We are live on ! Find out more
BMVP icon

Invesco Bloomberg MVP Multi-factor ETF

36 hedge funds and large institutions have $23.3M invested in Invesco Bloomberg MVP Multi-factor ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

4.21% less ownership

Funds ownership: 57.79%53.58% (-4.2%)

6% less capital invested

Capital invested by funds: $24.7M → $23.3M (-$1.38M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.59M +$85K +2,103 +2%
IFWM
2
Institute for Wealth Management
Colorado
$2.99M -$15.2K -375 -0.5%
LPL Financial
3
LPL Financial
California
$2.06M +$11.4K +282 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.86M +$222K +5,496 +14%
Morgan Stanley
5
Morgan Stanley
New York
$1.76M +$8K +198 +0.5%
UBS Group
6
UBS Group
Switzerland
$1.25M -$32.3K -798 -3%
Goldman Sachs
7
Goldman Sachs
New York
$1.16M
Citadel Advisors
8
Citadel Advisors
Florida
$1.13M +$3.27K +81 +0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$948K -$92.4K -2,286 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$794K +$7.03K +174 +0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$612K -$1.7K -42 -0.3%
Wells Fargo
12
Wells Fargo
California
$547K +$3.88K +96 +0.7%
Bank of America
13
Bank of America
North Carolina
$473K +$12K +297 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$354K -$22.8K -564 -6%
BAIA
15
Bel Air Investment Advisors
California
$297K
MFW
16
Mosaic Family Wealth
Missouri
$240K
CAN
17
Cetera Advisor Networks
California
$227K +$226K +5,583 New
HCIA
18
Hochman Cole Investment Advisors
Illinois
$226K
NCM
19
Novare Capital Management
North Carolina
$224K
Vontobel Holding
20
Vontobel Holding
Switzerland
$122K +$121K +3,000 New
DI
21
Disciplined Investments
Oklahoma
$105K
BAM
22
Bellevue Asset Management
Washington
$78K -$10.3K -255 -12%
William Blair & Company
23
William Blair & Company
Illinois
$40K -$12.1K -300 -23%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$38K
EVM
25
Eaton Vance Management
Massachusetts
$33K -$10.9K -270 -25%

BMVP Hedge Fund Activity: Q2 2021 in Review

36 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2021, worth a combined $23.3M — down 5.6% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $226K. The largest seller was IMC Chicago, exiting entirely with an estimated $2.96M sold.

  • 36 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2021, down from 37 in Q1 2021.
  • Funds reported $23.3M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2021, down 5.6% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $226K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2021 was IMC Chicago, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2021.