We are live on ! Find out more
BMVP icon

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

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 3841 (+3)

3% more capital invested

Capital invested by funds: $15.5M → $16M (+$451K)

1.03% less ownership

Funds ownership: 16.66%15.63% (-1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

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
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.14M -$111K -2,607 -3%
IFWM
2
Institute for Wealth Management
Colorado
$2.78M
Morgan Stanley
3
Morgan Stanley
New York
$2.04M -$2.04M -48,035 -52%
UBS Group
4
UBS Group
Switzerland
$1.26M +$190K +4,474 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$597K +$14.2K +335 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$546K +$249K +5,867 +96%
Citadel Advisors
7
Citadel Advisors
Florida
$508K +$248K +5,848 +110%
Bank of America
8
Bank of America
North Carolina
$479K -$80.7K -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 +$9.72K +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 +$207K +4,883 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$208K +$194K +4,575 New
Creative Planning
17
Creative Planning
Kansas
$204K +$191K +4,491 New
Osaic Holdings
18
Osaic Holdings
Arizona
$174K -$3.4K -80 -2%
RIL
19
Rothschild Investment LLC
Illinois
$136K
GT
20
Glenmede Trust
Pennsylvania
$116K -$6.37K -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 +$50.9K +1,200 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$46.2K +$23.6K +555 +120%

BMVP Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2024, worth a combined $16M — up 2.9% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BMVP positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $249K. The largest seller was Morgan Stanley, cutting an estimated $2.04M.

  • 41 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $16M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2024, up 2.9% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $249K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2024.