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Invesco Bloomberg Pricing Power ETF

66 hedge funds and large institutions have $101M invested in Invesco Bloomberg Pricing Power ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.15% more ownership

Funds ownership: 50.46%51.62% (+1.2%)

1% more capital invested

Capital invested by funds: $100M → $101M (+$918K)

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.3M +$581K +8,562 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.9M -$327K -4,824 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.6M -$473K -6,964 -5%
Creative Planning
4
Creative Planning
Kansas
$8.97M +$599K +8,822 +8%
Morgan Stanley
5
Morgan Stanley
New York
$6.61M +$2.86M +42,143 +86%
1WM
6
1900 Wealth Management
Texas
$6.16M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.85M +$23.1K +341 +0.5%
KAS
8
Kestra Advisory Services
Texas
$2.99M -$674K -9,926 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.87M -$1.2M -17,636 -31%
DWA
10
Delos Wealth Advisors
Texas
$2.8M -$90.5K -1,333 -3%
Bank of America
11
Bank of America
North Carolina
$2.03M -$741K -10,912 -28%
JIP
12
Jaffetilchin Investment Partners
Florida
$1.96M +$80.8K +1,190 +5%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.57M
PSF
14
Pacific Sun Financial
California
$1.49M -$71.3K -1,050 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41M +$135K +1,982 +11%
AWS
16
Atria Wealth Solutions
New York
$1.27M -$3.46K -51 -0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.1M -$48.9K -720 -5%
SC
18
Solstein Capital
California
$1.07M -$10.5K -154 -1%
CG
19
Caprock Group
Idaho
$920K -$113K -1,671 -12%
AAS
20
Avantax Advisory Services
Texas
$722K +$1.02K +15 +0.2%
TF
21
Trek Financial
Arizona
$688K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$636K -$511K -7,522 -46%
NA
23
NewEdge Advisors
Louisiana
$625K -$188K -2,765 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$564K +$3.46K +51 +0.7%
TRCT
25
Tower Research Capital (TRC)
New York
$509K -$82.8K -1,220 -15%