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Invesco Bloomberg MVP Multi-factor ETF

34 hedge funds and large institutions have $20.7M invested in Invesco Bloomberg MVP Multi-factor ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 3734 (-3)

20.66% less ownership

Funds ownership: 72.08%51.42% (-21%)

29% less capital invested

Capital invested by funds: $29.2M → $20.7M (-$8.55M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.64M +$77.7K +2,328 +2%
IFWM
2
Institute for Wealth Management
Colorado
$2.79M -$27.5K -825 -1%
LPL Financial
3
LPL Financial
California
$1.7M +$701 +21 +0%
Morgan Stanley
4
Morgan Stanley
New York
$1.5M -$459K -13,740 -24%
IMC Chicago
5
IMC Chicago
Illinois
$1.46M -$411K -12,315 -23%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.36M +$121K +3,615 +10%
UBS Group
7
UBS Group
Switzerland
$1.15M -$48.7K -1,458 -4%
Goldman Sachs
8
Goldman Sachs
New York
$1M -$4.01M -120,000 -81%
Citadel Advisors
9
Citadel Advisors
Florida
$929K -$1.02M -30,546 -54%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$537K -$2.3M -68,895 -82%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$535K -$306K -9,156 -38%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$520K -$2.38M -71,151 -83%
Wells Fargo
13
Wells Fargo
California
$473K -$1.5K -45 -0.3%
Bank of America
14
Bank of America
North Carolina
$421K -$93.7K -2,805 -19%
CFB
15
Cullen/Frost Bankers
Texas
$376K
Osaic Holdings
16
Osaic Holdings
Arizona
$353K -$24.9K -747 -7%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$258K
MFW
18
Mosaic Family Wealth
Missouri
$208K +$197K +5,898 New
William Blair & Company
19
William Blair & Company
Illinois
$109K
DI
20
Disciplined Investments
Oklahoma
$91K
BAM
21
Bellevue Asset Management
Washington
$83K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$33K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$33K +$15.1K +453 +94%
ME
24
McIlrath & Eck
Washington
$26K -$7.91K -237 -24%
SFS
25
Sowell Financial Services
Arkansas
$26K

BMVP Hedge Fund Activity: Q4 2020 in Review

34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2020, worth a combined $20.7M — down 29% from $29.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 4 added.

The largest buyer was Mosaic Family Wealth, opening a new position worth an estimated $197K. The largest seller was Goldman Sachs, cutting an estimated $4.01M.

  • 34 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2020, down from 37 in Q3 2020.
  • Funds reported $20.7M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2020, down 29% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2020 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2020 was Mosaic Family Wealth, an estimated $197K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2020 was Goldman Sachs, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2020.