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Invesco Bloomberg MVP Multi-factor ETF

39 hedge funds and large institutions have $14.9M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% more ownership

Funds ownership: 49.53%50.25% (+0.72%)

1% more capital invested

Capital invested by funds: $14.8M → $14.9M (+$89K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5% less funds holding

Funds holding: 4139 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1
Institute for Wealth Management
Colorado
$2.76M -$3.87K -105 -0.1%
LPL Financial
2
LPL Financial
California
$2.1M +$37.7K +1,023 +2%
Morgan Stanley
3
Morgan Stanley
New York
$2.01M +$224K +6,084 +13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.89M -$187K -5,073 -9%
UBS Group
5
UBS Group
Switzerland
$1.09M +$21.6K +585 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$829K +$539K +14,619 +215%
Goldman Sachs
7
Goldman Sachs
New York
$508K -$34.2K -927 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$498K +$553 +15 +0.1%
Bank of America
9
Bank of America
North Carolina
$494K -$7.63K -207 -2%
HPIA
10
Hamilton Point Investment Advisors
North Carolina
$379K
HighTower Advisors
11
HighTower Advisors
Illinois
$277K
Osaic Holdings
12
Osaic Holdings
Arizona
$264K -$7.63K -207 -3%
Wells Fargo
13
Wells Fargo
California
$243K -$14.2K -384 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$229K
MFWP
15
Mosaic Family Wealth Partners
Missouri
$228K
Citadel Advisors
16
Citadel Advisors
Florida
$209K -$553K -14,988 -73%
RI
17
Ridgewood Investments
New Jersey
$167K +$111 +3 +0.1%
ACA
18
Aptus Capital Advisors
Alabama
$151K +$111 +3 +0.1%
DI
19
Disciplined Investments
Oklahoma
$99.8K
BAM
20
Bellevue Asset Management
Washington
$74.3K
CA
21
Clearstead Advisors
Ohio
$65K +$62K +1,680 New
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.9K
JP Morgan Chase
23
JP Morgan Chase
New York
$49.9K
William Blair & Company
24
William Blair & Company
Illinois
$38.3K
SSB
25
Sandy Spring Bank
Maryland
$31.5K

BMVP Hedge Fund Activity: Q2 2023 in Review

39 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2023, worth a combined $14.9M — up 0.6% from $14.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BMVP and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $539K. The largest seller was Citadel Advisors, cutting an estimated $553K.

  • 39 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2023, down from 41 in Q1 2023.
  • Funds reported $14.9M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2023, up 0.6% quarter-over-quarter.
  • 1 fund opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $539K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2023 was Citadel Advisors, an estimated $553K sold.

Based on aggregated 13F filings for Q2 2023.