We are live on ! Find out more
POWA icon

Invesco Bloomberg Pricing Power ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.64% less ownership

Funds ownership: 59.48%51.84% (-7.6%)

8% less funds holding

Funds holding: 7872 (-6)

44% less capital invested

Capital invested by funds: $207M → $117M (-$90.6M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

68% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 28

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.2M +$4.35M +64,756 +27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M -$393K -5,843 -4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.9M -$13.8M -206,097 -57%
BWM
4
BerganKDV Wealth Management
Minnesota
$10.7M -$46.6K -694 -0.4%
1WM
5
1900 Wealth Management
Texas
$7.09M -$302K -4,497 -4%
Morgan Stanley
6
Morgan Stanley
New York
$6.63M +$847K +12,603 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.93M -$246K -3,666 -5%
KAS
8
Kestra Advisory Services
Texas
$4.72M -$897K -13,356 -16%
Bank of America
9
Bank of America
North Carolina
$3.51M -$3.55M -52,796 -51%
Mariner
10
Mariner
Kansas
$2.98M -$127K -1,885 -4%
DWA
11
Delos Wealth Advisors
Texas
$2.8M -$285K -4,238 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.79M -$1.13M -16,843 -29%
JIP
13
Jaffetilchin Investment Partners
Florida
$1.85M -$29.6K -440 -2%
CIAS
14
Capital Investment Advisory Services
North Carolina
$1.51M
PSF
15
Pacific Sun Financial
California
$1.48M +$1.48M +22,024 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$1.3M +$1.26M +18,824 New
AWS
17
Atria Wealth Solutions
New York
$1.18M -$371K -5,526 -25%
AC
18
Avant Capital
Louisiana
$1.14M -$11.4K -170 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.11M +$59.9K +891 +6%
SC
20
Solstein Capital
California
$1.09M
Stifel Financial
21
Stifel Financial
Missouri
$1.02M +$992K +14,755 New
CG
22
Caprock Group
Idaho
$996K
NA
23
NewEdge Advisors
Louisiana
$808K -$30K -446 -4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$800K +$190K +2,830 +32%
FTUS
25
Flow Traders U.S.
New York
$793K -$315K -4,685 -29%

POWA Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q2 2023, worth a combined $117M — down 44% from $207M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of POWA and 5 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $4.35M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $75M sold.

  • 72 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q2 2023, down from 78 in Q1 2023.
  • Funds reported $117M of Invesco Bloomberg Pricing Power ETF stock for Q2 2023, down 44% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q2 2023 and 11 closed out, a net change of -6 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q2 2023 was LPL Financial, an estimated $4.35M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $75M sold.

Based on aggregated 13F filings for Q2 2023.