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Invesco Bloomberg Pricing Power ETF

51 hedge funds and large institutions have $90.7M invested in Invesco Bloomberg Pricing Power ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

33% more capital invested

Capital invested by funds: $68.1M → $90.7M (+$22.6M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5.05% more ownership

Funds ownership: 39.33%44.38% (+5.1%)

2% more funds holding

Funds holding: 5051 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
19
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1
BerganKDV Wealth Management
Minnesota
$18.7M -$175K -3,663 -1%
JFM
2
Jackson Financial Management
California
$18.1M +$11.3M +236,808 +188%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$12.8M +$171K +3,584 +1%
LPL Financial
4
LPL Financial
California
$9.36M +$545K +11,412 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.31M +$322K +6,747 +7%
Bank of America
6
Bank of America
North Carolina
$4.2M +$1.43M +29,897 +55%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.6M +$153K +3,203 +7%
FF
8
Fluent Financial
Texas
$2.15M -$75K -1,570 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.89M -$139K -2,913 -7%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.77M -$22.5K -471 -1%
AG
11
Advisor Group
Arizona
$1.18M -$11.7K -245 -1%
Wells Fargo
12
Wells Fargo
California
$1.17M +$177K +3,711 +19%
IAS
13
IMA Advisory Services
Colorado
$930K -$140K -2,926 -14%
US Bancorp
14
US Bancorp
Minnesota
$772K +$660K +13,818 +839%
Lido Advisors
15
Lido Advisors
California
$721K
Ameriprise
16
Ameriprise
Minnesota
$685K +$32.6K +683 +5%
NA
17
NewEdge Advisors
Louisiana
$584K +$257K +5,391 +86%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$576K +$25.6K +537 +5%
CFA
19
Carroll Financial Associates
North Carolina
$564K +$97.1K +2,034 +22%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$552K +$28.9K +605 +6%
TF
21
Trek Financial
Arizona
$550K +$77.9K +1,632 +17%
MML Investors Services
22
MML Investors Services
Massachusetts
$534K +$511K +10,697 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$515K
ECM
24
ETrade Capital Management
Virginia
$439K -$5.25K -110 -1%
MA
25
MONECO Advisors
Connecticut
$413K +$2.87K +60 +0.7%