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Invesco Bloomberg MVP Multi-factor ETF

41 hedge funds and large institutions have $14.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 4041 (+1)

8.8% less ownership

Funds ownership: 58.33%49.53% (-8.8%)

18% less capital invested

Capital invested by funds: $18.2M → $14.8M (-$3.34M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1
Institute for Wealth Management
Colorado
$2.63M -$32.5K -900 -1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.98M -$2.31M -63,936 -54%
LPL Financial
3
LPL Financial
California
$1.96M -$27.2K -753 -1%
Morgan Stanley
4
Morgan Stanley
New York
$1.69M -$29.6K -819 -2%
Goldman Sachs
5
Goldman Sachs
New York
$1.48M
UBS Group
6
UBS Group
Switzerland
$1.02M -$330K -9,138 -25%
Citadel Advisors
7
Citadel Advisors
Florida
$751K +$43.4K +1,200 +6%
Bank of America
8
Bank of America
North Carolina
$478K -$17.4K -483 -4%
HPIA
9
Hamilton Point Investment Advisors
North Carolina
$361K +$354K +9,792 New
HighTower Advisors
10
HighTower Advisors
Illinois
$263K
Osaic Holdings
11
Osaic Holdings
Arizona
$258K +$11.4K +315 +5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$250K -$315K -8,709 -56%
Wells Fargo
13
Wells Fargo
California
$245K -$14.2K -393 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$218K -$91.7K -2,538 -30%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$217K
CAN
16
Cetera Advisor Networks
California
$201K -$46.1K -1,275 -19%
RI
17
Ridgewood Investments
New Jersey
$159K +$156K +4,323 New
ACA
18
Aptus Capital Advisors
Alabama
$144K +$141K +3,900 New
DI
19
Disciplined Investments
Oklahoma
$94.9K
BAM
20
Bellevue Asset Management
Washington
$70.7K
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.1K
JP Morgan Chase
22
JP Morgan Chase
New York
$47.5K
William Blair & Company
23
William Blair & Company
Illinois
$36.5K
SSB
24
Sandy Spring Bank
Maryland
$29.9K
FAM
25
Family Asset Management
South Carolina
$27.6K +$27.1K +750 New

BMVP Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2023, worth a combined $14.8M — down 18% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BMVP positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Hamilton Point Investment Advisors, opening a new position worth an estimated $354K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.31M.

  • 41 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $14.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2023, down 18% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2023 was Hamilton Point Investment Advisors, an estimated $354K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2023.