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 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.

New
Increased
Maintained
Reduced
Closed

1.32% less ownership

Funds ownership: 52.75%51.43% (-1.3%)

4% less funds holding

Funds holding: 6966 (-3)

7% less capital invested

Capital invested by funds: $108M → $100M (-$7.72M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.5M +$6.16M +80,072 +31%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.4M -$242K -3,152 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M -$284K -3,697 -3%
Creative Planning
4
Creative Planning
Kansas
$6.11M -$1.15M -14,965 -16%
1WM
5
1900 Wealth Management
Texas
$5.13M -$1.25M -16,309 -20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.83M -$69.5K -904 -2%
Morgan Stanley
7
Morgan Stanley
New York
$3.08M -$69.5K -904 -2%
DWA
8
Delos Wealth Advisors
Texas
$2.55M +$208K +2,706 +9%
KAS
9
Kestra Advisory Services
Texas
$2.46M -$144K -1,878 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.16M +$265K +3,443 +14%
JIP
11
Jaffetilchin Investment Partners
Florida
$2.1M
Bank of America
12
Bank of America
North Carolina
$2.04M -$235K -3,056 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.58M +$373K +4,856 +31%
PSF
14
Pacific Sun Financial
California
$1.56M -$39.2K -510 -2%
CIAS
15
Capital Investment Advisory Services
North Carolina
$1.53M -$37.2K -484 -2%
FTDI
16
First Trust Direct Indexing
Massachusetts
$1.27M
HighTower Advisors
17
HighTower Advisors
Illinois
$1.14M
IMC Chicago
18
IMC Chicago
Illinois
$1.1M +$1.09M +14,189 New
CG
19
Caprock Group
Idaho
$890K -$96.1K -1,250 -10%
IWM
20
IHT Wealth Management
Illinois
$783K +$212K +2,756 +38%
AWS
21
Atria Wealth Solutions
New York
$780K -$72K -936 -9%
TF
22
Trek Financial
Arizona
$739K
SC
23
Solstein Capital
California
$696K
NA
24
NewEdge Advisors
Louisiana
$626K -$13.8K -180 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$588K -$42.5K -553 -7%