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Invesco Bloomberg Pricing Power ETF

68 hedge funds and large institutions have $120M invested in Invesco Bloomberg Pricing Power ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $97.7M → $120M (+$22.6M)

19% more funds holding

Funds holding: 5768 (+11)

3.97% more ownership

Funds ownership: 38.36%42.32% (+4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
28
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFM
1
Jackson Financial Management
California
$20M +$560K +10,234 +3%
BWM
2
BerganKDV Wealth Management
Minnesota
$12.4M -$633K -11,558 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10M +$9.25K +169 +0.1%
CWM
4
Connecticut Wealth Management
Connecticut
$8.26M -$75K -1,370 -0.9%
FEG
5
Financial Enhancement Group
Indiana
$7.74M +$7.6M +138,823 New
NA
6
NewEdge Advisors
Louisiana
$5.9M +$1.32M +24,170 +30%
Morgan Stanley
7
Morgan Stanley
New York
$5.22M +$2.59M +47,382 +103%
Bank of America
8
Bank of America
North Carolina
$4M +$685K +12,513 +21%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.68M +$151K +2,766 +4%
BAM
10
Bruderman Asset Management
New York
$3.13M -$451K -8,243 -13%
VAS
11
Valicenti Advisory Services
New York
$3.06M +$185K +3,388 +7%
LPL Financial
12
LPL Financial
California
$2.76M +$18.9K +346 +0.7%
CA
13
Cetera Advisors
Colorado
$2.54M +$2.5M +45,682 New
US Bancorp
14
US Bancorp
Minnesota
$2.38M +$318K +5,810 +16%
Citadel Advisors
15
Citadel Advisors
Florida
$2.28M +$2.24M +40,843 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.96M +$1.93M +35,231 New
BSAM
17
Blue Sky Asset Management
Colorado
$1.94M +$1.91M +34,870 New
AG
18
Advisor Group
Arizona
$1.92M +$598K +10,922 +47%
FF
19
Fluent Financial
Texas
$1.72M -$304K -5,547 -15%
PSF
20
Pacific Sun Financial
California
$1.64M +$6.57K +120 +0.4%
Wells Fargo
21
Wells Fargo
California
$1.45M +$468K +8,540 +49%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.33M -$499K -9,114 -28%
AF
23
Advisornet Financial
Minnesota
$1.17M +$215K +3,932 +23%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.09M +$57.9K +1,057 +6%
IAS
25
IMA Advisory Services
Colorado
$832K -$89.8K -1,641 -10%