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Invesco Bloomberg Pricing Power ETF
POWA

71 hedge funds and large institutions have $108M invested in Invesco Bloomberg Pricing Power ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 28 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

8% more capital invested

Capital invested by funds: $100M → $108M (+$8.15M)

8% more funds holding

Funds holding: 66 → 71 (+5)

1.41% more ownership

Funds ownership: 51.43% → 52.84% (+1.4%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.49M

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
28
Closed
4
Calls
–
Puts
$8.49M
Net Calls
-$8.49M
Net Calls Change
-$8.49M

Top Buyers

1
WA
Win Advisors
Florida
+$8.71M
2
HH
Hilltop Holdings
Texas
+$658K
3
IWM
IHT Wealth Management
Illinois
+$493K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$485K
5
SPC
Sigma Planning Corp
Michigan
+$289K

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
3
IMC Chicago
IMC Chicago
Illinois
-$1.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$769K
5
Creative Planning
Creative Planning
Kansas
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
S.A. Mason
Michigan
$123K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$85.7K +$81.6K +1,010 New
GRP
53
Global Retirement Partners
California
$76.4K – – –
IA
54
IFP Advisors
Florida
$60K -$47.3K -585 -45%
EWA
55
EverSource Wealth Advisors
Alabama
$51.8K -$73K -903 -60%
PA
56
Parallel Advisors
California
$50.1K – – –
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$38.1K – – –
GWSA
58
Global Wealth Strategies & Associates
Colorado
$28.9K +$27.5K +340 New
ACA
59
Aptus Capital Advisors
Alabama
$27.7K – – –
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.7K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$24.5K -$969 -12 -4%
JP Morgan Chase
62
JP Morgan Chase
New York
$18.3K +$17.4K +215 New
PTC
63
Private Trust Company
Ohio
$15.2K – – –
HFS
64
Horizon Financial Services
North Carolina
$14.7K – – –
US Bancorp
65
US Bancorp
Minnesota
$9.34K -$8.08K -100 -48%
CFD
66
Creative Financial Designs
Indiana
$4.92K +$4.69K +58 New
Jones Financial Companies
67
Jones Financial Companies
Missouri
$4.23K – – –
PCA
68
Providence Capital Advisors
North Carolina
$3.65K – – –
CA
69
CoreCap Advisors
Michigan
$3.56K – – –
CAM
70
Creekmur Asset Management
Illinois
$154 – – –
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$80 – – –
Wells Fargo
72
Wells Fargo
California
$8 – – –
IMC Chicago
73
IMC Chicago
Illinois
– -$1.1M -14,189 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– -$246K -3,166 Closed
CA
75
Calton & Associates
Florida
– -$208K -2,676 Closed
1 2
3
4

POWA Hedge Fund Activity: Q3 2024 in Review

71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q3 2024, worth a combined $108M — up 8.1% from $100M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWA positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $8.71M. The largest seller was LPL Financial, cutting an estimated $7.49M.

  • 71 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $108M of Invesco Bloomberg Pricing Power ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 9 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q3 2024 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q3 2024 was Win Advisors, an estimated $8.71M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q3 2024 was LPL Financial, an estimated $7.49M sold.

Based on aggregated 13F filings for Q3 2024.