Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q3 2024 (September 30)71holders +5
9new positions
4sold out
1famous investor
$84.80avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 5 from Q2 2024. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($21.1M), Mercer Global Advisors Inc. ($12.0M) and Envestnet Asset Management Inc. ($11.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.9M |
| Exits | 4 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 151,476 shares bought and 163,641 shares sold, net −12,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.01% | Reduce -27.2% | 248,102 | $21.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.1% | 142,241 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 130,361 | $11.1M |
| Win Advisors, Inc. | 4.30% | New | 107,834 | $9.2M |
| Creative Planning | 0.01% | Reduce -6.1% | 73,934 | $6.3M |
| 1900 Wealth Management LLC | 0.48% | No change | 66,095 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 49,188 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 37,397 | $3.2M |
| Delos Wealth Advisors, LLC | 2.57% | Add +5.7% | 34,680 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +11.8% | 31,051 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.9% | 28,155 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.17% | No change | 27,005 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 25,309 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -2.5% | 19,182 | $1.6M |
| Pacific Sun Financial Corp | 0.89% | Reduce -4.8% | 19,064 | $1.6M |
| First Trust Direct Indexing L.P. | 0.07% | No change | 16,308 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +60.6% | 16,183 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 14,921 | $1.3M |
| Caprock Group, LLC | 0.04% | No change | 11,458 | $973K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.5% | 10,090 | $857K |
| Goldman Sachs Group Inc. | 0.00% | Add +27.4% | 9,640 | $818K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $807K |
| Solstein Capital, LLC | 0.40% | No change | 8,963 | $761K |
| Sigma Planning Corp | 0.02% | Add +69.4% | 8,727 | $741K |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 8,670 | $736K |
| Hilltop Holdings Inc. | 0.05% | New | 8,150 | $692K |
| NewEdge Advisors, LLC | 0.00% | No change | 8,053 | $684K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 7,569 | $643K |
| Moneco Advisors, LLC | 0.07% | No change | 6,982 | $593K |
| Susquehanna International Group, LLP | 0.00% | New | 5,998 | $509K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +21.9% | 5,788 | $491K |
| Castle Wealth Management LLC | 0.19% | Reduce -2.2% | 5,470 | $464K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.2% | 5,601 | $464K |
| Royal Bank of Canada | 0.00% | Reduce -74.5% | 5,185 | $440K |
| AE Wealth Management LLC | 0.00% | Reduce -12.8% | 4,886 | $415K |
| UBS Group AG | 0.00% | Reduce -5.0% | 4,767 | $405K |
| Focus Financial Network, Inc. | 0.02% | No change | 4,714 | $400K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.0% | 4,672 | $397K |
| FMR LLC | 0.00% | Add +140.6% | 4,663 | $396K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -19.8% | 4,546 | $386K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.4% | 3,767 | $320K |
| Symphony Financial Services, Inc. | 0.27% | Reduce -2.6% | 3,752 | $318K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.9% | 3,354 | $285K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.4% | 3,115 | $264K |
| BCS Wealth Management | 0.11% | No change | 3,100 | $263K |
| Citadel Advisors | 0.00% | Reduce -55.4% | 3,064 | $260K |
| Equitable Holdings, Inc. | 0.00% | New | 2,558 | $217K |
| Wesbanco Bank Inc. | 0.01% | New | 2,429 | $206K |
| Cwm, LLC | 0.00% | Reduce -5.2% | 2,426 | $206K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.5% | 2,105 | $179K |
| S.A. Mason LLC | 0.07% | No change | 1,450 | $123K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,010 | $86K |
| Global Retirement Partners, LLC | 0.00% | No change | 900 | $76K |
| IFP Advisors, Inc | 0.00% | Reduce -45.3% | 706 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -59.7% | 610 | $52K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $50K |
| National Bank of Canada | 0.00% | No change | 449 | $38K |
| Global Wealth Strategies & Associates | 0.01% | New | 340 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 326 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $28K |
| Bank of Montreal | 0.00% | Reduce -4.0% | 290 | $25K |
| JPMorgan Chase & Co. | 0.00% | New | 215 | $18K |
| Private Trust Co. NA | 0.00% | No change | 179 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $15K |
| US Bancorp \de | 0.00% | Reduce -47.6% | 110 | $9K |
| Creative Financial Designs Inc. | 0.00% | New | 58 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 50 | $4K |
| Providence Capital Advisors, LLC | 0.00% | No change | 43 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 42 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $154 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $80 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.