Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q4 2025 (December 31)43holders +3
7new positions
4sold out
1famous investor
$48.84avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.3M), Institute for Wealth Management, LLC. ($2.8M) and Morgan Stanley ($2.2M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $645K |
| Exits | 4 | $350K |
All 13F filers, Q3 2025 → Q4 2025: 18,233 shares bought and 14,643 shares sold, net +3,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| LPL Financial LLC | 0.00% | Reduce -3.0% | 87,321 | $4.3M |
| Institute for Wealth Management, LLC. | 0.30% | Reduce -2.6% | 57,451 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 45,793 | $2.2M |
| UBS Group AG | 0.00% | Reduce -9.1% | 20,854 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 14,151 | $691K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.3% | 10,999 | $537K |
| Osaic Holdings, Inc. | 0.00% | Add +86.2% | 9,990 | $488K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 9,328 | $456K |
| Citadel Advisors | 0.00% | New | 6,585 | $322K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 6,337 | $309K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $294K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 5,898 | $288K |
| Creative Planning | 0.00% | No change | 4,520 | $221K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -4.0% | 4,416 | $216K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 4,413 | $216K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,231 | $207K |
| MAI Capital Management | 0.00% | No change | 3,027 | $148K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $147K |
| Glenmede Trust Co. NA | 0.00% | — | 2,441 | $119K |
| UMB Bank, n.a. | 0.00% | No change | 2,328 | $114K |
| Bank of America Corp. | 0.00% | Add +0.6% | 1,989 | $97K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,920 | $94K |
| FMR LLC | 0.00% | No change | 1,880 | $92K |
| National Bank of Canada | 0.00% | New | 1,800 | $88K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,238 | $60K |
| JPMorgan Chase & Co. | 0.00% | Add +48.0% | 1,110 | $54K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 729 | $36K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.6% | 724 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.6% | 707 | $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 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 360 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 321 | $16K |
| Addison Advisors LLC | 0.00% | No change | 300 | $15K |
| Ameriflex Group, Inc. | 0.01% | New | 275 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 191 | $9K |
| Smartleaf Asset Management LLC | 0.00% | New | 135 | $7K |
| Triumph Capital Management | 0.00% | New | 105 | $5K |
| Evolution Wealth Management Inc. | 0.00% | New | 69 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $147 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.