We are live on ! Find out more
BMVP icon

Invesco Bloomberg MVP Multi-factor ETF

37 hedge funds and large institutions have $24.7M invested in Invesco Bloomberg MVP Multi-factor ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $20.7M → $24.7M (+$4.03M)

9% more funds holding

Funds holding: 3437 (+3)

6.36% more ownership

Funds ownership: 51.42%57.79% (+6.4%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.21M +$142K +3,705 +3%
IMC Chicago
2
IMC Chicago
Illinois
$2.96M +$1.36M +35,505 +86%
IFWM
3
Institute for Wealth Management
Colorado
$2.84M -$196K -5,118 -6%
LPL Financial
4
LPL Financial
California
$1.94M +$82.2K +2,145 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.66M +$19.4K +507 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.55M +$61.4K +1,602 +4%
UBS Group
7
UBS Group
Switzerland
$1.21M -$41K -1,071 -3%
Goldman Sachs
8
Goldman Sachs
New York
$1.1M
Citadel Advisors
9
Citadel Advisors
Florida
$1.07M +$55.6K +1,452 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$986K +$397K +10,365 +68%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$745K +$175K +4,578 +31%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$581K -$3.22K -84 -0.6%
Wells Fargo
13
Wells Fargo
California
$514K -$2.99K -78 -0.6%
Bank of America
14
Bank of America
North Carolina
$436K -$22.4K -585 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$358K -$28.8K -753 -8%
BAIA
16
Bel Air Investment Advisors
California
$281K +$279K +7,296 New
MFW
17
Mosaic Family Wealth
Missouri
$227K
HCIA
18
Hochman Cole Investment Advisors
Illinois
$214K +$212K +5,547 New
NCM
19
Novare Capital Management
North Carolina
$212K +$211K +5,505 New
DI
20
Disciplined Investments
Oklahoma
$99K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$85K +$84.8K +2,214 New
BAM
22
Bellevue Asset Management
Washington
$83K
SFS
23
Sowell Financial Services
Arkansas
$57K +$25.6K +669 +89%
William Blair & Company
24
William Blair & Company
Illinois
$50K -$69.2K -1,806 -58%
EVM
25
Eaton Vance Management
Massachusetts
$42K +$41.4K +1,080 New

BMVP Hedge Fund Activity: Q1 2021 in Review

37 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2021, worth a combined $24.7M — up 19% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was IMC Chicago, adding an estimated $1.36M. The largest seller was Cullen/Frost Bankers, exiting entirely with an estimated $376K sold.

  • 37 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $24.7M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2021 was IMC Chicago, an estimated $1.36M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2021 was Cullen/Frost Bankers, an estimated $376K sold.

Based on aggregated 13F filings for Q1 2021.