BMVP icon

Invesco Bloomberg MVP Multi-factor ETF
BMVP

Overview Fund Activity

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
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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$228K
2
RI
Ridgewood Investments
New Jersey
+$186K
3
UB
UMB Bank
Missouri
+$102K
4
Citadel Advisors
Citadel Advisors
Florida
+$49K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$48.9K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$392K
2
Bank of America
Bank of America
North Carolina
-$270K
3
Creative Planning
Creative Planning
Kansas
-$204K
4
UBS Group
UBS Group
Switzerland
-$55.6K
5
LPL Financial
LPL Financial
California
-$38.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.98M -$38.4K -873 -1%
IFWM
2
Institute for Wealth Management
Colorado
$2.68M -$17.7K -403 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$2M +$18.3K +415 +0.9%
UBS Group
4
UBS Group
Switzerland
$1.17M -$55.6K -1,264 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$756K +$228K +5,174 +43%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$580K +$1.89K +43 +0.3%
Citadel Advisors
7
Citadel Advisors
Florida
$541K +$49K +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 -$270K -6,134 -58%
RI
16
Ridgewood Investments
New Jersey
$186K +$186K +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 +$220 +5 +0.4%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$48.9K +$48.9K +1,110 New
1
2