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Invesco Bloomberg Pricing Power ETF

78 hedge funds and large institutions have $137M invested in Invesco Bloomberg Pricing Power ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% more ownership

Funds ownership: 56.7%57.92% (+1.2%)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less capital invested

Capital invested by funds: $139M → $137M (-$2.27M)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$12.8M -$4.65M -70,684 -25%
LPL Financial
2
LPL Financial
California
$12.2M +$519K +7,889 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M -$4.72M -71,745 -26%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M +$6.73M +102,223 +153%
BWM
5
BerganKDV Wealth Management
Minnesota
$9.23M +$34.4K +522 +0.3%
CWM
6
Connecticut Wealth Management
Connecticut
$7.97M -$41.2K -626 -0.5%
Amundi
7
Amundi
France
$6.69M +$7M +106,399 New
1WM
8
1900 Wealth Management
Texas
$6.67M -$51.4K -780 -0.7%
SWP
9
Stratos Wealth Partners
Ohio
$5.71M +$6.25M +94,877 New
KAS
10
Kestra Advisory Services
Texas
$4.81M +$311K +4,723 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.79M -$2.22M -33,654 -30%
DWA
12
Delos Wealth Advisors
Texas
$3.7M +$358K +5,444 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.43M +$122K +1,846 +3%
GCM
14
G2 Capital Management
Ohio
$3.39M
Bank of America
15
Bank of America
North Carolina
$3.04M -$958K -14,547 -22%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.37M +$2.19M +33,221 +540%
AWM
17
AE Wealth Management
Kansas
$1.82M +$282K +4,291 +17%
NA
18
NewEdge Advisors
Louisiana
$1.51M +$856K +13,009 +107%
JIP
19
Jaffetilchin Investment Partners
Florida
$1.43M -$263K -4,002 -14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.38M
PSF
21
Pacific Sun Financial
California
$1.36M -$49.4K -750 -3%
Wells Fargo
22
Wells Fargo
California
$1.29M +$47.1K +716 +3%
CWM
23
Centric Wealth Management
Illinois
$1.27M -$1.12K -17 -0.1%
SC
24
Solstein Capital
California
$1.24M +$122K +1,851 +10%
AC
25
Avant Capital
Louisiana
$986K +$111K +1,692 +12%