Who owns Invesco Bloomberg MVP Multi-factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BMVP from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 315,982 shares of Invesco Bloomberg MVP Multi-factor ETF worth $16.2M — about 16.9% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$16.2M
value, 2026 filers
16.9%
of shares outstanding (315,982 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BMVP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 83,565 | $4.3M | 0.0% | 4.5% | -1.4% |
| 2 | Institute for Wealth Management, LLC. | 56,975 | $2.9M | 0.3% | 3% | 0.0% |
| 3 | MORGAN STANLEY | 44,735 | $2.3M | 0.0% | 2.4% | -1.2% |
| 4 | RAYMOND JAMES FINANCIAL INC | 18,710 | $959,425 | 0.0% | 1% | +11.5% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 14,254 | $730,920 | 0.0% | 0.8% | -6.3% |
| 6 | GOLDMAN SACHS GROUP INC | 11,330 | $580,996 | 0.0% | 0.6% | -5.7% |
| 7 | OSAIC HOLDINGS, INC. | 9,972 | $511,388 | 0.0% | 0.5% | 0.0% |
| 8 | BANK OF MONTREAL /CAN/ | 8,310 | $426,132 | 0.0% | 0.4% | 0.0% |
| 9 | TRUIST FINANCIAL CORP | 6,360 | $326,137 | 0.0% | 0.3% | +1.9% |
| 10 | Evanson Financial, LLCNEW | 6,021 | $308,753 | 0.0% | 0.3% | new |
| 11 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 5,913 | $303,238 | 0.0% | 0.3% | +0.1% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 5,205 | $266,909 | 0.0% | 0.3% | new |
| 13 | WELLS FARGO & COMPANY/MN | 5,187 | $266,010 | 0.0% | 0.3% | 0.0% |
| 14 | UBS Group AG | 5,163 | $264,753 | 0.0% | 0.3% | +0.3% |
| 15 | Creative Planning | 4,520 | $231,778 | 0.0% | 0.2% | 0.0% |
| 16 | J.W. COLE ADVISORS, INC.NEW | 4,249 | $217,889 | 0.0% | 0.2% | new |
| 17 | JONES FINANCIAL COMPANIES LLLP | 3,277 | $167,913 | 0.0% | 0.2% | -7.0% |
| 18 | ROTHSCHILD INVESTMENT LLC | 3,000 | $153,838 | 0.0% | 0.2% | 0.0% |
| 19 | Clearstead Advisors, LLC | 2,957 | $151,628 | 0.0% | 0.2% | +76.0% |
| 20 | GLENMEDE TRUST CO NA | 2,130 | $109,225 | 0.0% | 0.1% | -0.5% |
| 21 | BELLEVUE ASSET MANAGEMENT, LLC | 1,920 | $98,456 | 0.0% | 0.1% | 0.0% |
| 22 | FMR LLC | 1,880 | $96,398 | 0.0% | 0.1% | 0.0% |
| 23 | NATIONAL BANK OF CANADA /FI/ | 1,800 | $92,178 | 0.0% | 0.1% | 0.0% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,249 | $64,047 | 0.0% | 0.1% | +0.5% |
| 25 | JPMORGAN CHASE & CONEW | 1,110 | $56,895 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.