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Invesco Bloomberg Pricing Power ETF

66 hedge funds and large institutions have $167M invested in Invesco Bloomberg Pricing Power ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $140M → $167M (+$27.5M)

4.36% more ownership

Funds ownership: 53.41%57.77% (+4.4%)

3% more funds holding

Funds holding: 6466 (+2)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$177K +$35.9K +625 +26%
UBS Group
52
UBS Group
Switzerland
$127K -$110K -1,920 -47%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$71K +$16.4K +286 +31%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$69K +$861 +15 +1%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$55K
JPLA
56
Joseph P. Lucia & Associates
New York
$38K +$37.3K +650 New
AWA
57
Arkadios Wealth Advisors
Georgia
$32K
APA
58
American Portfolios Advisors
New York
$23.8K
D
59
Diversified
Delaware
$17K +$17.2K +299 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$16K +$172 +3 +1%
AAP
61
Arax Advisory Partners
Colorado
$11K +$172 +3 +2%
ADL
62
Asset Dedication LLC
California
$10K
IAS
63
IMA Advisory Services
Colorado
$9K -$596K -10,377 -99%
GWM
64
Geneos Wealth Management
Colorado
$6K
BW
65
Bison Wealth
Georgia
$5K
JCM
66
Jacobi Capital Management
Pennsylvania
$3K +$2.93K +51 New
FF
67
Fluent Financial
Texas
-$1.8M -32,327 Closed
BAM
68
Bruderman Asset Management
New York
-$1.33M -23,896 Closed
DADC
69
D.A. Davidson & Co
Montana
-$235K -4,228 Closed
WCG
70
Weaver Consulting Group
California
-$10K -170 Closed

POWA Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q4 2020, worth a combined $167M — up 20% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWA positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Financial Enhancement Group, adding an estimated $1.95M. The largest seller was Cetera Advisors, cutting an estimated $2.67M.

  • 66 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $167M of Invesco Bloomberg Pricing Power ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 9 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q4 2020 was Financial Enhancement Group, an estimated $1.95M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q4 2020 was Cetera Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2020.