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Invesco Bloomberg MVP Multi-factor ETF

38 hedge funds and large institutions have $28.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6.9% less ownership

Funds ownership: 67.11%60.21% (-6.9%)

12% less capital invested

Capital invested by funds: $32.9M → $28.8M (-$4.09M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.89M
Ameriprise
2
Ameriprise
Minnesota
$4.47M +$351K +10,914 +9%
IFWM
3
Institute for Wealth Management
Colorado
$2.77M -$5.21K -162 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$2.52M +$343K +10,668 +16%
LPL Financial
5
LPL Financial
California
$2.37M -$176K -5,472 -7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.93M -$1.16K -36 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.44M -$1.27M -39,426 -47%
Citadel Advisors
8
Citadel Advisors
Florida
$1.19M +$86.1K +2,676 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.16M -$241K -7,479 -18%
Wells Fargo
10
Wells Fargo
California
$1.09M +$500K +15,555 +88%
UBS Group
11
UBS Group
Switzerland
$1.08M -$21.9K -681 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$863K -$112K -3,468 -12%
CAN
13
Cetera Advisor Networks
California
$592K -$673K -20,919 -54%
Bank of America
14
Bank of America
North Carolina
$543K +$1.06K +33 +0.2%
Jane Street
15
Jane Street
New York
$488K -$273K -8,481 -36%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$241K
RI
17
Ridgewood Investments
New Jersey
$231K +$97 +3 +0%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$223K -$1.25K -39 -0.6%
AG
19
Advisor Group
Arizona
$114K -$162K -5,028 -59%
SC
20
Stratford Consulting
Texas
$108K +$105K +3,267 New
DI
21
Disciplined Investments
Oklahoma
$85K +$82.9K +2,577 New
BAM
22
Bellevue Asset Management
Washington
$72K +$70K +2,175 New
William Blair & Company
23
William Blair & Company
Illinois
$69K
US Bancorp
24
US Bancorp
Minnesota
$59K
ME
25
McIlrath & Eck
Washington
$32K

BMVP Hedge Fund Activity: Q4 2019 in Review

38 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2019, worth a combined $28.8M — down 12% from $32.9M a quarter earlier.

Fund positioning in BMVP was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $500K. The largest seller was IMC Chicago, exiting entirely with an estimated $3.65M sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $28.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2019, down 12% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2019 was Wells Fargo, an estimated $500K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2019 was IMC Chicago, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2019.