Skip to content
Disclosery

BMVP INVESCO EXCHANGE TRADED FD T

Follow

BLOO MVP MUL ETF (fund)

46 managers (46 13F filers) reported a position in BMVP shares at 2025-03-31, 527,545 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
9
Reduced
4
Sold out
3
Shares held by filers
527,545

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Royal Harbor Partners, LLC164,870$7.86M3.05%new13F-HRTimeline
LPL Financial LLC98,664$4.71M<0.01%+3,90213F-HRTimeline
Institute for Wealth Management, LLC.59,605$2.84M0.37%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,479$2.5M<0.01%+1,44513F-HRTimelineGroup
UBS Group AGin group UBS Group AG23,352$1.11M<0.01%-2,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,390$591K<0.01%+29513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,449$403K<0.01%013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,216$392K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,758$370K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,263$346K<0.01%+4,41713F-HRTimelineGroup
Dale Q Rice Investment Management Ltd6,220$297K0.15%new13F-HRTimeline
BBR PARTNERS, LLC6,190$295K0.02%-3,17413F-HRTimeline
Evanson Asset Management, LLC6,021$287K0.02%013F-HRTimeline
Virtue Capital Management, LLC5,913$283K0.03%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$281K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,351$255K0.01%new13F-HRTimeline
ENTREWEALTH, LLC4,883$233K0.18%013F-HRTimeline
Austin Wealth Management, LLC4,883$225K0.05%013F-HRTimeline
Janney Montgomery Scott LLC4,575$218K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning4,520$216K<0.01%+913F-HRTimelineGroup
Ridgewood Investments LLC3,938$188K0.09%+513F-HRTimeline
MAI Capital Management3,027$144K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$143K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,572$123K<0.01%+3113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,400$113K<0.01%013F-HR/ATimelineGroup
UMB Bank, n.a.2,328$111K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC1,920$91.6K0.05%013F-HRTimeline
Clearstead Advisors, LLC1,680$80.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC1,470$70.1K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,222$58.3K<0.01%+613F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,077$51.4K<0.01%013F-HRTimeline
Sandy Spring Bank813$38.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC807$38.5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO750$35.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…570$27.2K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC552$26.3K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC498$23.8K0.01%013F-HRTimeline
Rise Advisors, LLC395$18.8K0.01%+213F-HRTimeline
Addison Advisors LLC300$14.3K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300$14.3K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.273$13K0.01%-69313F-HRTimeline
Tidemark, LLC147$7.01K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3$144<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$144<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%-94813F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.