Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q2 2024 (June 30)44holders +3
5new positions
2sold out
1famous investor
$44.03avg. 13F price*
At the end of Q2 2024, 44 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.0M), Institute for Wealth Management, LLC. ($2.7M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $387K |
| Exits | 2 | $214K |
All 13F filers, Q1 2024 → Q2 2024: 15,553 shares bought and 21,053 shares sold, net −5,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.00% | Reduce -1.0% | 90,305 | $4.0M |
| Institute for Wealth Management, LLC. | 0.36% | Reduce -0.7% | 60,828 | $2.7M |
| Morgan Stanley | 0.00% | Add +0.9% | 45,334 | $2.0M |
| UBS Group AG | 0.00% | Reduce -4.5% | 26,528 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +43.1% | 17,183 | $756K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 13,176 | $580K |
| Citadel Advisors | 0.00% | Add +9.9% | 12,287 | $541K |
| BBR Partners, LLC | 0.04% | No change | 9,792 | $431K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $372K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $265K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $260K |
| Cerity Partners LLC | 0.00% | No change | 5,100 | $225K |
| Austin Wealth Management, LLC | 0.05% | No change | 4,883 | $217K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,575 | $201K |
| Bank of America Corp. | 0.00% | Reduce -58.2% | 4,409 | $194K |
| Ridgewood Investments LLC | 0.09% | New | 4,222 | $186K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 3,566 | $157K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $132K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,541 | $112K |
| UMB Bank, n.a. | 0.00% | New | 2,328 | $102K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $85K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $74K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 1,205 | $53K |
| Jones Financial Companies LLLP | 0.00% | New | 1,110 | $49K |
| Blair William & Co. | 0.00% | No change | 990 | $44K |
| JPMorgan Chase & Co. | 0.00% | No change | 954 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 900 | $40K |
| Sandy Spring Bank | 0.00% | No change | 813 | $36K |
| Family Asset Management, LLC | 0.02% | No change | 750 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 738 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $24K |
| FMR LLC | 0.00% | Reduce -54.6% | 462 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 390 | $17K |
| Global Retirement Partners, LLC | 0.00% | No change | 321 | $14K |
| WR Wealth Planners, LLC | 0.00% | No change | 312 | $14K |
| Addison Advisors LLC | 0.00% | No change | 300 | $13K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 283 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 240 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 174 | $8K |
| Tidemark, LLC | 0.00% | Reduce -81.7% | 147 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $133 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $133 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $63 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.