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Invesco Bloomberg Pricing Power ETF

78 hedge funds and large institutions have $207M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

29% more capital invested

Capital invested by funds: $161M → $207M (+$46.3M)

0.92% more ownership

Funds ownership: 58.56%59.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 8478 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$732K +$5.49K +82 +0.8%
TF
27
Trek Financial
Arizona
$640K
FFN
28
Focus Financial Network
Minnesota
$610K -$1.67K -25 -0.3%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$587K -$3.88K -58 -0.7%
CIA
30
Cascade Investment Advisors
Oregon
$565K +$56.5K +845 +11%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$535K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$519K +$32.5K +485 +7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$499K -$1.03M -15,429 -68%
MA
34
MONECO Advisors
Connecticut
$498K -$20.1K -300 -4%
BAM
35
Belpointe Asset Management
Nevada
$480K -$196K -2,925 -29%
AWM
36
AE Wealth Management
Kansas
$458K +$11.2K +168 +3%
TRCT
37
Tower Research Capital (TRC)
New York
$456K +$311K +4,649 +219%
LFAS
38
Level Four Advisory Services
Texas
$424K
CA
39
Cetera Advisors
Colorado
$418K -$12.2K -183 -3%
CWM
40
Castle Wealth Management
Florida
$390K
FSA
41
Financial Services Advisory
Maryland
$378K +$126K +1,880 +50%
UBS Group
42
UBS Group
Switzerland
$376K +$86.7K +1,296 +30%
Goldman Sachs
43
Goldman Sachs
New York
$373K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$361K -$1.63M -24,309 -82%
AA
45
Advisory Alpha
Michigan
$354K +$7.29K +109 +2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$298K
CWM
47
Connecticut Wealth Management
Connecticut
$275K -$8.64M -129,075 -97%
PAG
48
Private Advisor Group
New Jersey
$252K +$250K +3,741 New
Citadel Advisors
49
Citadel Advisors
Florida
$242K +$241K +3,603 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$223K +$5.35K +80 +2%