Invesco Bloomberg MVP Multi-BMVPETF
13F holders, Q1 2026 (March 31)41holders −2
2new positions
4sold out
$49.88avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding Invesco Bloomberg MVP Multi- (BMVP) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.2M), Institute for Wealth Management, LLC. ($2.8M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $837K |
| Exits | 4 | $841K |
All 13F filers, Q4 2025 → Q1 2026: 24,055 shares bought and 40,456 shares sold, net −16,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.00% | Reduce -2.9% | 84,763 | $4.2M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -0.8% | 56,973 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 45,284 | $2.3M |
| Raymond James Financial Inc. | 0.00% | New | 16,773 | $837K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.5% | 15,207 | $759K |
| Goldman Sachs Group Inc. | 0.00% | Add +9.3% | 12,016 | $599K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 9,968 | $497K |
| Bank of Montreal | 0.00% | Reduce -10.9% | 8,310 | $415K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 6,239 | $311K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,021 | $300K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +0.1% | 5,906 | $295K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 5,187 | $259K |
| UBS Group AG | 0.00% | Reduce -75.3% | 5,149 | $257K |
| Creative Planning | 0.00% | No change | 4,520 | $225K |
| Jones Financial Companies LLLP | 0.00% | Reduce -20.1% | 3,524 | $174K |
| MAI Capital Management | 0.00% | No change | 3,027 | $151K |
| Rothschild Investment LLC | 0.01% | No change | 3,000 | $150K |
| Glenmede Trust Co. NA | 0.00% | Reduce -12.3% | 2,141 | $107K |
| Bellevue Asset Management, LLC | 0.05% | No change | 1,920 | $96K |
| FMR LLC | 0.00% | No change | 1,880 | $94K |
| National Bank of Canada | 0.00% | No change | 1,800 | $90K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,680 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 1,243 | $62K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,110 | $55K |
| UMB Bank, n.a. | 0.00% | Reduce -57.0% | 1,000 | $50K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 729 | $36K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.4% | 727 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.4% | 710 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 552 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 498 | $25K |
| Royal Bank of Canada | 0.00% | No change | 435 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 360 | $18K |
| Addison Advisors LLC | 0.00% | No change | 300 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 275 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -57.9% | 240 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 191 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 135 | $7K |
| Triumph Capital Management | 0.00% | No change | 105 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 69 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 3 | $150 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $150 |
"% of holder's portfolio" is BMVP's weight in each manager's 13F, not the share of Invesco Bloomberg MVP Multi- the manager owns.