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Invesco Bloomberg MVP Multi-factor ETF

38 hedge funds and large institutions have $32.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $29.6M → $32.9M (+$3.33M)

8.74% more ownership

Funds ownership: 58.37%67.11% (+8.7%)

5% less funds holding

Funds holding: 4038 (-2)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.7M -$6.54K -204 -0.1%
Ameriprise
2
Ameriprise
Minnesota
$3.92M +$24.2K +753 +0.6%
IMC Chicago
3
IMC Chicago
Illinois
$3.65M +$3.7M +115,203 New
IFWM
4
Institute for Wealth Management
Colorado
$2.66M -$7.22K -225 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.63M +$1.06M +33,165 +66%
LPL Financial
6
LPL Financial
California
$2.45M +$278K +8,652 +13%
Morgan Stanley
7
Morgan Stanley
New York
$2.08M +$3.85K +120 +0.2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.85M +$35.1K +1,095 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.34M -$117K -3,645 -8%
CAN
10
Cetera Advisor Networks
California
$1.23M +$73K +2,277 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$1.06M -$37.9K -1,182 -3%
UBS Group
12
UBS Group
Switzerland
$1.06M -$6.16K -192 -0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$938K -$37.9K -1,182 -4%
Jane Street
14
Jane Street
New York
$736K +$404K +12,597 +118%
Wells Fargo
15
Wells Fargo
California
$556K -$26.8K -834 -5%
Bank of America
16
Bank of America
North Carolina
$520K -$40.4K -1,260 -7%
AG
17
Advisor Group
Arizona
$269K -$49.7K -1,548 -15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$233K -$159K -4,944 -40%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$231K
RI
20
Ridgewood Investments
New Jersey
$221K +$96 +3 +0%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$215K -$21.3K -663 -9%
William Blair & Company
22
William Blair & Company
Illinois
$67K
SFS
23
Sowell Financial Services
Arkansas
$62K +$62.6K +1,950 New
US Bancorp
24
US Bancorp
Minnesota
$57K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$36K -$577 -18 -2%

BMVP Hedge Fund Activity: Q3 2019 in Review

38 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2019, worth a combined $32.9M — up 11% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BMVP and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $3.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $690K sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2019, down from 40 in Q2 2019.
  • Funds reported $32.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2019 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2019 was IMC Chicago, an estimated $3.7M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2019 was Stifel Financial, an estimated $690K sold.

Based on aggregated 13F filings for Q3 2019.