INVESCO EXCHANGE-TRADED FUND TRUST - BMVP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 84,763 | 4,228 | 0.0% | 0.0% | 1 | -2,558 | -2.93% | Q1 2026 | May 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 56,973 | 2,842 | 0.3% | 0.3% | 2 | -478 | -0.83% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 45,284 | 2,259 | 0.0% | 0.0% | 3 | -509 | -1.11% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 16,773 | 836 | 0.0% | — | 4 | +16,773 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,207 | 758 | 0.0% | 0.0% | 5 | +1,056 | 7.46% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,016 | 599 | 0.0% | 0.0% | 6 | +1,017 | 9.25% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,968 | 497 | 0.0% | 0.0% | 7 | -22 | -0.22% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,310 | 414 | 0.0% | 0.0% | 8 | -1,018 | -10.91% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,239 | 311 | 0.0% | 0.0% | 9 | -98 | -1.55% | Q1 2026 | Apr 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,021 | 300 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 5,906 | 294 | 0.03% | 0.03% | 11 | +8 | 0.14% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 5,187 | 258 | 0.0% | — | 12 | +5,187 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 5,149 | 256 | 0.0% | 0.0% | 13 | -15,705 | -75.31% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | No change | 4,520 | 225 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,524 | 174 | 0.0% | 0.0% | 15 | -889 | -20.15% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 3,027 | 151 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,000 | 149 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 2,141 | 106 | 0.0% | 0.0% | 18 | -300 | -12.29% | Q1 2026 | May 26, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,920 | 95 | 0.05% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | No change | 1,880 | 93 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,800 | 89 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,680 | 83 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,243 | 62 | 0.0% | 0.0% | 23 | +5 | 0.4% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,110 | 54 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,000 | 49 | 0.0% | 0.0% | 25 | -1,328 | -57.04% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 727 | 36 | 0.01% | 0.01% | 27 | +3 | 0.41% | Q1 2026 | Apr 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 729 | 36 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 552 | 27 | 0.01% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 498 | 24 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 435 | 22 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 360 | 17 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 321 | 15 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 275 | 13 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 259 | 12 | 0.0% | — | 35 | +259 | New | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 240 | 11 | 0.0% | 0.0% | 36 | -330 | -57.89% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 191 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 105 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 69 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,585 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,416 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,231 | -100.0% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,989 | -100.0% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |