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Invesco Bloomberg MVP Multi-factor ETF (BMVP) Institutional Ownership

$54.98 +0.08 (+0.15%)
As of 11:04 AM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Bloomberg MVP Multi-factor ETF (NYSEARCA:BMVP)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.34M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$413.75K
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BMVP Institutional Buying and Selling by Quarter

Invesco Bloomberg MVP Multi-factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Evanson Financial LLC6,021$309K0.0%N/A0.309%
5/26/2026 Glenmede Trust Co. NA2,141$107K0.0%-12.3%0.109%
2/17/2026Osaic Holdings Inc.9,990$488K0.0%+86.2%0.500%
2/11/2026 LPL Financial LLC87,321$4.27M0.0%-3.0%4.366%
2/10/2026Goldman Sachs Group Inc.10,999$537K0.0%-5.3%0.550%
2/5/2026 Northwestern Mutual Wealth Management Co.88,350$4.32M0.0%+7,071.3%4.418%
1/27/2026 Institute for Wealth Management LLC.57,451$2.81M0.3%-2.6%2.873%
11/13/2025UBS Group AG22,933$1.12M0.0%+8.5%1.108%
11/7/2025 BBR Partners LLC4,949$243K0.0%-20.0%0.239%
11/4/2025Jones Financial Companies Lllp4,429$216K0.0%+53.7%0.214%
11/3/2025 Truist Financial Corp6,313$309K0.0%N/A0.305%
10/17/2025 Institute for Wealth Management LLC.58,960$2.89M0.3%-0.4%2.821%
9/4/2025Osaic Holdings Inc.5,363$259K0.0%-26.2%0.234%
8/15/2025Bank of America Corp DE1,978$96K0.0%+559.3%0.086%
8/14/2025Raymond James Financial Inc.1,446$70K0.0%N/A0.063%
8/12/2025 J.W. Cole Advisors Inc.4,585$222K0.0%-14.3%0.200%
8/8/2025 Royal Harbor Partners LLC162,257$7.85M2.9%-1.6%7.055%
8/6/2025 Atlantic Union Bankshares Corp813$39K0.0%N/A0.035%
8/5/2025 Bank of Montreal Can9,718$470K0.0%+25.3%0.423%
8/4/2025 Quaker Wealth Management LLC717$35K0.0%-200.4%0.031%
7/18/2025 Institute for Wealth Management LLC.59,203$2.86M0.3%-0.7%2.574%
5/7/2025LPL Financial LLC98,664$4.71M0.0%+4.1%4.216%
4/29/2025Royal Harbor Partners LLC164,870$7.86M3.0%N/A7.046%
4/22/2025Dale Q Rice Investment Management Ltd6,220$297K0.2%N/A0.266%
2/24/2025Ameriflex Group Inc.966$47K0.0%N/A0.043%
2/17/2025Citadel Advisors LLC4,832$226K0.0%N/A0.216%
2/13/2025Bank of Montreal Can7,758$363K0.0%N/A0.346%
2/11/2025LPL Financial LLC94,762$4.44M0.0%+0.8%4.230%
2/10/2025Entrewealth LLC4,883$236K0.2%N/A0.218%
2/10/2025Commonwealth Equity Services LLC12,095$567K0.0%-6.2%0.540%
2/6/2025Jones Financial Companies Lllp2,400$112K0.0%+59.0%0.107%
1/10/2025Ridgewood Investments LLC3,933$184K0.1%-7.0%0.176%
11/14/2024BBR Partners LLC9,364$452K0.0%-4.4%0.418%
10/11/2024Creative Planning4,503$217K0.0%N/A0.201%
7/31/2024Rothschild Investment LLC3,000$132K0.0%N/A0.134%
7/29/2024UMB Bank n.a.2,328$102K0.0%N/A0.104%
7/29/2024Ridgewood Investments LLC4,222$186K0.1%N/A0.188%
7/25/2024Institute for Wealth Management LLC.60,828$2.68M0.4%-0.7%2.716%
6/13/2024Mosaic Family Wealth Partners LLC5,898$268K0.0%N/A0.263%
5/23/2024Austin Wealth Management LLC4,883$215K0.1%N/A0.218%
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5/17/2024Beacon Capital Management LLC1,470$67K0.0%N/A0.066%
5/1/2024Janney Montgomery Scott LLC4,575$208K0.0%N/A0.204%
4/30/2024Commonwealth Equity Services LLC13,133$597K0.0%N/A0.586%
4/26/2024Bellevue Asset Management LLC1,920$87K0.0%N/A0.086%
4/13/2024Evanson Asset Management LLC6,021$274K0.0%N/A0.000%


BMVP Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of Invesco Bloomberg MVP Multi-factor ETF. The most heavily invested institutionals were Royal Harbor Partners LLC ($7.85M), Northwestern Mutual Wealth Management Co. ($4.32M), LPL Financial LLC ($4.27M), Institute for Wealth Management LLC. ($2.81M), UBS Group AG ($1.12M), Commonwealth Equity Services LLC ($567K), and Goldman Sachs Group Inc. ($537K).Learn more on Invesco Bloomberg MVP Multi-factor ETF's institutional investors.

Of the 18 institutional investors that purchased Invesco Bloomberg MVP Multi-factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royal Harbor Partners LLC ($164.87K), Northwestern Mutual Wealth Management Co. ($87.12K), Bank of Montreal Can ($9.72K), Truist Financial Corp ($6.31K), Dale Q Rice Investment Management Ltd ($6.22K), Evanson Financial LLC ($6.02K), and Entrewealth LLC ($4.88K).

Institutional investors have bought a total of 109,094 shares in the last 24 months. This purchase volume represents approximately $5.34M in transactions.

The following institutional investors have sold Invesco Bloomberg MVP Multi-factor ETF stock in the last 24 months: LPL Financial LLC ($2.67K), Osaic Holdings Inc. ($1.90K), Institute for Wealth Management LLC. ($1.75K), BBR Partners LLC ($1.24K), Goldman Sachs Group Inc. ($619.00), and Glenmede Trust Co. NA ($300.00).

Institutional investors have sold a total of 8,478 shares in the last 24 months. This volume of shares sold represents approximately $413.75K in transactions.



Institutional ownership data for NYSEARCA:BMVP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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