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Invesco Bloomberg Pricing Power ETF

70 hedge funds and large institutions have $169M invested in Invesco Bloomberg Pricing Power ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $154M → $169M (+$14.6M)

1.19% more ownership

Funds ownership: 55.57%56.76% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 7370 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
25
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$23.8M -$2.73M -39,180 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M -$2.53M -36,302 -11%
LPL Financial
3
LPL Financial
California
$18.3M +$4.75M +68,095 +37%
BWM
4
BerganKDV Wealth Management
Minnesota
$14.3M -$60.8K -871 -0.4%
CWM
5
Connecticut Wealth Management
Connecticut
$9.73M +$698 +10 +0%
1WM
6
1900 Wealth Management
Texas
$9.28M -$1.24M -17,795 -12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.94M +$204K +2,921 +2%
Morgan Stanley
8
Morgan Stanley
New York
$6.79M +$3.39M +48,576 +110%
KAS
9
Kestra Advisory Services
Texas
$5.31M +$290K +4,150 +6%
Bank of America
10
Bank of America
North Carolina
$4.82M -$1.32M -18,960 -22%
CAN
11
Cetera Advisor Networks
California
$4.75M +$4.53M +64,992 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.81M +$1.12M +16,005 +44%
DWA
13
Delos Wealth Advisors
Texas
$3.62M +$155K +2,227 +5%
SWA
14
Stratos Wealth Advisors
Ohio
$3.11M +$1.39M +19,991 +89%
NA
15
NewEdge Advisors
Louisiana
$2.63M +$1.64M +23,523 +188%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.9M -$659K -9,439 -27%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.83M -$67.8K -972 -4%
PSF
18
Pacific Sun Financial
California
$1.77M -$63.8K -914 -4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.66M +$209 +3 +0%
CG
20
Caprock Group
Idaho
$1.56M +$239K +3,425 +19%
JIP
21
Jaffetilchin Investment Partners
Florida
$1.32M +$154K +2,206 +14%
SC
22
Solstein Capital
California
$1.2M +$399K +5,721 +54%
CIAS
23
Capital Investment Advisory Services
North Carolina
$1.18M +$936K +13,411 +482%
AC
24
Avant Capital
Louisiana
$1.07M +$1.02M +14,594 New
IMC Chicago
25
IMC Chicago
Illinois
$959K -$11.9K -170 -1%