POWA icon

Invesco Bloomberg Pricing Power ETF
POWA

Overview Fund Activity

72 hedge funds and large institutions have $117M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.2M
2
PSF
2
Pacific Sun Financial
California
$1.48M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.63M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$3.51M
5
GCM
5
G2 Capital Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$21.2M 305,856 +64,756 +27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M 159,886 -5,843 -4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.9M 157,308 -206,097 -57%
BWM
4
BerganKDV Wealth Management
Minnesota
$10.7M 153,820 -694 -0.4%
1WM
5
1900 Wealth Management
Texas
$7.09M 102,364 -4,497 -4%
Morgan Stanley
6
Morgan Stanley
New York
$6.63M 95,719 +12,603 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.93M 71,212 -3,666 -5%
KAS
8
Kestra Advisory Services
Texas
$4.72M 68,105 -13,356 -16%
Bank of America
9
Bank of America
North Carolina
$3.51M 50,636 -52,796 -51%
Mariner
10
Mariner
Kansas
$2.98M 43,059 -1,885 -4%
DWA
11
Delos Wealth Advisors
Texas
$2.8M 40,396 -4,238 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.79M 40,349 -16,843 -29%
JIP
13
Jaffetilchin Investment Partners
Florida
$1.85M 26,765 -440 -2%
CIAS
14
Capital Investment Advisory Services
North Carolina
$1.51M 21,837 – –
PSF
15
Pacific Sun Financial
California
$1.48M 22,024 +22,024 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$1.3M 18,824 +18,824 New
AWS
17
Atria Wealth Solutions
New York
$1.18M 17,017 -5,526 -25%
AC
18
Avant Capital
Louisiana
$1.14M 16,408 -170 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.11M 15,941 +891 +6%
SC
20
Solstein Capital
California
$1.09M 15,694 – –
Stifel Financial
21
Stifel Financial
Missouri
$1.02M 14,755 +14,755 New
CG
22
Caprock Group
Idaho
$996K 14,379 – –
NA
23
NewEdge Advisors
Louisiana
$808K 11,667 -446 -4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$800K 11,551 +2,830 +32%
FTUS
25
Flow Traders U.S.
New York
$793K 11,453 -4,685 -29%
1
2 3 4