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Invesco Bloomberg Pricing Power ETF
POWA

84 hedge funds and large institutions have $161M invested in Invesco Bloomberg Pricing Power ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $137M → $161M (+$23.8M)

8% more funds holding

Funds holding: 78 → 84 (+6)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0.64% more ownership

Funds ownership: 57.92% → 58.56% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
28
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.71M
2
LPL Financial
LPL Financial
California
+$4.94M
3
Amundi
Amundi
France
+$4.41M
4
Mariner
Mariner
Kansas
+$2.85M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.01M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$5.79M
2
MML Investors Services
MML Investors Services
Massachusetts
-$2.19M
3
AWM
AE Wealth Management
Kansas
-$1.56M
4
CWM
Centric Wealth Management
Illinois
-$1.27M
5
NA
NewEdge Advisors
Louisiana
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$12K – – –
MWM
77
MinichMacGregor Wealth Management
New York
$9.98K +$9.9K +150 New
SCA
78
Stonebridge Capital Advisors
Minnesota
$9.44K – – –
SC
79
Stephens Consulting
Michigan
$6.98K – – –
PCA
80
Providence Capital Advisors
North Carolina
$2.86K – – –
BFEC
81
Benjamin F. Edwards & Company
Missouri
$2K +$2.31K +35 New
NA
82
NewEdge Advisors
Louisiana
$812 -$889K -13,476 -54%
NFSG
83
Newbridge Financial Services Group
Florida
$333 +$330 +5 New
CWM
84
Centric Wealth Management
Illinois
– -$1.27M -21,104 Closed
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
– -$749 -11,126 Closed
SPC
86
Sigma Planning Corp
Michigan
– -$408K -6,772 Closed
PAG
87
Private Advisor Group
New Jersey
– -$249K -4,141 Closed
Creative Planning
88
Creative Planning
Kansas
– -$222K -3,688 Closed
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
– -$93K -1,547 Closed
RIA
90
Realta Investment Advisors
Delaware
– -$83K -1,379 Closed
M1FG
91
Mach-1 Financial Group
Arkansas
– -$73K -1,219 Closed
SSB
92
Sandy Spring Bank
Maryland
– -$54K -901 Closed
US Bancorp
93
US Bancorp
Minnesota
– -$25K -417 Closed
Citigroup
94
Citigroup
New York
– -$18K -292 Closed
JP Morgan Chase
95
JP Morgan Chase
New York
– +$198 +3 New
1 2 3
4

POWA Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q4 2022, worth a combined $161M — up 17% from $137M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POWA positions and 12 closed out — a net gain of 7 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.71M. The largest seller was Stratos Wealth Partners, cutting an estimated $5.79M.

  • 84 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q4 2022, up from 78 in Q3 2022.
  • Funds reported $161M of Invesco Bloomberg Pricing Power ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 19 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q4 2022 and 12 closed out, a net change of +7 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q4 2022 was Morgan Stanley, an estimated $6.71M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q4 2022 was Stratos Wealth Partners, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2022.