Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q1 2025 (March 31)44holders
6new positions
3sold out
$47.68avg. 13F price*
At the end of Q1 2025, 44 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, unchanged from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were Royal Harbor Partners, LLC ($7.9M), LPL Financial LLC ($4.7M) and Institute for Wealth Management, LLC. ($2.8M).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $9.1M |
| Exits | 3 | $479K |
All 13F filers, Q4 2024 → Q1 2025: 200,982 shares bought and 17,033 shares sold, net +183,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Royal Harbor Partners, LLC | 3.05% | New | 164,870 | $7.9M |
| LPL Financial LLC | 0.00% | Add +4.1% | 98,664 | $4.7M |
| Institute for Wealth Management, LLC. | 0.37% | No change | 59,605 | $2.8M |
| Morgan Stanley | 0.00% | Add +2.8% | 52,479 | $2.5M |
| UBS Group AG | 0.00% | Reduce -7.9% | 23,352 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 12,390 | $591K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $403K |
| Susquehanna International Group, LLP | 0.00% | New | 8,216 | $392K |
| Bank of Montreal | 0.00% | No change | 7,758 | $370K |
| Osaic Holdings, Inc. | 0.00% | Add +155.2% | 7,263 | $346K |
| Dale Q Rice Investment Management Ltd | 0.15% | New | 6,220 | $297K |
| BBR Partners, LLC | 0.02% | Reduce -33.9% | 6,190 | $295K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $287K |
| Virtue Capital Management, LLC | 0.03% | New | 5,913 | $283K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $281K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,351 | $255K |
| Entrewealth, LLC | 0.18% | No change | 4,883 | $233K |
| Austin Wealth Management, LLC | 0.04% | No change | 4,883 | $225K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,575 | $218K |
| Creative Planning | 0.00% | Add +0.2% | 4,520 | $216K |
| Ridgewood Investments LLC | 0.09% | Add +0.1% | 3,938 | $188K |
| MAI Capital Management | 0.00% | No change | 3,027 | $144K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $143K |
| Glenmede Trust Co. NA | 0.00% | Add +1.2% | 2,572 | $123K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,400 | $113K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $111K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $92K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $80K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,222 | $58K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,077 | $51K |
| Sandy Spring Bank | 0.00% | No change | 813 | $39K |
| FMR LLC | 0.00% | No change | 807 | $38K |
| JPMorgan Chase & Co. | 0.00% | No change | 750 | $36K |
| 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% | No change | 498 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 395 | $19K |
| Addison Advisors LLC | 0.00% | No change | 300 | $14K |
| Bank of America Corp. | 0.00% | New | 300 | $14K |
| Ameriflex Group, Inc. | 0.01% | Reduce -71.7% | 273 | $13K |
| Tidemark, LLC | 0.00% | No change | 147 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $144 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $144 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.