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Invesco Bloomberg Pricing Power ETF

72 hedge funds and large institutions have $117M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.64% less ownership

Funds ownership: 59.48%51.84% (-7.6%)

8% less funds holding

Funds holding: 7872 (-6)

44% less capital invested

Capital invested by funds: $207M → $117M (-$90.6M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

68% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 28

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BCS Wealth Management
Tennessee
$222K
AAS
52
Ameritas Advisory Services
Nebraska
$215K
CA
53
Calton & Associates
Florida
$207K
GRP
54
Global Retirement Partners
California
$149K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$107K
SAM
56
S.A. Mason
Michigan
$97.6K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$88.3K -$1.95K -29 -2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$79K +$30.2K +450 +65%
IA
59
IFP Advisors
Florida
$52.3K -$3.96K -59 -7%
PA
60
Parallel Advisors
California
$40.9K
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$32K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$28.2K
ACA
63
Aptus Capital Advisors
Alabama
$22.6K
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.6K
PFG
65
Piershale Financial Group
Illinois
$19K
PTC
66
Private Trust Company
Ohio
$12.4K
AAP
67
Arax Advisory Partners
Colorado
$8.1K +$7.86K +117 New
SC
68
Stephens Consulting
Michigan
$7.27K
SCA
69
Stonebridge Capital Advisors
Minnesota
$3.05K -$6.58K -98 -69%
PCA
70
Providence Capital Advisors
North Carolina
$2.98K
Citigroup
71
Citigroup
New York
$1.39K
NFSG
72
Newbridge Financial Services Group
Florida
$346
Financial Engines Advisors
73
Financial Engines Advisors
California
-$9.62M -143,021 Closed
GCM
74
G2 Capital Management
Ohio
-$1.64M -24,346 Closed
MCC
75
Money Concepts Capital
Florida
-$102K -19,801 Closed

POWA Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q2 2023, worth a combined $117M — down 44% from $207M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of POWA and 5 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $4.35M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $75M sold.

  • 72 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q2 2023, down from 78 in Q1 2023.
  • Funds reported $117M of Invesco Bloomberg Pricing Power ETF stock for Q2 2023, down 44% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q2 2023 and 11 closed out, a net change of -6 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q2 2023 was LPL Financial, an estimated $4.35M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $75M sold.

Based on aggregated 13F filings for Q2 2023.