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Invesco Bloomberg MVP Multi-factor ETF

34 hedge funds and large institutions have $23.6M invested in Invesco Bloomberg MVP Multi-factor ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.61% more ownership

Funds ownership: 60.21%68.82% (+8.6%)

11% less funds holding

Funds holding: 3834 (-4)

18% less capital invested

Capital invested by funds: $28.8M → $23.6M (-$5.18M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
10
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
$3.64M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.26M +$2.72M +89,187 +204%
Ameriprise
3
Ameriprise
Minnesota
$2.35M -$1.2M -39,198 -29%
IFWM
4
Institute for Wealth Management
Colorado
$1.97M -$116K -3,810 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.95M +$92.5K +3,033 +4%
IMC Chicago
6
IMC Chicago
Illinois
$1.76M +$2.19M +71,676 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.71M +$1.06M +34,896 +100%
LPL Financial
8
LPL Financial
California
$1.47M -$371K -12,168 -17%
Citadel Advisors
9
Citadel Advisors
Florida
$1.26M +$471K +15,438 +43%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$992K -$552K -18,099 -31%
UBS Group
11
UBS Group
Switzerland
$693K -$140K -4,593 -14%
Wells Fargo
12
Wells Fargo
California
$645K -$209K -6,843 -21%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$530K -$139K -4,545 -17%
Bank of America
14
Bank of America
North Carolina
$385K -$22.9K -750 -5%
CAN
15
Cetera Advisor Networks
California
$353K -$108K -3,543 -20%
Osaic Holdings
16
Osaic Holdings
Arizona
$242K +$298K +9,783 New
DI
17
Disciplined Investments
Oklahoma
$63K
BAM
18
Bellevue Asset Management
Washington
$59K
William Blair & Company
19
William Blair & Company
Illinois
$52K
SC
20
Stratford Consulting
Texas
$50K -$36.9K -1,209 -37%
US Bancorp
21
US Bancorp
Minnesota
$44K
ME
22
McIlrath & Eck
Washington
$24K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$24K +$16.6K +543 +127%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$23K +$9.33K +306 +48%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$22K

BMVP Hedge Fund Activity: Q1 2020 in Review

34 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2020, worth a combined $23.6M — down 18% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BMVP and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.72M. The largest seller was Ameriprise, cutting an estimated $1.2M.

  • 34 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2020, down from 38 in Q4 2019.
  • Funds reported $23.6M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2020, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $2.72M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2020 was Ameriprise, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2020.