William Blair & Company
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William Blair & Company’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

William Blair & Company’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
2024
Q3 		– Sell
-990
Closed -$43.6K – 1831
2024
Q2 		$43.6K Hold
990
– – ﹤0.01% 1621
2024
Q1 		$45K Sell
990
-225
-19% -$9.55K ﹤0.01% 1607
2023
Q4 		$49.2K Buy
1,215
+225
+23% +$8.51K ﹤0.01% 1581
2023
Q3 		$36.4K Hold
990
– – ﹤0.01% 1620
2023
Q2 		$38.3K Hold
990
– – ﹤0.01% 1627
2023
Q1 		$36.5K Hold
990
– – ﹤0.01% 1618
2022
Q4 		$34.3K Hold
990
– – ﹤0.01% 1623
2022
Q3 		$32K Hold
990
– – ﹤0.01% 1647
2022
Q2 		$31K Hold
990
– – ﹤0.01% 1680
2022
Q1 		$38K Hold
990
– – ﹤0.01% 1741
2021
Q4 		$41K Hold
990
– – ﹤0.01% 1793
2021
Q3 		$39K Hold
990
– – ﹤0.01% 1706
2021
Q2 		$40K Sell
990
-300
-23% -$12.1K ﹤0.01% 1715
2021
Q1 		$50K Sell
1,290
-1,806
-58% -$69.2K ﹤0.01% 1663
2020
Q4 		$109K Hold
3,096
– – ﹤0.01% 1538
2020
Q3 		$97K Hold
3,096
– – ﹤0.01% 1429
2020
Q2 		$91K Buy
3,096
+990
+47% +$27.3K ﹤0.01% 1385
2020
Q1 		$52K Hold
2,106
– – ﹤0.01% 1384
2019
Q4 		$69K Hold
2,106
– – ﹤0.01% 1454
2019
Q3 		$67K Hold
2,106
– – ﹤0.01% 1425
2019
Q2 		$69K Buy
2,106
+816
+63% +$26.3K ﹤0.01% 1459
2019
Q1 		$41K Hold
1,290
– – ﹤0.01% 1493
2018
Q4 		$38K Buy
1,290
+300
+30% +$9.59K ﹤0.01% 1422
2018
Q3 		$35K Hold
990
– – ﹤0.01% 1490
2018
Q2 		$33K Sell
990
-300
-23% -$9.99K ﹤0.01% 1458
2018
Q1 		$41K Buy
+1,290
New +$42.2K ﹤0.01% 1367

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

William Blair & Company's BMVP Position: Q3 2024 in Review

William Blair & Company sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2024, closing a stake of 990 shares — an estimated $43.6K sold.

William Blair & Company first reported a position in BMVP in Q1 2018 and held it in 26 quarters. The position peaked at $109K in Q4 2020. 43 funds tracked by Wall St. Rank hold BMVP as of Q3 2024.

  • William Blair & Company reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2024 after selling out during the quarter.
  • William Blair & Company sold 990 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2024, an estimated $43.6K.
  • William Blair & Company first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2018 and held it in 26 quarters.
  • William Blair & Company's Invesco Bloomberg MVP Multi-factor ETF position peaked at $109K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2024.

Based on William Blair & Company's 13F filing for Q3 2024, filed 12 Nov 2024.