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Invesco Bloomberg Pricing Power ETF
POWA

69 hedge funds and large institutions have $108M invested in Invesco Bloomberg Pricing Power ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $101M → $108M (+$6.78M)

5% more funds holding

Funds holding: 66 → 69 (+3)

1.13% more ownership

Funds ownership: 51.62% → 52.75% (+1.1%)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
8
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.36M
2
FTDI
First Trust Direct Indexing
Massachusetts
+$1.22M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.06M
4
HH
Hilltop Holdings
Texas
+$951K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$888K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.8M
2
Creative Planning
Creative Planning
Kansas
-$2.26M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.25M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.15M
5
AAS
Avantax Advisory Services
Texas
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$152K +$37.7K +504 +35%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$134K +$36.8K +492 +41%
SAM
53
S.A. Mason
Michigan
$114K – – –
EWA
54
EverSource Wealth Advisors
Alabama
$113K +$113K +1,513 New
IA
55
IFP Advisors
Florida
$60.2K – – –
PA
56
Parallel Advisors
California
$46.3K – – –
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$34.8K -$1.05K -14 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$32.8K – – –
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$31.3K +$29.9K +400 New
ACA
60
Aptus Capital Advisors
Alabama
$25.6K – – –
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.6K – – –
PTC
62
Private Trust Company
Ohio
$14.1K – – –
HFS
63
Horizon Financial Services
North Carolina
$13.6K +$12.9K +173 New
CAM
64
Creekmur Asset Management
Illinois
$12.2K -$224 -3 -2%
Wells Fargo
65
Wells Fargo
California
$9.15K -$366K -4,890 -98%
AIC
66
Archer Investment Corporation
Indiana
$8.39K – – –
PCA
67
Providence Capital Advisors
North Carolina
$3.38K – – –
CA
68
CoreCap Advisors
Michigan
$3.3K +$3.14K +42 New
Citigroup
69
Citigroup
New York
$1.57K – – –
AAS
70
Avantax Advisory Services
Texas
– -$722K -9,970 Closed
WA
71
Win Advisors
Florida
– -$368K -5,081 Closed
FTUS
72
Flow Traders U.S.
New York
– -$219K -3,027 Closed
ASN
73
Advisory Services Network
Georgia
– -$88.9K -1,228 Closed
CIA
74
Cape Investment Advisory
Georgia
– -$14.5K -200 Closed
SC
75
Stephens Consulting
Michigan
– -$7.6K -105 Closed
1 2
3
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POWA Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q1 2024, worth a combined $108M — up 6.7% from $101M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new POWA positions and 7 closed out — a net gain of 3 holders — while 8 added to existing stakes and 29 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $6.36M. The largest seller was Morgan Stanley, cutting an estimated $3.8M.

  • 69 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $108M of Invesco Bloomberg Pricing Power ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 10 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q1 2024 was GeoWealth Management, an estimated $6.36M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.8M sold.

Based on aggregated 13F filings for Q1 2024.