K +498 +0.9%
SFS
8
Sowell Financial Services
Arkansas
$1.67M +$22.2K +705 +1%
UBS Group
9
UBS Group
Switzerland
$1.2M +$70K +2,217 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.02M +$473 +15 +0%
Stifel Financial
11
Stifel Financial
Missouri
$955K +$940K +29,802 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$773K +$473K +14,973 +165%
Wells Fargo
13
Wells Fargo
California
$626K +$52.2K +1,653 +9%
Bank of America
14
Bank of America
North Carolina
$568K -$30.1K -954 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$401K -$19.9K -630 -5%
AG
16
Advisor Group
Arizona
$328K +$147K +4,665 +84%
CAN
17
Cetera Advisor Networks
California
$326K +$319K +10,119 New
Jane Street
18
Jane Street
New York
$265K -$777K -24,615 -75%
RI
19
Ridgewood Investments
New Jersey
$234K -$23.4K -741 -9%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$234K
Citadel Advisors
21
Citadel Advisors
Florida
$205K -$29.1K -921 -13%
MM
22
Main Management
California
$195K +$701K +22,200 New
MFW
23
Mosaic Family Wealth
Missouri
$189K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$166K
JP Morgan Chase
25
JP Morgan Chase
New York
$60K -$80.8K -2,559 -58%

BMVP Hedge Fund Activity: Q1 2019 in Review

42 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2019, worth a combined $29.7M — up 7.1% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $940K. The largest seller was Ameriprise, cutting an estimated $1.74M.

  • 42 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2019, up from 37 in Q4 2018.
  • Funds reported $29.7M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2019 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2019 was Stifel Financial, an estimated $940K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2019 was Ameriprise, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2019.