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Invesco Bloomberg MVP Multi-factor ETF
BMVP

33 hedge funds and large institutions have $22.5M invested in Invesco Bloomberg MVP Multi-factor ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 53.58% → 53.66% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

4% less capital invested

Capital invested by funds: $23.3M → $22.5M (-$876K)

8% less funds holding

Funds holding: 36 → 33 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$309K
2
FTUS
Flow Traders U.S.
New York
+$260K
3
Ameriprise
Ameriprise
Minnesota
+$259K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$197K
5
Goldman Sachs
Goldman Sachs
New York
+$166K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
2
HCIA
Hochman Cole Investment Advisors
Illinois
-$226K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$26.4K
4
CFGS
Concourse Financial Group Securities
Alabama
-$24.5K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.66M +$259K +6,354 +5%
IFWM
2
Institute for Wealth Management
Colorado
$2.9M -$5.14K -126 -0.2%
LPL Financial
3
LPL Financial
California
$1.99M -$8.32K -204 -0.4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M +$89K +2,184 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.82M +$118K +2,892 +7%
Goldman Sachs
6
Goldman Sachs
New York
$1.28M +$166K +4,068 +14%
UBS Group
7
UBS Group
Switzerland
$1.2M -$13.5K -330 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.06M +$150K +3,669 +16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$962K +$197K +4,836 +25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$569K -$26.4K -648 -4%
Wells Fargo
11
Wells Fargo
California
$530K -$122 -3 -0%
Bank of America
12
Bank of America
North Carolina
$472K +$13.6K +333 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$338K -$6.12K -150 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$299K +$309K +7,578 New
CAN
15
Cetera Advisor Networks
California
$252K +$32.4K +795 +14%
FTUS
16
Flow Traders U.S.
New York
$252K +$260K +6,366 New
MFW
17
Mosaic Family Wealth
Missouri
$233K – – –
NCM
18
Novare Capital Management
North Carolina
$218K – – –
Vontobel Holding
19
Vontobel Holding
Switzerland
$119K – – –
DI
20
Disciplined Investments
Oklahoma
$102K – – –
BAM
21
Bellevue Asset Management
Washington
$77K – – –
William Blair & Company
22
William Blair & Company
Illinois
$39K – – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$37K – – –
ME
24
McIlrath & Eck
Washington
$29K – – –
EVM
25
Eaton Vance Management
Massachusetts
$28K -$4.28K -105 -13%
1
2

BMVP Hedge Fund Activity: Q3 2021 in Review

33 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2021, worth a combined $22.5M — down 3.8% from $23.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $309K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.

  • 33 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2021, down from 36 in Q2 2021.
  • Funds reported $22.5M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 3 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2021 and 5 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2021 was HighTower Advisors, an estimated $309K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2021.