Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q3 2024 (September 30)43holders −1
2new positions
3sold out
$48.28avg. 13F price*
At the end of Q3 2024, 43 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, down 1 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($4.5M), Institute for Wealth Management, LLC. ($2.9M) and Morgan Stanley ($2.2M).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $221K |
| Exits | 3 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 11,050 shares bought and 38,425 shares sold, net −27,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| LPL Financial LLC | 0.00% | Add +4.1% | 94,009 | $4.5M |
| Institute for Wealth Management, LLC. | 0.36% | Reduce -1.7% | 59,793 | $2.9M |
| Morgan Stanley | 0.00% | Add +2.4% | 46,406 | $2.2M |
| UBS Group AG | 0.00% | Reduce -4.5% | 25,329 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 12,898 | $623K |
| BBR Partners, LLC | 0.03% | Reduce -4.4% | 9,364 | $452K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $408K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $291K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $285K |
| Cerity Partners LLC | 0.00% | No change | 5,100 | $246K |
| Austin Wealth Management, LLC | 0.05% | No change | 4,883 | $236K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,575 | $221K |
| Creative Planning | 0.00% | New | 4,503 | $217K |
| Ridgewood Investments LLC | 0.10% | Add +0.1% | 4,228 | $204K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $145K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 2,540 | $123K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,541 | $123K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $112K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $93K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $81K |
| Jones Financial Companies LLLP | 0.00% | Add +36.0% | 1,509 | $73K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,211 | $58K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 953 | $46K |
| Wells Fargo & Company | 0.00% | Add +94800.0% | 949 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 900 | $43K |
| Sandy Spring Bank | 0.00% | No change | 813 | $39K |
| Family Asset Management, LLC | 0.02% | No change | 750 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 738 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +137.5% | 570 | $28K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $27K |
| FMR LLC | 0.00% | No change | 462 | $22K |
| Bank of America Corp. | 0.00% | Reduce -90.7% | 411 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 392 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 321 | $15K |
| WR Wealth Planners, LLC | 0.00% | No change | 312 | $15K |
| Addison Advisors LLC | 0.00% | No change | 300 | $14K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 285 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 174 | $8K |
| Tidemark, LLC | 0.00% | No change | 147 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 78 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $145 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $145 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.