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Invesco Bloomberg MVP Multi-factor ETF

31 hedge funds and large institutions have $17.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 57.8%57.53% (-0.27%)

9% less funds holding

Funds holding: 3431 (-3)

41% less capital invested

Capital invested by funds: $30.4M → $17.9M (-$12.4M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.78M +$86.6K +2,499 +2%
IFWM
2
Institute for Wealth Management
Colorado
$2.3M
LPL Financial
3
LPL Financial
California
$1.65M -$261K -7,524 -13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.55M -$104 -3 -0%
Morgan Stanley
5
Morgan Stanley
New York
$1.37M -$90.7K -2,616 -6%
Goldman Sachs
6
Goldman Sachs
New York
$1.24M
UBS Group
7
UBS Group
Switzerland
$1.17M +$282K +8,133 +28%
Citadel Advisors
8
Citadel Advisors
Florida
$927K +$202K +5,832 +25%
Wells Fargo
9
Wells Fargo
California
$609K
Bank of America
10
Bank of America
North Carolina
$461K -$131K -3,780 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$407K -$31.8K -918 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$363K +$193K +5,562 +93%
Osaic Holdings
13
Osaic Holdings
Arizona
$256K -$20.3K -585 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$225K -$15K -432 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$209K -$94.6K -2,730 -29%
DI
16
Disciplined Investments
Oklahoma
$81K
BAM
17
Bellevue Asset Management
Washington
$61K
BCMLT
18
Beacon Capital Management LLC (Tennessee)
Tennessee
$56K
William Blair & Company
19
William Blair & Company
Illinois
$31K
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$29K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$26K +$20.8K +600 +286%
SSB
22
Sandy Spring Bank
Maryland
$26K +$28.2K +813 New
ME
23
McIlrath & Eck
Washington
$23K
NSIM
24
North Star Investment Management
Illinois
$19K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$16K -$2.39K -69 -12%

BMVP Hedge Fund Activity: Q2 2022 in Review

31 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2022, worth a combined $17.9M — down 41% from $30.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMVP and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was UBS Group, adding an estimated $282K. The largest seller was LPL Financial, cutting an estimated $261K.

  • 31 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2022, down from 34 in Q1 2022.
  • Funds reported $17.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2022, down 41% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2022 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2022 was UBS Group, an estimated $282K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2022 was LPL Financial, an estimated $261K sold.

Based on aggregated 13F filings for Q2 2022.