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Invesco Bloomberg MVP Multi-factor ETF

33 hedge funds and large institutions have $28.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $23.6M → $28.2M (+$4.54M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

2.04% more ownership

Funds ownership: 68.82%70.86% (+2%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less funds holding

Funds holding: 3433 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
8
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
$4.37M
IMC Chicago
2
IMC Chicago
Illinois
$4.04M +$1.81M +65,622 +92%
Ameriprise
3
Ameriprise
Minnesota
$3.55M +$692K +25,101 +26%
IFWM
4
Institute for Wealth Management
Colorado
$2.35M -$13.1K -474 -0.6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.2M +$132K +4,785 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.69M -$2.08M -75,492 -57%
Morgan Stanley
7
Morgan Stanley
New York
$1.67M -$634K -23,007 -29%
LPL Financial
8
LPL Financial
California
$1.61M -$145K -5,271 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.38M -$128K -4,632 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.05M -$129K -4,671 -12%
UBS Group
11
UBS Group
Switzerland
$1.02M +$175K +6,363 +23%
Wells Fargo
12
Wells Fargo
California
$775K -$83 -3 -0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$680K +$40.6K +1,473 +7%
Bank of America
14
Bank of America
North Carolina
$474K +$10.3K +375 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$304K +$14.4K +522 +5%
CAN
16
Cetera Advisor Networks
California
$301K -$115K -4,164 -29%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$215K +$201K +7,296 New
William Blair & Company
18
William Blair & Company
Illinois
$91K +$27.3K +990 +47%
DI
19
Disciplined Investments
Oklahoma
$76K
BAM
20
Bellevue Asset Management
Washington
$64K
US Bancorp
21
US Bancorp
Minnesota
$53K
PAG
22
Private Advisor Group
New Jersey
$34K +$32.2K +1,167 New
ME
23
McIlrath & Eck
Washington
$29K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$29K +$827 +30 +3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$28K

BMVP Hedge Fund Activity: Q2 2020 in Review

33 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2020, worth a combined $28.2M — up 19% from $23.6M a quarter earlier.

Fund positioning in BMVP was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was IMC Chicago, adding an estimated $1.81M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.

  • 33 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2020, down from 34 in Q1 2020.
  • Funds reported $28.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2020 was IMC Chicago, an estimated $1.81M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2020.