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Invesco Bloomberg MVP Multi-factor ETF
BMVP

Overview Fund Activity

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
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
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$217K
2
LPL Financial
LPL Financial
California
$4.54M
3
Morgan Stanley
Morgan Stanley
New York
$2.24M
4
Wells Fargo
Wells Fargo
California
$45.8K
5
Jones Financial Companies
Jones Financial Companies
Missouri
$72.6K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of America
Bank of America
North Carolina
$19.8K
4
UBS Group
UBS Group
Switzerland
$1.22M
5
IFWM
Institute for Wealth Management
Colorado
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.54M +$179K +3,704 +4%
IFWM
2
Institute for Wealth Management
Colorado
$2.89M -$50K -1,035 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.24M +$51.8K +1,072 +2%
UBS Group
4
UBS Group
Switzerland
$1.22M -$57.9K -1,199 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$623K -$13.4K -278 -2%
BP
6
BBR Partners
New York
$452K -$20.7K -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 +$217K +4,503 New
RI
14
Ridgewood Investments
New Jersey
$204K +$290 +6 +0.1%
RIL
15
Rothschild Investment LLC
Illinois
$145K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$123K -$49.6K -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 +$19.2K +399 +36%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$71K – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$58.5K +$290 +6 +0.5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$46K -$48 -1 -0.1%
Wells Fargo
25
Wells Fargo
California
$45.8K +$45.8K +948 +94,800%
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