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Invesco Bloomberg MVP Multi-factor ETF

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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RHP
1
Royal Harbor Partners
Texas
$7.85M -$126K -2,613 -2%
LPL Financial
2
LPL Financial
California
$4.59M -$185K -3,829 -4%
IFWM
3
Institute for Wealth Management
Colorado
$2.86M -$19.4K -402 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$2.15M -$388K -8,020 -15%
UBS Group
5
UBS Group
Switzerland
$1.02M -$107K -2,211 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$601K +$1.65K +34 +0.3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$470K +$94.8K +1,960 +25%
Goldman Sachs
8
Goldman Sachs
New York
$409K
BP
9
BBR Partners
New York
$299K
EAM
10
Evanson Asset Management
California
$291K
MFWP
11
Mosaic Family Wealth Partners
Missouri
$285K
Osaic Holdings
12
Osaic Holdings
Arizona
$242K -$103K -2,167 -30%
E
13
EntreWealth
Texas
$236K
AWM
14
Austin Wealth Management
Texas
$233K
JWCA
15
J.W. Cole Advisors
Florida
$222K -$37K -766 -14%
Creative Planning
16
Creative Planning
Kansas
$219K
RI
17
Ridgewood Investments
New Jersey
$191K +$242 +5 +0.1%
MCM
18
MAI Capital Management
Ohio
$146K
RIL
19
Rothschild Investment LLC
Illinois
$145K
Jones Financial Companies
20
Jones Financial Companies
Missouri
$138K +$23.1K +481 +20%
GIM
21
Glenmede Investment Management
Pennsylvania
$118K +$118K +2,441 New
UB
22
UMB Bank
Missouri
$113K
Bank of America
23
Bank of America
North Carolina
$95.7K +$81.1K +1,678 +559%
BAM
24
Bellevue Asset Management
Washington
$92.9K
CA
25
Clearstead Advisors
Ohio
$81.2K