Invesco Bloomberg MVP Multi-factor ETF is an exchange-traded fund on ARCA. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $15.8M. LPL Financial LLC is the largest holder with a position valued at $4.4M.
Overview of institutional ownership in BMVP as of Q3 2025
Institutions with the largest positions in BMVP as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $4.4M 0.00% of portfolio |
Institute for Wealth Management, LLC. RIA/Wealth | $2.9M 0.30% of portfolio |
MORGAN STANLEY RIA/Wealth | $2.3M 0.00% of portfolio |
UBS Group AG Institution | $1.1M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $695.6K 0.00% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $569.6K 0.00% of portfolio |
BANK OF MONTREAL /CAN/ Institution | $460.5K 0.00% of portfolio |
BB&T CORP Institution | $309.5K 0.00% of portfolio |
Evanson Asset Management, LLC RIA/Wealth | $295.2K 0.02% of portfolio |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | $288.1K 0.03% of portfolio |
Institutional buying and selling activity for BMVP in Q3 2025
| Institution | Net Bought |
|---|---|
BB&T CORP Institution | +$309.5K +6.3K shares |
GOLDMAN SACHS GROUP INC Institution | +$155.4K +3.2K shares |
Sontag Advisory, LLC RIA/Wealth | +$87.9K +1.8K shares |
UBS Group AG Institution | +$87.9K +1.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$86.5K +1.8K shares |
MORGAN STANLEY RIA/Wealth | +$81.2K +1.7K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$75.4K +1.5K shares |
FMR LLC Institution | +$53.0K +1.1K shares |
Sunbelt Securities, Inc. RIA/Wealth | +$9.3K +191.0 shares |
Triumph Capital Management RIA/Wealth | +$5.1K +105.0 shares |
| Institution | Net Sold |
|---|---|
Royal Harbor Partners, LLC RIA/Wealth | −$7.8M −162.3K shares |
L LPL Financial LLC Institution | −$237.7K −4.8K shares |
ENTREWEALTH, LLC RIA/Wealth | −$236.1K −4.9K shares |
A Austin Wealth Management, LLC RIA/Wealth | −$233.5K −4.9K shares |
Ridgewood Investments LLC RIA/Wealth | −$190.7K −3.9K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$71.1K −1.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$69.9K −1.4K shares |
BBR PARTNERS, LLC Family Office | −$60.8K −1.2K shares |
BANK OF MONTREAL /CAN/ Institution | −$15.9K −325.0 shares |
Plante Moran Financial Advisors, LLC RIA/Wealth | −$14.7K −300.0 shares |
Institutions that initiated new positions or completely exited BMVP in Q3 2025
| Institution | Position Value |
|---|---|
BB&T CORP Institution | $309.5K 6.3K shares |
Sontag Advisory, LLC RIA/Wealth | $87.9K 1.8K shares |
Sunbelt Securities, Inc. RIA/Wealth | $9.3K 191.0 shares |
Triumph Capital Management RIA/Wealth | $5.1K 105.0 shares |
| Institution | Previous Position |
|---|---|
Royal Harbor Partners, LLC RIA/Wealth | $7.8M 162.3K shares |
ENTREWEALTH, LLC RIA/Wealth | $236.1K 4.9K shares |
A Austin Wealth Management, LLC RIA/Wealth | $233.5K 4.9K shares |
Ridgewood Investments LLC RIA/Wealth | $190.7K 3.9K shares |
B Beacon Capital Management, LLC RIA/Wealth | $71.1K 1.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $69.9K 1.4K shares |
Institutions with the largest Call and Put options positions in BMVP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BMVP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Institute for Wealth Management, LLC. RIA/Wealth | 0.30% $2.9M |
BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth | 0.04% $94.1K |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | 0.03% $288.1K |
Evanson Asset Management, LLC RIA/Wealth | 0.02% $295.2K |
Frazier Financial Advisors, LLC RIA/Wealth | 0.02% $27.1K |
BBR PARTNERS, LLC Family Office | 0.01% $242.6K |
Quaker Wealth Management, LLC RIA/Wealth | 0.01% $35.3K |
ROTHSCHILD INVESTMENT LLC RIA/Wealth | 0.01% $147.1K |
Rise Advisors, LLC RIA/Wealth | 0.01% $19.5K |
J J.W. COLE ADVISORS, INC. Institution | 0.00% $225.6K |
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