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Invesco Bloomberg MVP Multi-factor ETF

38 hedge funds and large institutions have $15.5M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $13.4M → $15.5M (+$2.13M)

1.21% more ownership

Funds ownership: 15.45%16.66% (+1.2%)

3% less funds holding

Funds holding: 3938 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.8M +$1.44M +38,149 +69%
Morgan Stanley
2
Morgan Stanley
New York
$3.77M +$1.72M +45,429 +96%
IFWM
3
Institute for Wealth Management
Colorado
$2.48M -$366K -9,681 -14%
UBS Group
4
UBS Group
Switzerland
$945K +$7K +185 +0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$519K -$3.4K -90 -0.7%
Bank of America
6
Bank of America
North Carolina
$504K -$17.3K -458 -4%
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$397K
BP
8
BBR Partners
New York
$397K +$370K +9,792 New
Goldman Sachs
9
Goldman Sachs
New York
$342K -$945 -25 -0.3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$249K -$136K -3,605 -37%
EAM
11
Evanson Asset Management
California
$244K
Wells Fargo
12
Wells Fargo
California
$243K -$1.85K -49 -0.8%
MFWP
13
Mosaic Family Wealth Partners
Missouri
$239K
Citadel Advisors
14
Citadel Advisors
Florida
$216K -$253K -6,679 -56%
Cerity Partners
15
Cerity Partners
New York
$207K +$193K +5,100 New
Osaic Holdings
16
Osaic Holdings
Arizona
$158K -$96.2K -2,543 -39%
RIL
17
Rothschild Investment LLC
Illinois
$122K +$113K +3,000 New
GT
18
Glenmede Trust
Pennsylvania
$109K +$102K +2,691 New
BAM
19
Bellevue Asset Management
Washington
$77.8K
CA
20
Clearstead Advisors
Ohio
$68.1K -$63.5K -1,680 -50%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.1K +$37.1K +980 +200%
William Blair & Company
22
William Blair & Company
Illinois
$49.2K +$8.51K +225 +23%
T
23
Tidemark
California
$47.8K +$44.6K +1,179 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$41K -$119K -3,150 -76%
JP Morgan Chase
25
JP Morgan Chase
New York
$38.7K -$12.7K -336 -26%

BMVP Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2023, worth a combined $15.5M — up 16% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BMVP and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.79M sold.

  • 38 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2023, down from 39 in Q3 2023.
  • Funds reported $15.5M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.72M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2023.