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Invesco Bloomberg Pricing Power ETF

66 hedge funds and large institutions have $167M invested in Invesco Bloomberg Pricing Power ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $140M → $167M (+$27.5M)

4.36% more ownership

Funds ownership: 53.41%57.77% (+4.4%)

3% more funds holding

Funds holding: 6466 (+2)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
1
1900 Wealth Management
Texas
$29.5M +$11M +192,119 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.3M +$416K +7,257 +2%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$14.3M +$219K +3,817 +2%
FEG
4
Financial Enhancement Group
Indiana
$11.4M +$1.95M +33,933 +21%
BWM
5
BerganKDV Wealth Management
Minnesota
$10.8M -$159K -2,773 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.4M -$75.3K -1,312 -0.7%
LPL Financial
7
LPL Financial
California
$8.53M -$2.08M -36,159 -20%
CWM
8
Connecticut Wealth Management
Connecticut
$8.16M -$118K -2,054 -1%
VAS
9
Valicenti Advisory Services
New York
$6.17M -$21.9K -381 -0.4%
Bank of America
10
Bank of America
North Carolina
$5.9M -$1.03M -18,020 -15%
KAS
11
Kestra Advisory Services
Texas
$4.29M +$535K +9,324 +15%
US Bancorp
12
US Bancorp
Minnesota
$3.63M +$68.1K +1,187 +2%
NA
13
NewEdge Advisors
Louisiana
$2.6M -$947K -16,509 -27%
HFS
14
Horizon Financial Services
North Carolina
$2.28M +$6.03K +105 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$2.25M -$576K -10,037 -21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.15M -$452K -7,870 -18%
JIP
17
Jaffetilchin Investment Partners
Florida
$2.15M -$104K -1,816 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.09M -$56.4K -982 -3%
CG
19
Caprock Group
Idaho
$1.95M +$322K +5,610 +21%
Citadel Advisors
20
Citadel Advisors
Florida
$1.18M +$711K +12,392 +164%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$823K -$1.82M -31,757 -70%
CFA
22
Carroll Financial Associates
North Carolina
$808K
AWM
23
AE Wealth Management
Kansas
$773K +$202K +3,524 +37%
IA
24
Insight Advisors
Pennsylvania
$707K +$686K +11,953 New
LFAS
25
Level Four Advisory Services
Texas
$679K +$115 +2 +0%

POWA Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q4 2020, worth a combined $167M — up 20% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWA positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Financial Enhancement Group, adding an estimated $1.95M. The largest seller was Cetera Advisors, cutting an estimated $2.67M.

  • 66 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $167M of Invesco Bloomberg Pricing Power ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 9 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q4 2020 was Financial Enhancement Group, an estimated $1.95M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q4 2020 was Cetera Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2020.