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Invesco Bloomberg Pricing Power ETF
POWA

Overview Fund Activity

84 hedge funds and large institutions have $161M invested in Invesco Bloomberg Pricing Power ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
28
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18M
2
LPL Financial
2
LPL Financial
California
$18.5M
3
Amundi
3
Amundi
France
$11.8M
4
Mariner
4
Mariner
Kansas
$2.95M
5
RWA
5
Rooted Wealth Advisors
Illinois
$1.7M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$478K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$413K
3
AWM
3
AE Wealth Management
Kansas
$442K
4
CWM
4
Centric Wealth Management
Illinois
$0
5
DWA
5
Delos Wealth Advisors
Texas
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18.5M 278,366 +74,907 +37%
Morgan Stanley
2
Morgan Stanley
New York
$18M 270,501 +101,644 +60%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$13.6M 204,948 -7,989 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M 202,511 +1,510 +0.8%
Amundi
5
Amundi
France
$11.8M 173,159 +66,760 +63%
BWM
6
BerganKDV Wealth Management
Minnesota
$10.2M 152,920 -397 -0.3%
CWM
7
Connecticut Wealth Management
Connecticut
$8.86M 133,168 +715 +0.5%
1WM
8
1900 Wealth Management
Texas
$7.11M 106,861 -3,854 -3%
KAS
9
Kestra Advisory Services
Texas
$5.26M 79,071 -834 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.11M 76,841 -2,658 -3%
GCM
11
G2 Capital Management
Ohio
$4.12M 61,898 +5,614 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.79M 57,032 +85 +0.1%
Bank of America
13
Bank of America
North Carolina
$3.73M 56,042 +5,579 +11%
DWA
14
Delos Wealth Advisors
Texas
$3.35M 50,341 -11,114 -18%
Mariner
15
Mariner
Kansas
$2.95M 43,175 +43,175 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.97M 29,673 +15,297 +106%
JIP
17
Jaffetilchin Investment Partners
Florida
$1.82M 27,330 +3,576 +15%
RWA
18
Rooted Wealth Advisors
Illinois
$1.7M 25,582 +25,582 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.52M 22,852 -33 -0.1%
CIAS
20
Capital Investment Advisory Services
North Carolina
$1.5M 22,560 +6,338 +39%
SC
21
Solstein Capital
California
$1.5M 22,499 +1,915 +9%
PSF
22
Pacific Sun Financial
California
$1.47M 22,034 -624 -3%
Wells Fargo
23
Wells Fargo
California
$1.41M 21,186 -280 -1%
AC
24
Avant Capital
Louisiana
$1.06M 15,890 -482 -3%
CG
25
Caprock Group
Idaho
$956K 14,379 +2,366 +20%
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