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Invesco Bloomberg Pricing Power ETF
POWA

66 hedge funds and large institutions have $100M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.37% less ownership

Funds ownership: 51.84% → 50.46% (-1.4%)

8% less funds holding

Funds holding: 72 → 66 (-6)

14% less capital invested

Capital invested by funds: $117M → $100M (-$16.3M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$7.87M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.06M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.88M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$866K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.23M
2
Morgan Stanley
Morgan Stanley
New York
-$3.18M
3
Mariner
Mariner
Kansas
-$2.26M
4
1WM
1900 Wealth Management
Texas
-$1.18M
5
KAS
Kestra Advisory Services
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$653K -$2.26M -33,086 -77%
AAS
27
Avantax Advisory Services
Texas
$652K -$57.3K -838 -8%
HH
28
Hilltop Holdings
Texas
$648K +$676K +9,890 New
CS
29
Credit Suisse
Switzerland
$630K +$658K +9,620 New
TF
30
Trek Financial
Arizona
$623K – – –
CIA
31
Cascade Investment Advisors
Oregon
$582K +$20.5K +300 +3%
TRCT
32
Tower Research Capital (TRC)
New York
$541K +$171K +2,502 +43%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$507K +$3.35K +49 +0.6%
MA
34
MONECO Advisors
Connecticut
$452K -$26.1K -382 -5%
AWM
35
AE Wealth Management
Kansas
$444K -$4.1K -60 -0.9%
LFAS
36
Level Four Advisory Services
Texas
$413K – – –
CWM
37
Castle Wealth Management
Florida
$380K – – –
UBS Group
38
UBS Group
Switzerland
$371K +$4.38K +64 +1%
Goldman Sachs
39
Goldman Sachs
New York
$363K – – –
CA
40
Cetera Advisors
Colorado
$361K -$32.1K -470 -8%
FFN
41
Focus Financial Network
Minnesota
$354K -$183K -2,675 -33%
Wells Fargo
42
Wells Fargo
California
$353K -$37.9K -554 -9%
AA
43
Advisory Alpha
Michigan
$321K -$14.9K -218 -4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$290K – – –
CWM
45
Connecticut Wealth Management
Connecticut
$268K – – –
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$256K – – –
FSA
47
Financial Services Advisory
Maryland
$249K -$135K -1,974 -34%
PAG
48
Private Advisor Group
New Jersey
$245K – – –
BWM
49
BCS Wealth Management
Tennessee
$210K – – –
AAS
50
Ameritas Advisory Services
Nebraska
$208K – – –
1
2
3 4

POWA Hedge Fund Activity: Q3 2023 in Review

66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q3 2023, worth a combined $100M — down 14% from $117M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWA and 6 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 10 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $7.87M. The largest seller was LPL Financial, cutting an estimated $3.23M.

  • 66 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $100M of Invesco Bloomberg Pricing Power ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q3 2023 was Creative Planning, an estimated $7.87M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q3 2023 was LPL Financial, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2023.