Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q2 2024 (June 30)66holders −2
4new positions
6sold out
1famous investor
$77.69avg. 13F price*
At the end of Q2 2024, 66 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, down 2 from Q1 2024. 4 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($26.5M), Mercer Global Advisors Inc. ($11.4M) and Envestnet Asset Management Inc. ($10.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 6 | $10.1M |
All 13F filers, Q1 2024 → Q2 2024: 117,576 shares bought and 201,877 shares sold, net −84,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.01% | Add +30.7% | 340,827 | $26.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.1% | 146,730 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 139,881 | $10.9M |
| Creative Planning | 0.01% | Reduce -16.0% | 78,718 | $6.1M |
| 1900 Wealth Management LLC | 0.48% | Reduce -19.8% | 66,095 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 49,375 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 39,652 | $3.1M |
| Delos Wealth Advisors, LLC | 2.46% | Add +9.0% | 32,817 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.6% | 31,615 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +14.2% | 27,781 | $2.2M |
| Jaffetilchin Investment Partners, LLC | 0.18% | No change | 27,005 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -10.4% | 26,204 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +31.3% | 20,357 | $1.6M |
| Pacific Sun Financial Corp | 0.92% | Reduce -2.5% | 20,024 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -2.4% | 19,682 | $1.5M |
| First Trust Direct Indexing L.P. | 0.08% | No change | 16,308 | $1.3M |
| HighTower Advisors, LLC | 0.00% | No change | 14,746 | $1.1M |
| IMC-Chicago, LLC | 0.04% | New | 14,189 | $1.1M |
| Caprock Group, LLC | 0.04% | Reduce -9.8% | 11,458 | $890K |
| IHT Wealth Management, LLC | 0.03% | Add +37.6% | 10,077 | $783K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.5% | 10,036 | $780K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $739K |
| Solstein Capital, LLC | 0.45% | No change | 8,963 | $696K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.2% | 8,053 | $626K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 7,572 | $588K |
| Goldman Sachs Group Inc. | 0.00% | Add +36.4% | 7,564 | $588K |
| Cetera Investment Advisers | 0.00% | No change | 7,068 | $549K |
| Moneco Advisors, LLC | 0.08% | No change | 6,982 | $542K |
| Citadel Advisors | 0.00% | Reduce -39.7% | 6,873 | $534K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.5% | 5,728 | $445K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +35.9% | 5,668 | $440K |
| AE Wealth Management LLC | 0.00% | Reduce -3.5% | 5,601 | $435K |
| Castle Wealth Management LLC | 0.21% | No change | 5,595 | $435K |
| Sigma Planning Corp | 0.01% | New | 5,152 | $400K |
| UBS Group AG | 0.00% | Reduce -12.8% | 5,020 | $390K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.4% | 4,714 | $379K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -74.5% | 4,750 | $369K |
| Advisory Alpha, LLC | 0.01% | No change | 4,673 | $363K |
| Private Advisor Group, LLC | 0.00% | Add +2.7% | 3,943 | $306K |
| Symphony Financial Services, Inc. | 0.26% | — | 3,852 | $300K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.6% | 3,821 | $297K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 3,166 | $246K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,128 | $243K |
| BCS Wealth Management | 0.12% | No change | 3,100 | $241K |
| Calton & Associates, Inc. | 0.10% | Reduce -5.8% | 2,676 | $208K |
| Cwm, LLC | 0.00% | Reduce -42.3% | 2,558 | $199K |
| FMR LLC | 0.00% | No change | 1,938 | $151K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,705 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,513 | $123K |
| S.A. Mason LLC | 0.06% | No change | 1,450 | $113K |
| IFP Advisors, Inc | 0.00% | Add +68.5% | 1,291 | $100K |
| Global Retirement Partners, LLC | 0.00% | Reduce -64.8% | 900 | $70K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $46K |
| National Bank of Canada | 0.00% | No change | 449 | $35K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 326 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $25K |
| Bank of Montreal | 0.00% | Reduce -27.8% | 302 | $24K |
| US Bancorp \de | 0.00% | New | 210 | $16K |
| Private Trust Co. NA | 0.00% | No change | 179 | $14K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $4K |
| Providence Capital Advisors, LLC | 0.00% | No change | 43 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 42 | $3K |
| Citigroup Inc. | 0.00% | No change | 20 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.7% | 2 | $141 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.8% | 1 | $73 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.