We are live on ! Find out more
BMVP icon

Invesco Bloomberg MVP Multi-factor ETF

40 hedge funds and large institutions have $18.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

14% more funds holding

Funds holding: 3540 (+5)

2% less capital invested

Capital invested by funds: $18.5M → $18.2M (-$337K)

1.54% less ownership

Funds ownership: 59.87%58.33% (-1.5%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.08M +$2.41M +68,265 +138%
IFWM
2
Institute for Wealth Management
Colorado
$2.5M -$13.1K -372 -0.5%
LPL Financial
3
LPL Financial
California
$1.87M +$71.3K +2,022 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.61M +$152K +4,296 +10%
Goldman Sachs
5
Goldman Sachs
New York
$1.4M -$17.5K -495 -1%
UBS Group
6
UBS Group
Switzerland
$1.27M -$12.7K -360 -1%
Ameriprise
7
Ameriprise
Minnesota
$923K -$4.72M -133,938 -83%
Citadel Advisors
8
Citadel Advisors
Florida
$665K +$19.5K +552 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$537K +$116K +3,279 +27%
Bank of America
10
Bank of America
North Carolina
$466K -$33.6K -954 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$447K -$2.33K -66 -0.5%
BWP
12
Balboa Wealth Partners
Arizona
$426K +$434K +12,300 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$294K +$64.6K +1,833 +28%
HighTower Advisors
14
HighTower Advisors
Illinois
$248K
Wells Fargo
15
Wells Fargo
California
$244K -$19.6K -555 -7%
CAN
16
Cetera Advisor Networks
California
$234K +$2.65K +75 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$232K +$106 +3 +0%
MFWP
18
Mosaic Family Wealth Partners
Missouri
$204K +$208K +5,898 New
DI
19
Disciplined Investments
Oklahoma
$89.3K
BAM
20
Bellevue Asset Management
Washington
$66.4K
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.9K
JP Morgan Chase
22
JP Morgan Chase
New York
$45K +$45.5K +1,290 New
William Blair & Company
23
William Blair & Company
Illinois
$34.3K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$32K
SSB
25
Sandy Spring Bank
Maryland
$28.2K

BMVP Hedge Fund Activity: Q4 2022 in Review

40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2022, worth a combined $18.2M — down 1.8% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMVP positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.41M. The largest seller was Ameriprise, cutting an estimated $4.72M.

  • 40 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $18.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 7 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $2.41M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2022 was Ameriprise, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2022.