Who Owns Invesco Bloomberg MVP Multi-factor ETF (BMVP)?Hedge Fund & Institutional Holders

$50.82-0.04 (-0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

48

as of Q4 2025

Total Institutional Value

$9.97000294000288e+108T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$42.72$45.28$47.84$50.39$52.95Sep 24Jun 25Mar 26

BMVP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+4K+$215.0M
BELLEVUE ASSET MANAGEMENT, LLCNew Position+2K+$94.0M
Quaker Wealth Management, LLCNew Position+724+$35.0M
Frazier Financial Advisors, LLCNew Position+552+$26.0M
AMERIFLEX GROUP, INC.New Position+275+$13.0M
Institute for Wealth Management, LLC.New Position+57K+$2.8M
TRUIST FINANCIAL CORPNew Position+6K+$309K
Atlantic Union Bankshares CorpNew Position+729+$35K
Plante Moran Financial Advisors, LLCNew Position+360+$17K
EVOLUTION WEALTH MANAGEMENT INC.New Position+69+$3K
ENVESTNET ASSET MANAGEMENT INCNew Position+4K+$0
CITADEL ADVISORS LLCNew Position+7K+$0
Global Retirement Partners, LLCNew Position+321+$0
DHJJ Financial Advisors, Ltd.New Position+3+$0
Smartleaf Asset Management LLCNew Position+135+$0

BMVP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-3K-$4.4B
GOLDMAN SACHS GROUP INCDecreased-619-$569.6M
BANK OF MONTREAL /CAN/Decreased-65-$460.5M
Glenmede Investment Management, LPClosed Position-2K-$119.7M
UBS Group AGDecreased-2K-$107.3M
Wealthspire Advisors, LLCClosed Position-2K-$87.9M
Rise Advisors, LLCClosed Position-398-$19.5M
MORGAN STANLEYDecreased-322-$260K
SALEM INVESTMENT COUNSELORS INCClosed Position-3-$148K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG20,421$997.0M0.16%Share
2Evanson Asset Management, LLC6,021$294.0M0.02%Share
3MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$288.0M0.03%Share
4J.W. COLE ADVISORS, INC.4,416$215.0M0.01%Share
5BELLEVUE ASSET MANAGEMENT, LLC1,920$94.0M0.03%Share
6Quaker Wealth Management, LLC724$35.0M0.01%Share
7Frazier Financial Advisors, LLC552$26.0M0.02%Share
8UBS Group AG334$16.0M0.00%Share
9Addison Advisors LLC300$14.0M0.00%Share
10AMERIFLEX GROUP, INC.275$13.0M0.01%Share
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO88,350$10.7M0.01%Share
12Sunbelt Securities, Inc.191$9.0M0.00%Share
13Triumph Capital Management105$5.0M0.00%Share
14LPL Financial LLC87,321$4.0M0.00%Share
15UBS Group AG99$4.0M0.00%Share
16Institute for Wealth Management, LLC.57,451$2.8M0.30%Share
17MORGAN STANLEY43,632$2.0M0.00%Share
18TRUIST FINANCIAL CORP6,337$309K0.00%Share
19Atlantic Union Bankshares Corp729$35K0.00%Share
20Plante Moran Financial Advisors, LLC360$17K0.00%Share
21EVOLUTION WEALTH MANAGEMENT INC.69$3K0.00%Share
22MORGAN STANLEY1$00.00%Share
23OSAIC HOLDINGS, INC.4,500$00.00%Share
24OSAIC HOLDINGS, INC.5,490$00.00%Share
25WELLS FARGO & COMPANY/MN0$00.00%Share
26ROYAL BANK OF CANADA435$00.00%Share
27BANK OF MONTREAL /CAN/7,518$00.00%Share
28BANK OF MONTREAL /CAN/1,810$00.00%Share
29DHJJ Financial Advisors, Ltd.3$00.00%Share
30MORGAN STANLEY2,160$00.00%Share
31Global Retirement Partners, LLC321$00.00%Share
32ENVESTNET ASSET MANAGEMENT INC4,231$00.00%Share
33MAI Capital Management3,027$00.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC14,151$00.00%Share
35NATIONAL BANK OF CANADA /FI/1,800$00.00%Share
36Creative Planning4,520$00.00%Share
37Steward Partners Investment Advisory, LLC570$00.00%Share
38CITADEL ADVISORS LLC6,585$00.00%Share
39ROTHSCHILD INVESTMENT LLC3,000$00.00%Share
40Clearstead Advisors, LLC1,680$00.00%Share
41GLENMEDE TRUST CO NA2,441$00.00%Share
42FMR LLC1,880$00.00%Share
43BANK OF AMERICA CORP /DE/1,989$00.00%Share
44JONES FINANCIAL COMPANIES LLLP4,413$00.00%Share
45Smartleaf Asset Management LLC135$00.00%Share
46UMB Bank, n.a.2,328$00.00%Share
47JPMORGAN CHASE & CO1,110$00.00%Share
48GOLDMAN SACHS GROUP INC10,999$00.00%Share

BMVP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$2.0B+16
Q3 202526$8.3B-12
Q2 202538$17.4B-5
Q1 202543$21.3B+5
Q4 202438$24.9B+6
Q3 202432$4.8T-2
Q2 202434$213.1B+3
Q1 202431$545.9T—

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As of Q4 2025, 48 institutional investors hold BMVP (Invesco Bloomberg MVP Multi-factor ETF). The largest holder is UBS Group AG with $997.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BMVP?

As of Q4 2025, 48 institutional investors report holding BMVP (Invesco Bloomberg MVP Multi-factor ETF) in their 13F filings.

Who is the largest institutional holder of BMVP?

The largest institutional holder of BMVP is UBS Group AG with $997.0M in shares.

Is institutional ownership of BMVP increasing or decreasing?

This quarter, 15 institutions opened new positions in BMVP and 4 closed their positions.