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Invesco Bloomberg MVP Multi-factor ETF

39 hedge funds and large institutions have $13.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

10% less capital invested

Capital invested by funds: $14.9M → $13.4M (-$1.54M)

34.8% less ownership

Funds ownership: 50.25%15.45% (-35%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
12
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
$2.61M -$11.4K -296 -0.4%
LPL Financial
2
LPL Financial
California
$2.05M +$48.6K +1,261 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.79M -$4.36K -113 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$1.75M -$167K -4,339 -8%
UBS Group
5
UBS Group
Switzerland
$851K -$196K -5,070 -18%
Bank of America
6
Bank of America
North Carolina
$475K +$5.4K +140 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$474K +$1.39K +36 +0.3%
Citadel Advisors
8
Citadel Advisors
Florida
$442K +$254K +6,594 +122%
HPIA
9
Hamilton Point Investment Advisors
North Carolina
$360K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$359K -$450K -11,664 -54%
Goldman Sachs
11
Goldman Sachs
New York
$312K -$1.19M -30,913 -78%
HighTower Advisors
12
HighTower Advisors
Illinois
$262K
Osaic Holdings
13
Osaic Holdings
Arizona
$237K -$14.3K -371 -5%
Wells Fargo
14
Wells Fargo
California
$222K -$9.22K -239 -4%
EAM
15
Evanson Asset Management
California
$221K +$232K +6,021 New
MFWP
16
Mosaic Family Wealth Partners
Missouri
$217K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$153K -$68.3K -1,770 -30%
CA
18
Clearstead Advisors
Ohio
$124K +$64.8K +1,680 +100%
BAM
19
Bellevue Asset Management
Washington
$70.6K
ACA
20
Aptus Capital Advisors
Alabama
$70K -$77.2K -2,000 -51%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.9K -$37.8K -980 -67%
JP Morgan Chase
22
JP Morgan Chase
New York
$47.5K
William Blair & Company
23
William Blair & Company
Illinois
$36.4K
SSB
24
Sandy Spring Bank
Maryland
$29.9K
FAM
25
Family Asset Management
South Carolina
$27.6K

BMVP Hedge Fund Activity: Q3 2023 in Review

39 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2023, worth a combined $13.4M — down 10% from $14.9M a quarter earlier.

Fund positioning in BMVP was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $254K. The largest seller was Goldman Sachs, cutting an estimated $1.19M.

  • 39 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $13.4M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 3 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2023 was Citadel Advisors, an estimated $254K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2023 was Goldman Sachs, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2023.