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Invesco Bloomberg MVP Multi-factor ETF

41 hedge funds and large institutions have $16M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.14M -$119K -2,607 -3%
IFWM
2
Institute for Wealth Management
Colorado
$2.78M
Morgan Stanley
3
Morgan Stanley
New York
$2.04M -$2.18M -48,035 -52%
UBS Group
4
UBS Group
Switzerland
$1.26M +$203K +4,474 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$597K +$15.2K +335 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$546K +$267K +5,867 +96%
Citadel Advisors
7
Citadel Advisors
Florida
$508K +$266K +5,848 +110%
Bank of America
8
Bank of America
North Carolina
$479K -$86.4K -1,901 -15%
BP
9
BBR Partners
New York
$445K
Goldman Sachs
10
Goldman Sachs
New York
$384K
Wells Fargo
11
Wells Fargo
California
$283K +$10.4K +229 +4%
EAM
12
Evanson Asset Management
California
$274K
MFWP
13
Mosaic Family Wealth Partners
Missouri
$268K
Cerity Partners
14
Cerity Partners
New York
$232K
AWM
15
Austin Wealth Management
Texas
$215K +$215K +4,883 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$208K +$208K +4,575 New
Creative Planning
17
Creative Planning
Kansas
$204K +$204K +4,491 New
Osaic Holdings
18
Osaic Holdings
Arizona
$174K -$3.64K -80 -2%
RIL
19
Rothschild Investment LLC
Illinois
$136K
GT
20
Glenmede Trust
Pennsylvania
$116K -$6.82K -150 -6%
BAM
21
Bellevue Asset Management
Washington
$87.3K
CA
22
Clearstead Advisors
Ohio
$73.7K
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.8K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$54.6K +$54.6K +1,200 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$46.2K +$25.2K +555 +120%