Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q4 2024 (December 31)44holders +1
3new positions
4sold out
1famous investor
$46.90avg. 13F price*
At the end of Q4 2024, 44 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.4M), Institute for Wealth Management, LLC. ($2.8M) and Morgan Stanley ($2.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $732K |
| Exits | 4 | $68K |
All 13F filers, Q3 2024 → Q4 2024: 22,755 shares bought and 2,891 shares sold, net +19,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.00% | Add +0.8% | 94,762 | $4.4M |
| Institute for Wealth Management, LLC. | 0.35% | Reduce -0.3% | 59,605 | $2.8M |
| Morgan Stanley | 0.00% | Add +10.0% | 51,034 | $2.4M |
| UBS Group AG | 0.00% | Add +0.1% | 25,352 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 12,095 | $567K |
| BBR Partners, LLC | 0.03% | No change | 9,364 | $439K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $396K |
| Bank of Montreal | 0.00% | New | 7,758 | $363K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $282K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $276K |
| Cerity Partners LLC | 0.00% | No change | 5,100 | $239K |
| Entrewealth, LLC | 0.22% | — | 4,883 | $236K |
| Austin Wealth Management, LLC | 0.05% | No change | 4,883 | $236K |
| Citadel Advisors | 0.00% | New | 4,832 | $226K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,575 | $214K |
| Creative Planning | 0.00% | Add +0.2% | 4,511 | $211K |
| Ridgewood Investments LLC | 0.09% | Reduce -7.0% | 3,933 | $184K |
| MAI Capital Management | 0.00% | New | 3,027 | $142K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $141K |
| Osaic Holdings, Inc. | 0.00% | Add +12.1% | 2,846 | $133K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,541 | $119K |
| Jones Financial Companies LLLP | 0.00% | Add +59.0% | 2,400 | $112K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $109K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $90K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $79K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 1,216 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +19.7% | 1,077 | $50K |
| Ameriflex Group, Inc. | 0.02% | — | 966 | $47K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 948 | $44K |
| Sandy Spring Bank | 0.00% | No change | 813 | $38K |
| FMR LLC | 0.00% | Add +74.7% | 807 | $38K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 750 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 570 | $27K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 498 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 393 | $18K |
| 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 +0.3% | 286 | $13K |
| Tidemark, LLC | 0.00% | No change | 147 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $141 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $141 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.