13FBOX
INVESCO BLOOMBERG MVP MULTI-FACTOR ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO BLOOMBERG MVP MULTI-FACTOR ETF

BMVP
持有机构数
41
机构合计市值 (Q2 2026)
$1,620.3万
机构合计股数 (Q2 2026)
31.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.1万股
16 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.6万股
12 · 6 清仓 · ≈
⚖️ 净额
+5,888股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,620.3万
持有机构数
41
新买入
7
加仓
9
减仓
6
清仓
6
持股不变
19
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
<0.01%<0.01%#15$428.5万8.4万股$422.9万8.5万股-1,198股-1.41%减仓
Institute for Wealth Management, LLC.
0.26%0.3%#1$292.2万5.7万股$284.2万5.7万股+2股+0.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#27$229.4万4.5万股$226.1万4.6万股-1,380股-2.99%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$95.9万1.9万股$83.7万1.7万股+1,937股+11.55%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#16$73.1万1.4万股$75.9万1.5万股-953股-6.27%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#32$58.1万1.1万股$59.9万1.2万股-686股-5.71%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$51.1万9,972股$49.7万9,968股+4股+0.04%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#25$42.6万8,310股$41.5万8,310股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#21$32.6万6,360股$31.1万6,239股+121股+1.94%加仓
Evanson Financial, LLC
0.02%#4$30.9万6,021股$00股+6,021股新买入
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.02%0.03%#3$30.3万5,913股$29.5万5,906股+7股+0.12%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#37$26.7万5,205股$00股+5,205股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$26.6万5,187股$25.9万5,187股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#36$26.5万5,163股$25.7万5,149股+14股+0.27%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#26$23.2万4,520股$22.5万4,520股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#10$21.8万4,249股$00股+4,249股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#29$16.8万3,277股$17.4万3,524股-247股-7.01%减仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.01%0.01%#9$15.4万3,000股$15.0万3,000股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#13$15.2万2,957股$8.4万1,680股+1,277股+76.01%加仓
格伦米德信托GLENMEDE TRUST CO NA
<0.01%<0.01%#20$10.9万2,130股$10.7万2,141股-11股-0.51%减仓
BELLEVUE ASSET MANAGEMENT, LLC
0.05%0.05%#2$9.8万1,920股$9.6万1,920股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#38$9.6万1,880股$9.4万1,880股00.00%持仓不变
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#28$9.2万1,800股$9.0万1,800股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#35$6.4万1,249股$6.2万1,243股+6股+0.48%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#41$5.7万1,110股$5.5万1,110股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$4.1万797股$00股+797股新买入
Washington Trust Advisors, Inc.
<0.01%#11$4.0万777股$00股+777股新买入
Quaker Wealth Management, LLC
0.01%0.01%#5$3.7万730股$3.6万727股+3股+0.41%加仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#18$3.7万729股$3.6万729股00.00%持仓不变
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
0.01%#6$3.7万713股$00股+713股新买入
Medallion Wealth Advisors, LLC
0.01%0.01%#7$2.6万498股$2.5万498股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$2.2万435股$2.2万435股00.00%持仓不变
Plante Moran Financial Advisors, LLC
<0.01%<0.01%#17$1.8万360股$1.8万360股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#23$1.6万321股$00股+321股新买入
AMERIFLEX GROUP, INC.
0.01%0.01%#8$1.4万275股$1.4万275股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#30$1.2万240股$1.2万240股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#24$6,920135股$6,657135股00.00%持仓不变
Triumph Capital Management
<0.01%<0.01%#14$5,384105股$5,238105股00.00%持仓不变
EVOLUTION WEALTH MANAGEMENT INC.
<0.01%<0.01%#12$3,53869股$3,44269股00.00%持仓不变
SALEM INVESTMENT COUNSELORS INC
<0.01%<0.01%#39$1543股$1503股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#33$1543股$1503股00.00%持仓不变

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