Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q4 2024 (December 31)72holders +1
2new positions
5sold out
1famous investor
$81.27avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($21.4M), Mercer Global Advisors Inc. ($11.1M) and Envestnet Asset Management Inc. ($10.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 5 | $10.9M |
All 13F filers, Q3 2024 → Q4 2024: 72,324 shares bought and 203,267 shares sold, net −130,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.01% | Add +5.9% | 262,791 | $21.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.0% | 136,584 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 128,046 | $10.4M |
| Creative Planning | 0.01% | Reduce -12.3% | 64,875 | $5.3M |
| 1900 Wealth Management LLC | 0.41% | Reduce -8.4% | 60,549 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 46,669 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +352.2% | 43,588 | $3.5M |
| Delos Wealth Advisors, LLC | 2.42% | Add +7.6% | 37,313 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 35,553 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +0.6% | 27,169 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -15.1% | 21,482 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -1.7% | 18,860 | $1.5M |
| Pacific Sun Financial Corp | 0.77% | Reduce -8.3% | 17,487 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 17,294 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -41.5% | 16,462 | $1.3M |
| Avant Capital LLC | 1.09% | — | 16,229 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.9% | 16,173 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 13,591 | $1.1M |
| Caprock Group, LLC | 0.03% | No change | 11,458 | $931K |
| IMC-Chicago, LLC | 0.02% | New | 10,826 | $880K |
| Sigma Planning Corp | 0.03% | Add +15.8% | 10,102 | $821K |
| IHT Wealth Management, LLC | 0.03% | Reduce -39.8% | 9,743 | $792K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $773K |
| Partners Wealth Management, LLC | 0.86% | — | 9,330 | $758K |
| Solstein Capital, LLC | 0.41% | No change | 8,963 | $728K |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 8,569 | $696K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +70.9% | 7,769 | $631K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.7% | 7,276 | $591K |
| Moneco Advisors, LLC | 0.06% | Add +0.2% | 6,995 | $568K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.5% | 6,096 | $495K |
| Level Four Advisory Services, LLC | 0.02% | No change | 5,601 | $455K |
| Castle Wealth Management LLC | 0.17% | Reduce -0.5% | 5,444 | $442K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | — | 5,085 | $413K |
| UBS Group AG | 0.00% | Add +0.3% | 4,780 | $388K |
| Advisory Alpha, LLC | 0.01% | Add +0.8% | 4,708 | $383K |
| FMR LLC | 0.00% | Reduce -2.2% | 4,559 | $371K |
| AE Wealth Management LLC | 0.00% | Reduce -8.1% | 4,489 | $365K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 4,475 | $364K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.2% | 4,421 | $359K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.2% | 3,648 | $296K |
| Symphony Financial Services, Inc. | 0.24% | Reduce -3.2% | 3,633 | $295K |
| Citadel Advisors | 0.00% | Add +13.3% | 3,473 | $282K |
| Private Advisor Group, LLC | 0.00% | Add +2.6% | 3,440 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.3% | 3,343 | $272K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,115 | $253K |
| BCS Wealth Management | 0.06% | Reduce -10.6% | 2,773 | $225K |
| Calton & Associates, Inc. | 0.10% | New | 2,682 | $218K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.9% | 2,535 | $206K |
| Cwm, LLC | 0.00% | Add +2.9% | 2,496 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +4250.0% | 2,175 | $177K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,105 | $171K |
| Ameriflex Group, Inc. | 0.06% | — | 1,619 | $136K |
| S.A. Mason LLC | 0.06% | No change | 1,450 | $118K |
| Minot DeBlois Advisors LLC | 0.10% | — | 1,324 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $82K |
| Global Retirement Partners, LLC | 0.00% | No change | 900 | $73K |
| IFP Advisors, Inc | 0.00% | Add +4.1% | 735 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $48K |
| National Bank of Canada | 0.00% | No change | 449 | $36K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.9% | 343 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 326 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $26K |
| Bank of Montreal | 0.00% | No change | 290 | $24K |
| JPMorgan Chase & Co. | 0.00% | No change | 215 | $17K |
| Private Trust Co. NA | 0.00% | No change | 179 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $14K |
| US Bancorp \de | 0.00% | No change | 110 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 58 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 42 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.7% | 20 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $149 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $77 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.