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Invesco Bloomberg MVP Multi-factor ETF

40 hedge funds and large institutions have $15.4M invested in Invesco Bloomberg MVP Multi-factor ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% less ownership

Funds ownership: 16.14%15.54% (-0.6%)

3% less capital invested

Capital invested by funds: $15.9M → $15.4M (-$495K)

5% less funds holding

Funds holding: 4240 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.23M -$131K -2,558 -3%
IFWM
2
Institute for Wealth Management
Colorado
$2.84M -$24.5K -478 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$2.26M -$26.1K -509 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$837K +$859K +16,773 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$759K +$54.1K +1,056 +7%
Goldman Sachs
6
Goldman Sachs
New York
$599K +$52.1K +1,017 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$497K -$1.13K -22 -0.2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$415K -$52.1K -1,018 -11%
Truist Financial
9
Truist Financial
North Carolina
$311K -$5.02K -98 -2%
EAM
10
Evanson Asset Management
California
$300K
MFWP
11
Mosaic Family Wealth Partners
Missouri
$295K +$410 +8 +0.1%
Wells Fargo
12
Wells Fargo
California
$259K +$266K +5,187 New
UBS Group
13
UBS Group
Switzerland
$257K -$804K -15,705 -75%
Creative Planning
14
Creative Planning
Kansas
$225K
Jones Financial Companies
15
Jones Financial Companies
Missouri
$174K -$45.5K -889 -20%
MCM
16
MAI Capital Management
Ohio
$151K
RIL
17
Rothschild Investment LLC
Illinois
$150K
GT
18
Glenmede Trust
Pennsylvania
$107K -$15.4K -300 -12%
BAM
19
Bellevue Asset Management
Washington
$95.8K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$93.8K
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$89.8K
CA
22
Clearstead Advisors
Ohio
$83.8K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$62K +$256 +5 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$54.7K
UB
25
UMB Bank
Missouri
$49.9K -$68K -1,328 -57%