We are live on ! Find out more
POWA icon

Invesco Bloomberg Pricing Power ETF

58 hedge funds and large institutions have $93.9M invested in Invesco Bloomberg Pricing Power ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

14% more funds holding

Funds holding: 5158 (+7)

4% more capital invested

Capital invested by funds: $90.7M → $93.9M (+$3.24M)

4.47% less ownership

Funds ownership: 44.38%39.92% (-4.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
14
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFM
1
Jackson Financial Management
California
$19.1M -$48K -937 -0.3%
BWM
2
BerganKDV Wealth Management
Minnesota
$16.9M -$2.81M -54,941 -15%
CWM
3
Connecticut Wealth Management
Connecticut
$7.88M +$7.62M +148,920 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.55M -$69.8K -1,364 -1%
BAM
5
Bruderman Asset Management
New York
$4.55M +$4.41M +86,103 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.91M +$160K +3,123 +6%
Bank of America
7
Bank of America
North Carolina
$2.88M -$1.52M -29,664 -35%
VAS
8
Valicenti Advisory Services
New York
$2.45M +$2.38M +46,417 New
LPL Financial
9
LPL Financial
California
$2.45M -$7.22M -141,119 -75%
NA
10
NewEdge Advisors
Louisiana
$2.27M +$1.6M +31,308 +268%
Jane Street
11
Jane Street
New York
$2.23M +$2.16M +42,150 New
Morgan Stanley
12
Morgan Stanley
New York
$2.21M +$210K +4,096 +11%
FF
13
Fluent Financial
Texas
$2.08M -$189K -3,685 -9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.72M -$152K -2,960 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$1.57M +$1.52M +29,633 New
PSF
16
Pacific Sun Financial
California
$1.5M +$1.45M +28,423 New
US Bancorp
17
US Bancorp
Minnesota
$1.26M +$426K +8,330 +54%
AG
18
Advisor Group
Arizona
$1.21M -$33.2K -648 -3%
Wells Fargo
19
Wells Fargo
California
$989K -$241K -4,703 -20%
IAS
20
IMA Advisory Services
Colorado
$926K -$56.9K -1,112 -6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$874K +$280K +5,472 +49%
Lido Advisors
22
Lido Advisors
California
$747K -$15.4K -300 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$743K +$129K +2,525 +22%
MML Investors Services
24
MML Investors Services
Massachusetts
$675K +$105K +2,060 +19%
Ameriprise
25
Ameriprise
Minnesota
$664K -$58.9K -1,150 -8%

POWA Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q2 2019, worth a combined $93.9M — up 3.6% from $90.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new POWA positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $7.62M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $12.8M sold.

  • 58 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q2 2019, up from 51 in Q1 2019.
  • Funds reported $93.9M of Invesco Bloomberg Pricing Power ETF stock for Q2 2019, up 3.6% quarter-over-quarter.
  • 14 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q2 2019 and 7 closed out, a net change of +7 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q2 2019 was Connecticut Wealth Management, an estimated $7.62M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q2 2019 was Rainey & Randall Wealth Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2019.