Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q2 2026 (June 30)40holders −1
3new positions
4sold out
$51.28avg. 13F price*
At the end of Q2 2026, 40 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.3M), Institute for Wealth Management, LLC. ($2.9M) and Morgan Stanley ($2.3M).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $525K |
| Exits | 4 | $243K |
All 13F filers, Q1 2026 → Q2 2026: 13,605 shares bought and 8,523 shares sold, net +5,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| LPL Financial LLC | 0.00% | Reduce -1.4% | 83,565 | $4.3M |
| Institute for Wealth Management, LLC. | 0.26% | Add +0.0% | 56,975 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 44,735 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.6% | 18,710 | $959K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 14,254 | $731K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 11,330 | $581K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 9,972 | $511K |
| Bank of Montreal | 0.00% | No change | 8,310 | $426K |
| Truist Financial Corp. | 0.00% | Add +1.9% | 6,360 | $326K |
| Evanson Financial, LLC | 0.02% | — | 6,021 | $309K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +0.1% | 5,913 | $303K |
| Susquehanna International Group, LLP | 0.00% | New | 5,205 | $267K |
| Wells Fargo & Company | 0.00% | No change | 5,187 | $266K |
| UBS Group AG | 0.00% | Add +0.3% | 5,163 | $265K |
| Creative Planning | 0.00% | No change | 4,520 | $232K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 4,249 | $218K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.0% | 3,277 | $168K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $154K |
| Clearstead Advisors, LLC | 0.00% | Add +76.0% | 2,957 | $152K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 2,130 | $109K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $98K |
| FMR LLC | 0.00% | No change | 1,880 | $96K |
| National Bank of Canada | 0.00% | No change | 1,800 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,249 | $64K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,110 | $57K |
| Washington Trust Advisors, Inc. | 0.00% | New | 777 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.4% | 730 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 729 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.4% | 713 | $37K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 498 | $26K |
| Royal Bank of Canada | 0.00% | No change | 435 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 360 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 321 | $16K |
| Ameriflex Group, Inc. | 0.01% | No change | 275 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 240 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 135 | $7K |
| Triumph Capital Management | 0.00% | No change | 105 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 69 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $154 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $154 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.