Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q3 2025 (September 30)40holders −4
3new positions
6sold out
$49.02avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, down 4 from Q2 2025. 3 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($4.4M), Institute for Wealth Management, LLC. ($2.9M) and Morgan Stanley ($2.3M).
- Company
- Invesco Bloomberg MVP Multi-
- CUSIP
- 46137V712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $407K |
| Exits | 6 | $8.6M |
All 13F filers, Q2 2025 → Q3 2025: 19,343 shares bought and 185,924 shares sold, net −166,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| LPL Financial LLC | 0.00% | Reduce -5.1% | 89,987 | $4.4M |
| Institute for Wealth Management, LLC. | 0.30% | Reduce -0.4% | 58,960 | $2.9M |
| Morgan Stanley | 0.00% | Add +3.7% | 46,115 | $2.3M |
| UBS Group AG | 0.00% | Add +8.5% | 22,933 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 14,188 | $696K |
| Goldman Sachs Group Inc. | 0.00% | Add +37.5% | 11,618 | $570K |
| Bank of Montreal | 0.00% | Reduce -3.3% | 9,393 | $461K |
| Truist Financial Corp. | 0.00% | New | 6,313 | $309K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $295K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 5,898 | $288K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 5,366 | $263K |
| BBR Partners, LLC | 0.01% | Reduce -20.1% | 4,949 | $243K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.4% | 4,602 | $226K |
| Creative Planning | 0.00% | No change | 4,520 | $222K |
| Jones Financial Companies LLLP | 0.00% | Add +53.7% | 4,429 | $216K |
| MAI Capital Management | 0.00% | No change | 3,027 | $148K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $147K |
| Glenmede Investment Management, LP | 0.00% | No change | 2,441 | $120K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $114K |
| Bank of America Corp. | 0.00% | No change | 1,978 | $97K |
| Bellevue Asset Management, LLC | 0.04% | No change | 1,920 | $94K |
| FMR LLC | 0.00% | Add +135.6% | 1,880 | $92K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,794 | $88K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,232 | $60K |
| JPMorgan Chase & Co. | 0.00% | No change | 750 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -10.3% | 729 | $36K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.4% | 720 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.4% | 703 | $35K |
| 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% | No change | 435 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 398 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -45.5% | 360 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 321 | $16K |
| Addison Advisors LLC | 0.00% | No change | 300 | $15K |
| Sunbelt Securities, Inc. | 0.00% | New | 191 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $148 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $148 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.