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Invesco Bloomberg Pricing Power ETF

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: 6966 (-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
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