Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q1 2024 (March 31)41holders
1famous investor
$45.43avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings. The largest holders were LPL Financial LLC ($4.1M), Institute for Wealth Management, LLC. ($2.8M) and Morgan Stanley ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $696K |
| Exits | 2 | $438K |
Ownership 41 holders
| LPL Financial LLC | 0.00% | Reduce -2.8% | 91,178 | $4.1M |
| Institute for Wealth Management, LLC. | 0.36% | No change | 61,231 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 44,919 | $2.0M |
| UBS Group AG | 0.00% | Add +19.2% | 27,792 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 13,133 | $597K |
| Susquehanna International Group, LLP | 0.00% | Add +95.5% | 12,009 | $546K |
| Citadel Advisors | 0.00% | Add +109.8% | 11,175 | $508K |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 10,543 | $479K |
| BBR Partners, LLC | 0.04% | No change | 9,792 | $445K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $384K |
| Wells Fargo & Company | 0.00% | Add +3.8% | 6,217 | $283K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $274K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $268K |
| Cerity Partners LLC | 0.00% | No change | 5,100 | $232K |
| Austin Wealth Management, LLC | 0.05% | New | 4,883 | $215K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,575 | $208K |
| Creative Planning | 0.00% | New | 4,491 | $204K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 3,816 | $174K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $136K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.6% | 2,541 | $116K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $87K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $74K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,200 | $55K |
| FMR LLC | 0.00% | Add +120.1% | 1,017 | $46K |
| Blair William & Co. | 0.00% | Reduce -18.5% | 990 | $45K |
| JPMorgan Chase & Co. | 0.00% | No change | 954 | $43K |
| Sandy Spring Bank | 0.00% | No change | 813 | $37K |
| Tidemark, LLC | 0.02% | Reduce -31.8% | 804 | $37K |
| Family Asset Management, LLC | 0.02% | No change | 750 | $34K |
| McIlrath & Eck, LLC | 0.01% | No change | 738 | $34K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 388 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 321 | $15K |
| WR Wealth Planners, LLC | 0.00% | New | 312 | $14K |
| Addison Advisors LLC | 0.00% | No change | 300 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 281 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 210 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -42.0% | 174 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $137 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $137 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.