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Invesco Bloomberg MVP Multi-factor ETF

35 hedge funds and large institutions have $18.5M invested in Invesco Bloomberg MVP Multi-factor ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 3135 (+4)

2.35% more ownership

Funds ownership: 57.53%59.87% (+2.3%)

3% more capital invested

Capital invested by funds: $17.9M → $18.5M (+$596K)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.12M +$297K +8,757 +6%
IFWM
2
Institute for Wealth Management
Colorado
$2.31M -$22.5K -663 -0.9%
LPL Financial
3
LPL Financial
California
$1.66M -$14.2K -417 -0.8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.58M +$3.56K +105 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M -$38.1K -1,122 -3%
Goldman Sachs
6
Goldman Sachs
New York
$1.3M +$50.9K +1,500 +4%
UBS Group
7
UBS Group
Switzerland
$1.18M +$407 +12 +0%
CAG
8
Csenge Advisory Group
Florida
$634K +$675K +19,884 New
Citadel Advisors
9
Citadel Advisors
Florida
$595K -$367K -10,806 -37%
Bank of America
10
Bank of America
North Carolina
$460K -$8.35K -246 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$414K +$1.02K +30 +0.2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$390K +$22.8K +672 +6%
Wells Fargo
13
Wells Fargo
California
$242K -$398K -11,727 -61%
HighTower Advisors
14
HighTower Advisors
Illinois
$228K
Osaic Holdings
15
Osaic Holdings
Arizona
$214K -$47.8K -1,407 -17%
CAN
16
Cetera Advisor Networks
California
$213K +$227K +6,672 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$212K
DI
18
Disciplined Investments
Oklahoma
$82K
BAM
19
Bellevue Asset Management
Washington
$63K
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K
William Blair & Company
21
William Blair & Company
Illinois
$32K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$30K
SSB
23
Sandy Spring Bank
Maryland
$26K
ME
24
McIlrath & Eck
Washington
$24K
NSIM
25
North Star Investment Management
Illinois
$19K

BMVP Hedge Fund Activity: Q3 2022 in Review

35 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2022, worth a combined $18.5M — up 3.3% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMVP positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $675K. The largest seller was Wells Fargo, cutting an estimated $398K.

  • 35 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $18.5M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2022, up 3.3% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2022 and 0 closed out, a net change of +4 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2022 was Csenge Advisory Group, an estimated $675K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2022 was Wells Fargo, an estimated $398K sold.

Based on aggregated 13F filings for Q3 2022.