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Invesco Bloomberg Pricing Power ETF

72 hedge funds and large institutions have $95.6M invested in Invesco Bloomberg Pricing Power ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 7172 (+1)

1.24% less ownership

Funds ownership: 52.84%51.6% (-1.2%)

12% less capital invested

Capital invested by funds: $108M → $95.6M (-$12.8M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.4M +$1.25M +14,689 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.1M -$480K -5,657 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M -$196K -2,315 -2%
Creative Planning
4
Creative Planning
Kansas
$5.27M -$769K -9,059 -12%
1WM
5
1900 Wealth Management
Texas
$4.92M -$471K -5,546 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.79M -$214K -2,519 -5%
Goldman Sachs
7
Goldman Sachs
New York
$3.54M +$2.88M +33,948 +352%
DWA
8
Delos Wealth Advisors
Texas
$3.03M +$223K +2,633 +8%
Morgan Stanley
9
Morgan Stanley
New York
$2.89M -$156K -1,844 -5%
JIP
10
Jaffetilchin Investment Partners
Florida
$2.21M +$13.9K +164 +0.6%
Bank of America
11
Bank of America
North Carolina
$1.75M -$325K -3,827 -15%
CIAS
12
Capital Investment Advisory Services
North Carolina
$1.53M -$27.3K -322 -2%
PSF
13
Pacific Sun Financial
California
$1.42M -$134K -1,577 -8%
Raymond James Financial
14
Raymond James Financial
Florida
$1.41M +$1.47M +17,294 New
KAS
15
Kestra Advisory Services
Texas
$1.34M -$992K -11,693 -42%
AC
16
Avant Capital
Louisiana
$1.32M +$1.38M +16,229 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.31M -$1.26M -14,878 -48%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.1M -$113K -1,330 -9%
CG
19
Caprock Group
Idaho
$931K
IMC Chicago
20
IMC Chicago
Illinois
$880K +$918K +10,826 New
SPC
21
Sigma Planning Corp
Michigan
$821K +$117K +1,375 +16%
IWM
22
IHT Wealth Management
Illinois
$792K -$546K -6,440 -40%
TF
23
Trek Financial
Arizona
$773K
PWM
24
Partners Wealth Management
California
$758K +$792K +9,330 New
SC
25
Solstein Capital
California
$728K