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Invesco Bloomberg Pricing Power ETF
POWA

Overview Fund Activity

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.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.03%
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

Top Buyers

1
WA
1
Win Advisors
Florida
$9.15M
2
HH
2
Hilltop Holdings
Texas
$692K
3
IWM
3
IHT Wealth Management
Illinois
$1.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$509K
5
SPC
5
Sigma Planning Corp
Michigan
$741K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$440K
3
IMC Chicago
3
IMC Chicago
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M
5
Creative Planning
5
Creative Planning
Kansas
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$21.1M 248,102 -92,725 -27%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12M 142,241 -4,489 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.1M 130,361 -9,520 -7%
WA
4
Win Advisors
Florida
$9.15M 107,834 +107,834 New
Creative Planning
5
Creative Planning
Kansas
$6.28M 73,934 -4,784 -6%
1WM
6
1900 Wealth Management
Texas
$5.61M 66,095 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.18M 49,188 -187 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$3.17M 37,397 -2,255 -6%
DWA
9
Delos Wealth Advisors
Texas
$2.94M 34,680 +1,863 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.64M 31,051 +3,270 +12%
KAS
11
Kestra Advisory Services
Texas
$2.39M 28,155 -3,460 -11%
JIP
12
Jaffetilchin Investment Partners
Florida
$2.29M 27,005 – –
Bank of America
13
Bank of America
North Carolina
$2.15M 25,309 -895 -3%
CIAS
14
Capital Investment Advisory Services
North Carolina
$1.63M 19,182 -500 -3%
PSF
15
Pacific Sun Financial
California
$1.62M 19,064 -960 -5%
FTDI
16
First Trust Direct Indexing
Massachusetts
$1.38M 16,308 – –
IWM
17
IHT Wealth Management
Illinois
$1.37M 16,183 +6,106 +61%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.26M 14,921 +175 +1%
CG
19
Caprock Group
Idaho
$973K 11,458 – –
AWS
20
Atria Wealth Solutions
New York
$857K 10,090 +54 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
$818K 9,640 +2,076 +27%
TF
22
Trek Financial
Arizona
$807K 9,507 – –
SC
23
Solstein Capital
California
$761K 8,963 – –
SPC
24
Sigma Planning Corp
Michigan
$741K 8,727 +3,575 +69%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$736K 8,670 +1,602 +23%
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