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Invesco Bloomberg MVP Multi-factor ETF

44 hedge funds and large institutions have $15.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q2 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

7% more funds holding

Funds holding: 4144 (+3)

0.04% less ownership

Funds ownership: 15.63%15.59% (-0.04%)

5% less capital invested

Capital invested by funds: $16M → $15.2M (-$736K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
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
$3.98M -$38.3K -873 -1%
IFWM
2
Institute for Wealth Management
Colorado
$2.68M -$17.7K -403 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$2M +$18.2K +415 +0.9%
UBS Group
4
UBS Group
Switzerland
$1.17M -$55.5K -1,264 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$756K +$227K +5,174 +43%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$580K +$1.89K +43 +0.3%
Citadel Advisors
7
Citadel Advisors
Florida
$541K +$48.8K +1,112 +10%
BP
8
BBR Partners
New York
$431K
Goldman Sachs
9
Goldman Sachs
New York
$372K
EAM
10
Evanson Asset Management
California
$265K
MFWP
11
Mosaic Family Wealth Partners
Missouri
$260K
Cerity Partners
12
Cerity Partners
New York
$225K
AWM
13
Austin Wealth Management
Texas
$217K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$201K
Bank of America
15
Bank of America
North Carolina
$194K -$269K -6,134 -58%
RI
16
Ridgewood Investments
New Jersey
$186K +$185K +4,222 New
Osaic Holdings
17
Osaic Holdings
Arizona
$157K -$11K -250 -7%
RIL
18
Rothschild Investment LLC
Illinois
$132K
GT
19
Glenmede Trust
Pennsylvania
$112K
UB
20
UMB Bank
Missouri
$102K +$102K +2,328 New
BAM
21
Bellevue Asset Management
Washington
$84.5K
CA
22
Clearstead Advisors
Ohio
$74K
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.7K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$53.1K +$219 +5 +0.4%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$48.9K +$48.7K +1,110 New

BMVP Hedge Fund Activity: Q2 2024 in Review

44 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q2 2024, worth a combined $15.2M — down 4.6% from $16M 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 $227K. The largest seller was Wells Fargo, cutting an estimated $273K.

  • 44 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $15.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $227K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q2 2024 was Wells Fargo, an estimated $273K sold.

Based on aggregated 13F filings for Q2 2024.