Invesco Bloomberg Pricing Power ETF
POWA
33 hedge funds and large institutions have $50.3M invested in Invesco Bloomberg Pricing Power ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 10 closing their positions.
10.66% less ownership
Funds ownership: 38.45% → 27.8% (-11%)
13% less funds holding
Funds holding: 38 → 33 (-5)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
31% less capital invested
Capital invested by funds: $72.4M → $50.3M (-$22.2M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$724K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$420K |
| 3 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$264K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$235K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$19.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$963K |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$516K |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
-$376K |
POWA Hedge Fund Activity: Q1 2018 in Review
33 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q1 2018, worth a combined $50.3M — down 31% from $72.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of POWA and 5 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $724K. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $19.6M sold.
- 33 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q1 2018, down from 38 in Q4 2017.
- Funds reported $50.3M of Invesco Bloomberg Pricing Power ETF stock for Q1 2018, down 31% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q1 2018 and 10 closed out, a net change of -5 holders.
- The largest Invesco Bloomberg Pricing Power ETF buyer in Q1 2018 was LPL Financial, an estimated $724K added.
- The largest Invesco Bloomberg Pricing Power ETF seller in Q1 2018 was BerganKDV Wealth Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2018.