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Invesco Bloomberg Pricing Power ETF
POWA

Overview Fund Activity

66 hedge funds and large institutions have $100M invested in Invesco Bloomberg Pricing Power ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.5M
2
IMC Chicago
2
IMC Chicago
Illinois
$1.1M
3
SPC
3
Sigma Planning Corp
Michigan
$400K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.58M
5
SFS
5
Symphony Financial Services
Ohio
$300K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
1WM
3
1900 Wealth Management
Texas
$5.13M
4
Creative Planning
4
Creative Planning
Kansas
$6.11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$369K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$26.5M 340,827 +80,072 +31%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.4M 146,730 -3,152 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M 139,881 -3,697 -3%
Creative Planning
4
Creative Planning
Kansas
$6.11M 78,718 -14,965 -16%
1WM
5
1900 Wealth Management
Texas
$5.13M 66,095 -16,309 -20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.84M 49,375 -904 -2%
Morgan Stanley
7
Morgan Stanley
New York
$3.08M 39,652 -904 -2%
DWA
8
Delos Wealth Advisors
Texas
$2.55M 32,817 +2,706 +9%
KAS
9
Kestra Advisory Services
Texas
$2.46M 31,615 -1,878 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.16M 27,781 +3,443 +14%
JIP
11
Jaffetilchin Investment Partners
Florida
$2.1M 27,005 – –
Bank of America
12
Bank of America
North Carolina
$2.04M 26,204 -3,056 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.58M 20,357 +4,856 +31%
PSF
14
Pacific Sun Financial
California
$1.56M 20,024 -510 -2%
CIAS
15
Capital Investment Advisory Services
North Carolina
$1.53M 19,682 -484 -2%
FTDI
16
First Trust Direct Indexing
Massachusetts
$1.27M 16,308 – –
HighTower Advisors
17
HighTower Advisors
Illinois
$1.14M 14,746 – –
IMC Chicago
18
IMC Chicago
Illinois
$1.1M 14,189 +14,189 New
CG
19
Caprock Group
Idaho
$890K 11,458 -1,250 -10%
IWM
20
IHT Wealth Management
Illinois
$783K 10,077 +2,756 +38%
AWS
21
Atria Wealth Solutions
New York
$780K 10,036 -936 -9%
TF
22
Trek Financial
Arizona
$739K 9,507 – –
SC
23
Solstein Capital
California
$696K 8,963 – –
NA
24
NewEdge Advisors
Louisiana
$626K 8,053 -180 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$588K 7,572 -553 -7%
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