Invesco Bloomberg Pricing Power ETF
POWA
43 hedge funds and large institutions have $76.2M invested in Invesco Bloomberg Pricing Power ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more capital invested
Capital invested by funds: $56.2M → $76.2M (+$20M)
10% more funds holding
Funds holding: 39 → 43 (+4)
6.47% more ownership
Funds ownership: 32.62% → 39.09% (+6.5%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$12.5M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$4.52M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$298K |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$282K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$944K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$322K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$233K |
| 4 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$105K |
| 5 |
JFM
Jackson Financial Management
Costa Mesa,
California
|
-$104K |
POWA Hedge Fund Activity: Q3 2018 in Review
43 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q3 2018, worth a combined $76.2M — up 36% from $56.2M 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 14 trimmed.
The largest buyer was Rainey & Randall Wealth Advisors, opening a new position worth an estimated $12.5M. The largest seller was BerganKDV Wealth Management, cutting an estimated $944K.
- 43 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q3 2018, up from 39 in Q2 2018.
- Funds reported $76.2M of Invesco Bloomberg Pricing Power ETF stock for Q3 2018, up 36% quarter-over-quarter.
- 9 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q3 2018 and 4 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Pricing Power ETF buyer in Q3 2018 was Rainey & Randall Wealth Advisors, an estimated $12.5M added.
- The largest Invesco Bloomberg Pricing Power ETF seller in Q3 2018 was BerganKDV Wealth Management, an estimated $944K sold.
Based on aggregated 13F filings for Q3 2018.