We are live on ! Find out more
POWA icon

Invesco Bloomberg Pricing Power ETF

71 hedge funds and large institutions have $108M invested in Invesco Bloomberg Pricing Power ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $100M → $108M (+$8.15M)

8% more funds holding

Funds holding: 6671 (+5)

1.41% more ownership

Funds ownership: 51.43%52.84% (+1.4%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.49M

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
28
Closed
4
Calls
Puts
$8.49M
Net Calls
-$8.49M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.1M -$7.49M -92,725 -27%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12M -$363K -4,489 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.1M -$769K -9,520 -7%
WA
4
Win Advisors
Florida
$9.15M +$8.71M +107,834 New
Creative Planning
5
Creative Planning
Kansas
$6.28M -$386K -4,784 -6%
1WM
6
1900 Wealth Management
Texas
$5.61M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.18M -$15.1K -187 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$3.17M -$182K -2,255 -6%
DWA
9
Delos Wealth Advisors
Texas
$2.94M +$151K +1,863 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.64M +$264K +3,270 +12%
KAS
11
Kestra Advisory Services
Texas
$2.39M -$280K -3,460 -11%
JIP
12
Jaffetilchin Investment Partners
Florida
$2.29M
Bank of America
13
Bank of America
North Carolina
$2.15M -$72.3K -895 -3%
CIAS
14
Capital Investment Advisory Services
North Carolina
$1.63M -$40.4K -500 -3%
PSF
15
Pacific Sun Financial
California
$1.62M -$77.6K -960 -5%
FTDI
16
First Trust Direct Indexing
Massachusetts
$1.38M
IWM
17
IHT Wealth Management
Illinois
$1.37M +$493K +6,106 +61%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.26M +$14.1K +175 +1%
CG
19
Caprock Group
Idaho
$973K
AWS
20
Atria Wealth Solutions
New York
$857K +$4.36K +54 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
$818K +$168K +2,076 +27%
TF
22
Trek Financial
Arizona
$807K
SC
23
Solstein Capital
California
$761K
SPC
24
Sigma Planning Corp
Michigan
$741K +$289K +3,575 +69%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$736K +$129K +1,602 +23%