Morgan Stanley
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Morgan Stanley’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Morgan Stanley’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Sell
45,284
-509
-1% -$26.1K ﹤0.01% 4685
2025
Q4 		$2.24M Sell
45,793
-322
-0.7% -$15.7K ﹤0.01% 4733
2025
Q3 		$2.26M Buy
46,115
+1,656
+4% +$80.4K ﹤0.01% 4699
2025
Q2 		$2.15M Sell
44,459
-8,020
-15% -$377K ﹤0.01% 4655
2025
Q1 		$2.5M Buy
52,479
+1,445
+3% +$69.4K ﹤0.01% 4462
2024
Q4 		$2.39M Buy
51,034
+4,628
+10% +$226K ﹤0.01% 4577
2024
Q3 		$2.24M Buy
46,406
+1,072
+2% +$49.4K ﹤0.01% 4564
2024
Q2 		$2M Buy
45,334
+415
+0.9% +$18.2K ﹤0.01% 4571
2024
Q1 		$2.04M Sell
44,919
-48,035
-52% -$2.04M ﹤0.01% 4561
2023
Q4 		$3.77M Buy
92,954
+45,429
+96% +$1.72M ﹤0.01% 4543
2023
Q3 		$1.75M Sell
47,525
-4,339
-8% -$167K ﹤0.01% 4474
2023
Q2 		$2.01M Buy
51,864
+6,084
+13% +$224K ﹤0.01% 4423
2023
Q1 		$1.69M Sell
45,780
-819
-2% -$29.6K ﹤0.01% 4560
2022
Q4 		$1.61M Buy
46,599
+4,296
+10% +$152K ﹤0.01% 4584
2022
Q3 		$1.35M Sell
42,303
-1,122
-3% -$38.1K ﹤0.01% 4689
2022
Q2 		$1.37M Sell
43,425
-2,616
-6% -$90.7K ﹤0.01% 4810
2022
Q1 		$1.76M Sell
46,041
-1,182
-3% -$44.9K ﹤0.01% 4606
2021
Q4 		$1.98M Buy
47,223
+1,161
+3% +$47.6K ﹤0.01% 4592
2021
Q3 		$1.82M Buy
46,062
+2,892
+7% +$118K ﹤0.01% 4647
2021
Q2 		$1.76M Buy
43,170
+198
+0.5% +$8K ﹤0.01% 4729
2021
Q1 		$1.66M Buy
42,972
+507
+1% +$19.4K ﹤0.01% 4400
2020
Q4 		$1.5M Sell
42,465
-13,740
-24% -$459K ﹤0.01% 4395
2020
Q3 		$1.75M Sell
56,205
-366
-0.6% -$11.5K ﹤0.01% 3773
2020
Q2 		$1.67M Sell
56,571
-23,007
-29% -$634K ﹤0.01% 3766
2020
Q1 		$1.95M Buy
79,578
+3,033
+4% +$92.5K ﹤0.01% 3390
2019
Q4 		$2.52M Buy
76,545
+10,668
+16% +$343K ﹤0.01% 3855
2019
Q3 		$2.08M Buy
65,877
+120
+0.2% +$3.85K ﹤0.01% 3748
2019
Q2 		$2.15M Sell
65,757
-528
-0.8% -$17K ﹤0.01% 3718
2019
Q1 		$2.13M Sell
66,285
-5,250
-7% -$166K ﹤0.01% 3532
2018
Q4 		$2.1M Buy
71,535
+7,773
+12% +$248K ﹤0.01% 3726
2018
Q3 		$2.26M Buy
63,762
+12,009
+23% +$417K ﹤0.01% 3909
2018
Q2 		$1.74M Buy
51,753
+1,944
+4% +$64.7K ﹤0.01% 4206
2018
Q1 		$1.59M Sell
49,809
-5,742
-10% -$188K ﹤0.01% 4208
2017
Q4 		$1.76M Sell
55,551
-1,593
-3% -$49.7K ﹤0.01% 4129
2017
Q3 		$1.73M Buy
57,144
+123
+0.2% +$3.6K ﹤0.01% 4019
2017
Q2 		$1.63M Sell
57,021
-3,483
-6% -$98.1K ﹤0.01% 3980
2017
Q1 		$1.7M Sell
60,504
-1,956
-3% -$53.7K ﹤0.01% 3955
2016
Q4 		$1.68M Buy
62,460
+2,280
+4% +$59.1K ﹤0.01% 4075
2016
Q3 		$1.52M Sell
60,180
-2,154
-3% -$53.2K ﹤0.01% 3728
2016
Q2 		$1.49M Sell
62,334
-32,784
-34% -$782K ﹤0.01% 3670
2016
Q1 		$2.28M Sell
95,118
-26,295
-22% -$596K ﹤0.01% 3243
2015
Q4 		$2.96M Sell
121,413
-8,790
-7% -$217K ﹤0.01% 3153
2015
Q3 		$3.03M Buy
130,203
+23,898
+22% +$591K ﹤0.01% 3117
2015
Q2 		$2.69M Sell
106,305
-6,549
-6% -$166K ﹤0.01% 3343
2015
Q1 		$2.87M Sell
112,854
-30,483
-21% -$754K ﹤0.01% 3243
2014
Q4 		$3.53M Sell
143,337
-143,328
-50% -$3.43M ﹤0.01% 3048
2014
Q3 		$6.87M Buy
286,665
+22,236
+8% +$539K ﹤0.01% 2350
2014
Q2 		$6.43M Buy
264,429
+104,928
+66% +$2.49M ﹤0.01% 2441
2014
Q1 		$3.79M Buy
159,501
+34,701
+28% +$793K ﹤0.01% 2839
2013
Q4 		$2.84M Buy
124,800
+4,395
+4% +$95.3K ﹤0.01% 3103
2013
Q3 		$2.43M Buy
120,405
+3,282
+3% +$65.1K ﹤0.01% 3069
2013
Q2 		$2.19M Buy
+117,123
New +$2.21M ﹤0.01% 3084

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Morgan Stanley's BMVP Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 1.1% in Q1 2026, selling an estimated $26.1K and leaving 45,284 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4685.

Morgan Stanley first reported a position in BMVP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.87M in Q3 2014. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

  • Morgan Stanley held 45,284 shares of Invesco Bloomberg MVP Multi-factor ETF worth $2.26M as of Q1 2026.
  • Morgan Stanley sold 509 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $26.1K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4685 holding.
  • Morgan Stanley first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco Bloomberg MVP Multi-factor ETF position peaked at $6.87M in Q3 2014.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.