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Invesco Bloomberg MVP Multi-factor ETF
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Overview Fund Activity

42 hedge funds and large institutions have $23.6M invested in Invesco Bloomberg MVP Multi-factor ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
7
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$118K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$470K
3
Bank of America
3
Bank of America
North Carolina
$95.7K
4
Raymond James Financial
4
Raymond James Financial
Florida
$69.9K
5
AUB
5
Atlantic Union Bankshares
Virginia
$39.3K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15M
2
DQRIM
2
Dale Q Rice Investment Management
Washington
$0
3
VCM
3
Virtue Capital Management
Tennessee
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
RHP
1
Royal Harbor Partners
Texas
$7.85M 162,257 -2,613 -2%
LPL Financial
2
LPL Financial
California
$4.59M 94,835 -3,829 -4%
IFWM
3
Institute for Wealth Management
Colorado
$2.86M 59,203 -402 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$2.15M 44,459 -8,020 -15%
UBS Group
5
UBS Group
Switzerland
$1.02M 21,141 -2,211 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$601K 12,424 +34 +0.3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$470K 9,718 +1,960 +25%
Goldman Sachs
8
Goldman Sachs
New York
$409K 8,449 – –
BP
9
BBR Partners
New York
$299K 6,190 – –
EAM
10
Evanson Asset Management
California
$291K 6,021 – –
MFWP
11
Mosaic Family Wealth Partners
Missouri
$285K 5,898 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$242K 5,096 -2,167 -30%
E
13
EntreWealth
Texas
$236K 4,883 – –
AWM
14
Austin Wealth Management
Texas
$233K 4,883 – –
JWCA
15
J.W. Cole Advisors
Florida
$222K 4,585 -766 -14%
Creative Planning
16
Creative Planning
Kansas
$219K 4,520 – –
RI
17
Ridgewood Investments
New Jersey
$191K 3,943 +5 +0.1%
MCM
18
MAI Capital Management
Ohio
$146K 3,027 – –
RIL
19
Rothschild Investment LLC
Illinois
$145K 3,000 – –
Jones Financial Companies
20
Jones Financial Companies
Missouri
$138K 2,881 +481 +20%
GIM
21
Glenmede Investment Management
Pennsylvania
$118K 2,441 +2,441 New
UB
22
UMB Bank
Missouri
$113K 2,328 – –
Bank of America
23
Bank of America
North Carolina
$95.7K 1,978 +1,678 +559%
BAM
24
Bellevue Asset Management
Washington
$92.9K 1,920 – –
CA
25
Clearstead Advisors
Ohio
$81.2K 1,680 – –
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