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Invesco Bloomberg Pricing Power ETF
POWA

Overview Fund Activity

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.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.61M
2
Creative Planning
2
Creative Planning
Kansas
$8.97M
3
LPL Financial
3
LPL Financial
California
$19.3M
4
WA
4
Win Advisors
Florida
$368K
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$311K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$395K
2
Citadel Advisors
2
Citadel Advisors
Florida
$463K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.87M
5
Bank of America
5
Bank of America
North Carolina
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$19.3M 267,237 +8,562 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.9M 151,161 -4,824 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.6M 146,458 -6,964 -5%
Creative Planning
4
Creative Planning
Kansas
$8.97M 123,929 +8,822 +8%
Morgan Stanley
5
Morgan Stanley
New York
$6.61M 91,396 +42,143 +86%
1WM
6
1900 Wealth Management
Texas
$6.16M 85,114 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.85M 67,011 +341 +0.5%
KAS
8
Kestra Advisory Services
Texas
$2.99M 41,320 -9,926 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.87M 39,655 -17,636 -31%
DWA
10
Delos Wealth Advisors
Texas
$2.8M 38,661 -1,333 -3%
Bank of America
11
Bank of America
North Carolina
$2.03M 28,006 -10,912 -28%
JIP
12
Jaffetilchin Investment Partners
Florida
$1.96M 27,103 +1,190 +5%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.57M 21,762 – –
PSF
14
Pacific Sun Financial
California
$1.49M 20,634 -1,050 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41M 19,428 +1,982 +11%
AWS
16
Atria Wealth Solutions
New York
$1.27M 17,604 -51 -0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.1M 15,171 -720 -5%
SC
18
Solstein Capital
California
$1.07M 14,845 -154 -1%
CG
19
Caprock Group
Idaho
$920K 12,708 -1,671 -12%
AAS
20
Avantax Advisory Services
Texas
$722K 9,970 +15 +0.2%
TF
21
Trek Financial
Arizona
$688K 9,507 – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$636K 8,783 -7,522 -46%
NA
23
NewEdge Advisors
Louisiana
$625K 8,632 -2,765 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$564K 7,794 +51 +0.7%
TRCT
25
Tower Research Capital (TRC)
New York
$509K 7,034 -1,220 -15%
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