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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

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
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.77M
2
LPL Financial
LPL Financial
California
$3.8M
3
BP
BBR Partners
New York
$397K
4
Cerity Partners
Cerity Partners
New York
$207K
5
RIL
Rothschild Investment LLC
Illinois
$122K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
IFWM
Institute for Wealth Management
Colorado
$2.48M
3
Citadel Advisors
Citadel Advisors
Florida
$216K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.8M +$1.55M +38,149 +69%
Morgan Stanley
2
Morgan Stanley
New York
$3.77M +$1.84M +45,429 +96%
IFWM
3
Institute for Wealth Management
Colorado
$2.48M -$392K -9,681 -14%
UBS Group
4
UBS Group
Switzerland
$945K +$7.5K +185 +0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$519K -$3.65K -90 -0.7%
Bank of America
6
Bank of America
North Carolina
$504K -$18.6K -458 -4%
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$397K – – –
BP
8
BBR Partners
New York
$397K +$397K +9,792 New
Goldman Sachs
9
Goldman Sachs
New York
$342K -$1.01K -25 -0.3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$249K -$146K -3,605 -37%
EAM
11
Evanson Asset Management
California
$244K – – –
Wells Fargo
12
Wells Fargo
California
$243K -$1.99K -49 -0.8%
MFWP
13
Mosaic Family Wealth Partners
Missouri
$239K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$216K -$271K -6,679 -56%
Cerity Partners
15
Cerity Partners
New York
$207K +$207K +5,100 New
Osaic Holdings
16
Osaic Holdings
Arizona
$158K -$103K -2,543 -39%
RIL
17
Rothschild Investment LLC
Illinois
$122K +$122K +3,000 New
GT
18
Glenmede Trust
Pennsylvania
$109K +$109K +2,691 New
BAM
19
Bellevue Asset Management
Washington
$77.8K – – –
CA
20
Clearstead Advisors
Ohio
$68.1K -$68.1K -1,680 -50%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.1K +$36.1K +980 +200%
William Blair & Company
22
William Blair & Company
Illinois
$49.2K +$9.12K +225 +23%
T
23
Tidemark
California
$47.8K +$47.8K +1,179 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$41K -$128K -3,150 -76%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$38.7K -$13.6K -336 -26%
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