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Invesco Bloomberg MVP Multi-factor ETF

44 hedge funds and large institutions have $25.2M invested in Invesco Bloomberg MVP Multi-factor ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

56% more capital invested

Capital invested by funds: $16.1M → $25.2M (+$9.01M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6.68% more ownership

Funds ownership: 15.86%22.54% (+6.7%)

0% more funds holding

Funds holding: 4444 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
9
Reduced
3
Closed
4
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
RHP
1
Royal Harbor Partners
Texas
$7.86M +$7.92M +164,870 New
LPL Financial
2
LPL Financial
California
$4.71M +$187K +3,902 +4%
IFWM
3
Institute for Wealth Management
Colorado
$2.84M
Morgan Stanley
4
Morgan Stanley
New York
$2.5M +$69.4K +1,445 +3%
UBS Group
5
UBS Group
Switzerland
$1.11M -$96.1K -2,000 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$591K +$14.2K +295 +2%
Goldman Sachs
7
Goldman Sachs
New York
$403K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$392K +$395K +8,216 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$370K
Osaic Holdings
10
Osaic Holdings
Arizona
$346K +$212K +4,417 +155%
DQRIM
11
Dale Q Rice Investment Management
Washington
$297K +$299K +6,220 New
BP
12
BBR Partners
New York
$295K -$152K -3,174 -34%
EAM
13
Evanson Asset Management
California
$287K
VCM
14
Virtue Capital Management
Tennessee
$283K +$284K +5,913 New
MFWP
15
Mosaic Family Wealth Partners
Missouri
$281K
JWCA
16
J.W. Cole Advisors
Florida
$255K +$257K +5,351 New
E
17
EntreWealth
Texas
$233K
AWM
18
Austin Wealth Management
Texas
$225K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$218K
Creative Planning
20
Creative Planning
Kansas
$216K +$432 +9 +0.2%
RI
21
Ridgewood Investments
New Jersey
$188K +$240 +5 +0.1%
MCM
22
MAI Capital Management
Ohio
$144K
RIL
23
Rothschild Investment LLC
Illinois
$143K
GT
24
Glenmede Trust
Pennsylvania
$123K +$1.49K +31 +1%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$113K

BMVP Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2025, worth a combined $25.2M — up 56% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BMVP positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Royal Harbor Partners, opening a new position worth an estimated $7.92M. The largest seller was Cerity Partners, exiting entirely with an estimated $239K sold.

  • 44 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $25.2M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2025, up 56% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2025 was Royal Harbor Partners, an estimated $7.92M added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2025 was Cerity Partners, an estimated $239K sold.

Based on aggregated 13F filings for Q1 2025.