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Invesco Bloomberg Pricing Power ETF

78 hedge funds and large institutions have $207M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

29% more capital invested

Capital invested by funds: $161M → $207M (+$46.3M)

0.92% more ownership

Funds ownership: 58.56%59.48% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 8478 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
1
Mach-1 Financial Group
Arkansas
$75M +$74.5K +1,114 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.5M +$10.6M +158,457 +77%
LPL Financial
3
LPL Financial
California
$16.2M -$2.49M -37,266 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.2M -$2.46M -36,782 -18%
BWM
5
BerganKDV Wealth Management
Minnesota
$10.4M +$107K +1,594 +1%
Financial Engines Advisors
6
Financial Engines Advisors
California
$9.62M +$9.57M +143,021 New
1WM
7
1900 Wealth Management
Texas
$7.12M
Bank of America
8
Bank of America
North Carolina
$6.96M +$3.17M +47,390 +85%
Morgan Stanley
9
Morgan Stanley
New York
$5.59M -$12.5M -187,385 -69%
KAS
10
Kestra Advisory Services
Texas
$5.48M +$160K +2,390 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.85M +$10.7K +160 +0.3%
Mariner
12
Mariner
Kansas
$3.02M +$118K +1,769 +4%
DWA
13
Delos Wealth Advisors
Texas
$3M -$382K -5,707 -11%
JIP
14
Jaffetilchin Investment Partners
Florida
$1.83M -$8.36K -125 -0.5%
GCM
15
G2 Capital Management
Ohio
$1.64M -$2.51M -37,552 -61%
Wells Fargo
16
Wells Fargo
California
$1.59M +$168K +2,511 +12%
AWS
17
Atria Wealth Solutions
New York
$1.52M +$887K +13,262 +143%
CIAS
18
Capital Investment Advisory Services
North Carolina
$1.47M -$48.4K -723 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.04M +15,587 +404%
AC
20
Avant Capital
Louisiana
$1.12M +$46K +688 +4%
FTUS
21
Flow Traders U.S.
New York
$1.09M +$1.08M +16,138 New
SC
22
Solstein Capital
California
$1.06M -$455K -6,805 -30%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.01M +$45.2K +675 +5%
CG
24
Caprock Group
Idaho
$968K
NA
25
NewEdge Advisors
Louisiana
$815K +$29.2K +437 +4%