We are live on ! Find out more
POWA icon

Invesco Bloomberg Pricing Power ETF

66 hedge funds and large institutions have $100M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.37% less ownership

Funds ownership: 51.84%50.46% (-1.4%)

8% less funds holding

Funds holding: 7266 (-6)

14% less capital invested

Capital invested by funds: $117M → $100M (-$16.3M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.9M -$3.23M -47,181 -15%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M -$90.4K -1,323 -0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M -$442K -6,464 -4%
Creative Planning
4
Creative Planning
Kansas
$7.54M +$7.87M +115,107 New
1WM
5
1900 Wealth Management
Texas
$5.58M -$1.18M -17,250 -17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.37M -$310K -4,542 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.75M +$1.16M +16,942 +42%
KAS
8
Kestra Advisory Services
Texas
$3.36M -$1.15M -16,859 -25%
Morgan Stanley
9
Morgan Stanley
New York
$3.23M -$3.18M -46,466 -49%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.93M +$3.06M +44,784 New
DWA
11
Delos Wealth Advisors
Texas
$2.75M -$27.5K -402 -1%
Bank of America
12
Bank of America
North Carolina
$2.55M -$801K -11,718 -23%
Citadel Advisors
13
Citadel Advisors
Florida
$1.8M +$1.88M +27,523 New
JIP
14
Jaffetilchin Investment Partners
Florida
$1.7M -$58.2K -852 -3%
FHA
15
Flagship Harbor Advisors
Massachusetts
$1.53M +$307K +4,484 +24%
CIAS
16
Capital Investment Advisory Services
North Carolina
$1.43M -$5.13K -75 -0.3%
PSF
17
Pacific Sun Financial
California
$1.42M -$23.2K -340 -2%
AWS
18
Atria Wealth Solutions
New York
$1.16M +$43.6K +638 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.14M +$866K +12,668 +265%
AC
20
Avant Capital
Louisiana
$1.09M +$13.1K +191 +1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$325K +4,754 +41%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.04M -$3.42K -50 -0.3%
SC
23
Solstein Capital
California
$983K -$47.5K -695 -4%
CG
24
Caprock Group
Idaho
$942K
NA
25
NewEdge Advisors
Louisiana
$747K -$18.5K -270 -2%