Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q1 2024 (March 31)68holders
1famous investor
$78.45avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings. The largest holders were LPL Financial LLC ($20.5M), Mercer Global Advisors Inc. ($11.8M) and Envestnet Asset Management Inc. ($11.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bloomberg Pricing Po
- CUSIP
- 46138J775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.5M |
| Exits | 7 | $1.4M |
Ownership 68 holders
| LPL Financial LLC | 0.01% | Reduce -2.4% | 260,755 | $20.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.8% | 149,882 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 143,578 | $11.3M |
| Creative Planning | 0.01% | Reduce -24.4% | 93,683 | $7.4M |
| GeoWealth Management, LLC | 0.26% | New | 85,061 | $6.7M |
| 1900 Wealth Management LLC | 0.59% | Reduce -3.2% | 82,404 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -25.0% | 50,279 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 40,556 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -18.9% | 33,493 | $2.6M |
| Delos Wealth Advisors, LLC | 2.66% | Reduce -22.1% | 30,111 | $2.4M |
| Bank of America Corp. | 0.00% | Add +4.5% | 29,260 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Reduce -0.4% | 27,005 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.6% | 24,338 | $1.9M |
| Pacific Sun Financial Corp | 0.94% | Reduce -0.5% | 20,534 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -7.3% | 20,166 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +319.8% | 18,610 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +217.8% | 17,325 | $1.4M |
| First Trust Direct Indexing L.P. | 0.10% | New | 16,308 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -20.2% | 15,501 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 14,746 | $1.2M |
| Hilltop Holdings Inc. | 0.11% | New | 12,715 | $998K |
| Caprock Group, LLC | 0.06% | No change | 12,708 | $998K |
| Citadel Advisors | 0.00% | Add +77.9% | 11,392 | $894K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -37.7% | 10,972 | $861K |
| Redhawk Wealth Advisors, Inc. | 0.14% | Add +152.7% | 10,868 | $853K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $746K |
| Solstein Capital, LLC | 0.49% | Reduce -39.6% | 8,963 | $704K |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.6% | 8,233 | $646K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 8,125 | $638K |
| IHT Wealth Management, LLC | 0.02% | New | 7,321 | $575K |
| Cetera Investment Advisers | 0.00% | New | 7,068 | $555K |
| Moneco Advisors, LLC | 0.09% | No change | 6,982 | $548K |
| AE Wealth Management LLC | 0.01% | Reduce -12.0% | 5,807 | $456K |
| UBS Group AG | 0.00% | No change | 5,757 | $452K |
| Castle Wealth Management LLC | 0.23% | Reduce -3.5% | 5,595 | $439K |
| Level Four Advisory Services, LLC | 0.02% | No change | 6,061 | $439K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,546 | $435K |
| Advisory Alpha, LLC | 0.02% | Reduce -6.2% | 4,673 | $367K |
| Focus Financial Network, Inc. | 0.02% | — | 4,732 | $351K |
| Cwm, LLC | 0.00% | Reduce -49.5% | 4,435 | $348K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -40.7% | 4,171 | $327K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,881 | $305K |
| Private Advisor Group, LLC | 0.00% | No change | 3,841 | $302K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.4% | 3,128 | $246K |
| BCS Wealth Management | 0.08% | No change | 3,100 | $243K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,166 | $237K |
| Calton & Associates, Inc. | 0.11% | Reduce -11.7% | 2,842 | $223K |
| Mariner, LLC | 0.00% | Reduce -17.8% | 2,805 | $220K |
| Global Retirement Partners, LLC | 0.01% | No change | 2,556 | $201K |
| FMR LLC | 0.00% | Add +35.1% | 1,938 | $152K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.6% | 1,705 | $134K |
| S.A. Mason LLC | 0.07% | No change | 1,450 | $114K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,513 | $113K |
| IFP Advisors, Inc | 0.00% | No change | 766 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $46K |
| National Bank of Canada | 0.00% | Reduce -3.0% | 449 | $35K |
| Bank of Montreal | 0.00% | No change | 418 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | New | 400 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 326 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $26K |
| Private Trust Co. NA | 0.00% | No change | 179 | $14K |
| Horizon Financial Services, LLC | 0.01% | New | 173 | $14K |
| Creekmur Asset Management LLC | 0.00% | Reduce -1.9% | 156 | $12K |
| Wells Fargo & Company | 0.00% | Reduce -97.7% | 117 | $9K |
| Archer Investment Corp | 0.00% | No change | 107 | $8K |
| Providence Capital Advisors, LLC | 0.00% | No change | 43 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 42 | $3K |
| Citigroup Inc. | 0.00% | No change | 20 | $2K |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.