HolderBook

INVESCO EXCHANGE TRADED FD T (BMVP)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

41
Reporting holders
$16.2M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
LPL Financial LLC$4.3M83,5650.00%31q-1.4%-$61.4K
Institute for Wealth Management, LLC.$2.9M56,9750.26%31qHELD
MORGAN STANLEY$2.3M44,7350.00%33q-1.2%-$28.2K
RAYMOND JAMES FINANCIAL INC$959.4K18,7100.00%2q+11.5%+$99.3K
COMMONWEALTH EQUITY SERVICES, LLC$730.9K14,2540.00%31q-6.3%-$48.9K
GOLDMAN SACHS GROUP INC$581.0K11,3300.00%31q-5.7%-$35.2K
OSAIC HOLDINGS, INC.$511.4K9,9720.00%26qHELD
BANK OF MONTREAL /CAN/$426.1K8,3100.00%7qHELD
TRUIST FINANCIAL CORP$326.1K6,3600.00%4q+1.9%+$6.2K
Evanson Financial, LLC$308.8K6,0210.02%newFIRST
MOSAIC FAMILY WEALTH PARTNERS, LLC$303.2K5,9130.02%15qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$266.9K5,2050.00%newNEW
WELLS FARGO & COMPANY/MN$266.0K5,1870.00%2q-50.0%-$266.0K
UBS Group AG$264.8K5,1630.00%31qHELD
Creative Planning$231.8K4,5200.00%8qHELD
J.W. COLE ADVISORS, INC.$217.9K4,2490.00%newNEW
JONES FINANCIAL COMPANIES LLLP$167.9K3,2770.00%9q-7.0%-$12.7K
ROTHSCHILD INVESTMENT LLC$153.8K3,0000.01%11qHELD
Clearstead Advisors, LLC$151.6K2,9570.00%13q+76.0%+$65.5K
GLENMEDE TRUST CO NA$109.2K2,1300.00%9q-0.5%
BELLEVUE ASSET MANAGEMENT, LLC$98.5K1,9200.05%27qHELD
FMR LLC$96.4K1,8800.00%30qHELD
NATIONAL BANK OF CANADA /FI/$92.2K1,8000.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$64.0K1,2490.00%10qHELD
JPMORGAN CHASE & CO$56.9K1,1100.00%15qHELD
MERCER GLOBAL ADVISORS INC /ADV$40.9K7970.00%newNEW
Washington Trust Advisors, Inc.$39.8K7770.00%newNEW
Quaker Wealth Management, LLC$37.5K7300.01%6qHELD
Atlantic Union Bankshares Corp$37.4K7290.00%5qHELD
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$36.6K7130.01%5qHELD
Medallion Wealth Advisors, LLC$25.5K4980.01%7qHELD
ROYAL BANK OF CANADA$22.0K4350.00%5qHELD
Plante Moran Financial Advisors, LLC$18.5K3600.00%9qHELD
Global Retirement Partners, LLC$16.5K3210.00%14qHELD
AMERIFLEX GROUP, INC.$14.1K2750.01%3qHELD
Steward Partners Investment Advisory, LLC$12.3K2400.00%9qHELD
Smartleaf Asset Management LLC$6.9K1350.00%3qHELD
Triumph Capital Management$5.4K1050.00%3qHELD
EVOLUTION WEALTH MANAGEMENT INC.$3.5K690.00%3qHELD
SALEM INVESTMENT COUNSELORS INC$15430.00%2qHELD
DHJJ Financial Advisors, Ltd.$15430.00%12qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202641$16.2M315,9824370.0%
Q1 202642$15.7M315,41942100.0%
Q4 202543$16.0M326,6957490.0%
Q3 202541$15.9M323,8553870.0%
Q2 202544$23.7M490,1214390.0%
Q1 202546$25.2M527,5457640.1%
Q4 202444$16.1M344,2293630.0%
Q3 202443$15.4M319,7212760.0%
Q2 202444$15.3M347,0975490.0%
Q1 202441$20.1M442,4355770.0%
Q4 202338$15.6M384,12938100.0%
Q3 202339$13.4M363,11633410.0%
Q2 202339$14.9M137,3491470.0%
Q1 202341$15.3M138,84564110.0%
Q4 202240$18.2M174,9907970.0%
Q3 202234$18.5M193,5914590.0%
Q2 202230$17.9M189,8382580.0%
Q1 202232$22.1M191,6781740.0%
Q4 202135$26.1M207,77131130.0%
Q3 202132$22.5M189,5913850.0%
Q2 202135$23.3M191,0944680.0%
Q1 202136$24.7M213,85469100.0%
Q4 202033$21.2M200,32023130.0%
Q3 202036$29.2M312,35166100.0%
Q2 202032$28.2M318,8882970.0%
Q1 202033$23.6M321,16537100.0%
Q4 201937$28.8M291,02527110.0%
Q3 201937$32.9M346,73738130.0%
Q2 201938$32.6M332,35039130.0%
Q1 201941$29.7M314,17878110.0%
Q4 201836$27.8M314,8061100.0%