We are live on ! Find out more
BMVP icon

Invesco Bloomberg MVP Multi-factor ETF
BMVP

35 hedge funds and large institutions have $24.6M invested in Invesco Bloomberg MVP Multi-factor ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $22.5M → $24.6M (+$2.13M)

6% more funds holding

Funds holding: 33 → 35 (+2)

1.75% more ownership

Funds ownership: 53.66% → 55.41% (+1.8%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$675K
2
MCM
MAI Capital Management
Ohio
+$242K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$181K
4
Goldman Sachs
Goldman Sachs
New York
+$152K
5
Bank of America
Bank of America
North Carolina
+$81.8K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$667K
2
Vontobel Holding
Vontobel Holding
Switzerland
-$119K
3
UBS Group
UBS Group
Switzerland
-$57K
4
BWA
BDO Wealth Advisors
Florida
-$18K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$6.08M +$63.9K +1,557 +1%
IFWM
2
Institute for Wealth Management
Colorado
$3.07M -$1.85K -45 -0.1%
LPL Financial
3
LPL Financial
California
$2.16M +$46.3K +1,128 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.06M +$51.2K +1,248 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M +$47.6K +1,161 +3%
Goldman Sachs
6
Goldman Sachs
New York
$1.52M +$152K +3,711 +11%
UBS Group
7
UBS Group
Switzerland
$1.21M -$57K -1,389 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.2M +$181K +4,422 +18%
Citadel Advisors
9
Citadel Advisors
Florida
$689K +$675K +16,443 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$589K -$12.9K -315 -2%
Bank of America
11
Bank of America
North Carolina
$584K +$81.8K +1,992 +17%
Wells Fargo
12
Wells Fargo
California
$562K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$448K -$667K -16,248 -60%
Osaic Holdings
14
Osaic Holdings
Arizona
$357K – – –
HighTower Advisors
15
HighTower Advisors
Illinois
$318K – – –
FTUS
16
Flow Traders U.S.
New York
$301K +$34.1K +831 +13%
CAN
17
Cetera Advisor Networks
California
$274K +$6.4K +156 +2%
MFW
18
Mosaic Family Wealth
Missouri
$247K – – –
MCM
19
MAI Capital Management
Ohio
$247K +$242K +5,901 New
NCM
20
Novare Capital Management
North Carolina
$231K – – –
DI
21
Disciplined Investments
Oklahoma
$108K – – –
BAM
22
Bellevue Asset Management
Washington
$80K – – –
MW
23
Milestone Wealth
New York
$44K +$43.3K +1,056 New
William Blair & Company
24
William Blair & Company
Illinois
$41K – – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$39K – – –
1
2

BMVP Hedge Fund Activity: Q4 2021 in Review

35 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2021, worth a combined $24.6M — up 9.5% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMVP positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $675K. The largest seller was Royal Bank of Canada, cutting an estimated $667K.

  • 35 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $24.6M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2021 was Citadel Advisors, an estimated $675K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $667K sold.

Based on aggregated 13F filings for Q4 2021.