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Invesco Bloomberg Pricing Power ETF

64 hedge funds and large institutions have $140M invested in Invesco Bloomberg Pricing Power ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $101M → $140M (+$38.7M)

15.85% more ownership

Funds ownership: 37.56%53.41% (+16%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6364 (+1)

61% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 31

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$19.1M +$20.3M +369,924 New
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$13.2M +$13M +237,184 New
BWM
3
BerganKDV Wealth Management
Minnesota
$10.3M -$664K -12,126 -6%
LPL Financial
4
LPL Financial
California
$10M -$1.59M -29,090 -14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.8M +$152K +2,775 +2%
FEG
6
Financial Enhancement Group
Indiana
$8.79M +$2.38M +43,543 +38%
CWM
7
Connecticut Wealth Management
Connecticut
$7.78M
Bank of America
8
Bank of America
North Carolina
$6.54M +$152K +2,782 +2%
VAS
9
Valicenti Advisory Services
New York
$5.82M +$6.63K +121 +0.1%
KAS
10
Kestra Advisory Services
Texas
$3.54M +$3.49M +63,733 New
NA
11
NewEdge Advisors
Louisiana
$3.36M -$1.72M -31,473 -34%
US Bancorp
12
US Bancorp
Minnesota
$3.34M +$29.9K +545 +0.9%
CA
13
Cetera Advisors
Colorado
$2.87M +$79.9K +1,458 +3%
Morgan Stanley
14
Morgan Stanley
New York
$2.67M -$807K -14,740 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.54M -$231K -4,223 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.46M -$1.19M -21,658 -33%
HFS
17
Horizon Financial Services
North Carolina
$2.14M +$2.11M +38,478 New
JIP
18
Jaffetilchin Investment Partners
Florida
$2.12M +$2.09M +38,084 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.02M -$719K -13,126 -27%
FF
20
Fluent Financial
Texas
$1.8M -$46.1K -842 -3%
PSF
21
Pacific Sun Financial
California
$1.7M -$70.3K -1,284 -4%
CG
22
Caprock Group
Idaho
$1.52M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.36M -$1.26M -23,068 -49%
BAM
24
Bruderman Asset Management
New York
$1.33M -$11.2K -204 -0.8%
Goldman Sachs
25
Goldman Sachs
New York
$824K