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Invesco Bloomberg MVP Multi-factor ETF

43 hedge funds and large institutions have $15.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $15.2M → $15.4M (+$150K)

1.04% less ownership

Funds ownership: 15.59%14.56% (-1%)

2% less funds holding

Funds holding: 4443 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.54M +$171K +3,704 +4%
IFWM
2
Institute for Wealth Management
Colorado
$2.89M -$47.7K -1,035 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.24M +$49.4K +1,072 +2%
UBS Group
4
UBS Group
Switzerland
$1.22M -$55.3K -1,199 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$623K -$12.8K -278 -2%
BP
6
BBR Partners
New York
$452K -$19.7K -428 -4%
Goldman Sachs
7
Goldman Sachs
New York
$408K
EAM
8
Evanson Asset Management
California
$291K
MFWP
9
Mosaic Family Wealth Partners
Missouri
$285K
Cerity Partners
10
Cerity Partners
New York
$246K
AWM
11
Austin Wealth Management
Texas
$236K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$221K
Creative Planning
13
Creative Planning
Kansas
$217K +$208K +4,503 New
RI
14
Ridgewood Investments
New Jersey
$204K +$277 +6 +0.1%
RIL
15
Rothschild Investment LLC
Illinois
$145K
Osaic Holdings
16
Osaic Holdings
Arizona
$123K -$47.3K -1,026 -29%
GT
17
Glenmede Trust
Pennsylvania
$123K
UB
18
UMB Bank
Missouri
$112K
BAM
19
Bellevue Asset Management
Washington
$92.7K
CA
20
Clearstead Advisors
Ohio
$81.1K
Jones Financial Companies
21
Jones Financial Companies
Missouri
$72.6K +$18.4K +399 +36%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$71K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$58.5K +$277 +6 +0.5%
JP Morgan Chase
24
JP Morgan Chase
New York
$46K -$46 -1 -0.1%
Wells Fargo
25
Wells Fargo
California
$45.8K +$43.7K +948 +94,800%

BMVP Hedge Fund Activity: Q3 2024 in Review

43 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q3 2024, worth a combined $15.4M — up 0.99% from $15.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BMVP and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $208K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $756K sold.

  • 43 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $15.4M of Invesco Bloomberg MVP Multi-factor ETF stock for Q3 2024, up 0.99% quarter-over-quarter.
  • 2 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q3 2024 was Creative Planning, an estimated $208K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q3 2024 was Susquehanna International Group, an estimated $756K sold.

Based on aggregated 13F filings for Q3 2024.