Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q2 2025 (June 30)44holders
4new positions
6sold out
$48.35avg. 13F price*
At the end of Q2 2025, 44 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 6 sold out. The largest holders were Royal Harbor Partners, LLC ($7.8M), LPL Financial LLC ($4.6M) and Institute for Wealth Management, LLC. ($2.9M).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $164K |
| Exits | 6 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 7,558 shares bought and 45,511 shares sold, net −37,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Royal Harbor Partners, LLC | 2.87% | Reduce -1.6% | 162,257 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -3.9% | 94,835 | $4.6M |
| Institute for Wealth Management, LLC. | 0.32% | Reduce -0.7% | 59,203 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -15.3% | 44,459 | $2.2M |
| UBS Group AG | 0.00% | Reduce -9.5% | 21,141 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 12,424 | $601K |
| Bank of Montreal | 0.00% | Add +25.3% | 9,718 | $470K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,449 | $409K |
| BBR Partners, LLC | 0.02% | No change | 6,190 | $299K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $291K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,898 | $285K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.2% | 5,363 | $259K |
| Entrewealth, LLC | 0.16% | No change | 4,883 | $236K |
| Austin Wealth Management, LLC | 0.04% | No change | 4,883 | $233K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -14.3% | 4,585 | $222K |
| Creative Planning | 0.00% | No change | 4,520 | $219K |
| Ridgewood Investments LLC | 0.08% | Add +0.1% | 3,943 | $191K |
| MAI Capital Management | 0.00% | No change | 3,027 | $146K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $145K |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 2,881 | $138K |
| Glenmede Investment Management, LP | 0.00% | — | 2,441 | $118K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $113K |
| Bank of America Corp. | 0.00% | Add +559.3% | 1,978 | $96K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $93K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $81K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,470 | $71K |
| Raymond James Financial Inc. | 0.00% | New | 1,446 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 1,226 | $59K |
| Atlantic Union Bankshares Corp | 0.00% | New | 813 | $39K |
| FMR LLC | 0.00% | Reduce -1.1% | 798 | $39K |
| JPMorgan Chase & Co. | 0.00% | No change | 750 | $36K |
| Quaker Wealth Management, LLC | 0.01% | — | 717 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 700 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -38.7% | 660 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 570 | $28K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 498 | $24K |
| Royal Bank of Canada | 0.00% | New | 435 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 396 | $19K |
| Global Retirement Partners, LLC | 0.00% | — | 321 | $16K |
| Addison Advisors LLC | 0.00% | No change | 300 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $146 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $146 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $69 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.