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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 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% less ownership

Funds ownership: 52.75% → 51.43% (-1.3%)

4% less funds holding

Funds holding: 69 → 66 (-3)

7% less capital invested

Capital invested by funds: $108M → $100M (-$7.72M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.16M
2
IMC Chicago
IMC Chicago
Illinois
+$1.09M
3
SPC
Sigma Planning Corp
Michigan
+$396K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$373K
5
Osaic Holdings
Osaic Holdings
Arizona
+$265K

Top Sellers

1
GM
GeoWealth Management
Illinois
-$6.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
3
1WM
1900 Wealth Management
Texas
-$1.25M
4
Creative Planning
Creative Planning
Kansas
-$1.15M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$588K +$155K +2,018 +36%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$549K – – –
MA
28
MONECO Advisors
Connecticut
$542K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$534K -$347K -4,519 -40%
LFAS
30
Level Four Advisory Services
Texas
$445K -$25.6K -333 -5%
TRCT
31
Tower Research Capital (TRC)
New York
$440K +$115K +1,497 +36%
AWM
32
AE Wealth Management
Kansas
$435K -$15.8K -206 -4%
CWM
33
Castle Wealth Management
Florida
$435K – – –
SPC
34
Sigma Planning Corp
Michigan
$400K +$396K +5,152 New
UBS Group
35
UBS Group
Switzerland
$390K -$56.7K -737 -13%
FFN
36
Focus Financial Network
Minnesota
$379K -$1.38K -18 -0.4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$369K -$1.07M -13,860 -74%
AA
38
Advisory Alpha
Michigan
$363K – – –
PAG
39
Private Advisor Group
New Jersey
$306K +$7.84K +102 +3%
SFS
40
Symphony Financial Services
Ohio
$300K +$296K +3,852 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$297K -$4.61K -60 -2%
AAS
42
Ameritas Advisory Services
Nebraska
$246K – – –
CWM
43
Connecticut Wealth Management
Connecticut
$243K – – –
BWM
44
BCS Wealth Management
Tennessee
$241K – – –
CA
45
Calton & Associates
Florida
$208K -$12.8K -166 -6%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$199K -$144K -1,877 -42%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$151K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$132K – – –
EWA
49
EverSource Wealth Advisors
Alabama
$123K – – –
SAM
50
S.A. Mason
Michigan
$113K – – –
1
2
3

POWA Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q2 2024, worth a combined $100M — down 7.1% from $108M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of POWA and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $6.16M. The largest seller was GeoWealth Management, exiting entirely with an estimated $6.68M sold.

  • 66 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $100M of Invesco Bloomberg Pricing Power ETF stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q2 2024 and 7 closed out, a net change of -2 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q2 2024 was LPL Financial, an estimated $6.16M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q2 2024 was GeoWealth Management, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2024.