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Invesco Bloomberg MVP Multi-factor ETF

34 hedge funds and large institutions have $30.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

23% more capital invested

Capital invested by funds: $24.6M → $30.4M (+$5.76M)

2.38% more ownership

Funds ownership: 55.41%57.8% (+2.4%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less funds holding

Funds holding: 3534 (-1)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.27M +$5.7K +150 +2%
Ameriprise
2
Ameriprise
Minnesota
$5.76M +$156K +4,101 +3%
IFWM
3
Institute for Wealth Management
Colorado
$2.81M
LPL Financial
4
LPL Financial
California
$2.3M +$323K +8,496 +16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.89M +$5.81K +153 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$1.76M -$44.9K -1,182 -3%
Goldman Sachs
7
Goldman Sachs
New York
$1.51M +$117K +3,081 +9%
UBS Group
8
UBS Group
Switzerland
$1.11M +$4.22K +111 +0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$906K +$273K +7,179 +44%
Wells Fargo
10
Wells Fargo
California
$742K +$225K +5,916 +44%
Bank of America
11
Bank of America
North Carolina
$707K +$170K +4,488 +32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$531K -$7.98K -210 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$360K -$50.4K -1,326 -12%
HighTower Advisors
14
HighTower Advisors
Illinois
$291K
CAN
15
Cetera Advisor Networks
California
$251K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$230K -$865K -22,761 -79%
MCM
17
MAI Capital Management
Ohio
$226K
NCM
18
Novare Capital Management
North Carolina
$211K
DI
19
Disciplined Investments
Oklahoma
$99K
BAM
20
Bellevue Asset Management
Washington
$74K
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$56K +$55.8K +1,470 New
MW
22
Milestone Wealth
New York
$44K
William Blair & Company
23
William Blair & Company
Illinois
$38K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$36K
ME
25
McIlrath & Eck
Washington
$28K

BMVP Hedge Fund Activity: Q1 2022 in Review

34 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2022, worth a combined $30.4M — up 23% from $24.6M a quarter earlier.

Fund positioning in BMVP was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $323K. The largest seller was Susquehanna International Group, cutting an estimated $865K.

  • 34 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2022, down from 35 in Q4 2021.
  • Funds reported $30.4M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2022, up 23% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2022 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2022 was LPL Financial, an estimated $323K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2022 was Susquehanna International Group, an estimated $865K sold.

Based on aggregated 13F filings for Q1 2022.