Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q1 2025 (March 31)77holders +5
7new positions
2sold out
1famous investor
$82.14avg. 13F price*
At the end of Q1 2025, 77 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($21.7M), Mercer Global Advisors Inc. ($11.4M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 2 | $234K |
All 13F filers, Q4 2024 → Q1 2025: 70,349 shares bought and 49,788 shares sold, net +20,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LPL Financial LLC | 0.01% | Add +0.7% | 264,620 | $21.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.3% | 138,331 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 126,675 | $10.4M |
| 1900 Wealth Management LLC | 0.53% | Add +26.9% | 76,857 | $6.3M |
| Creative Planning | 0.00% | Reduce -4.4% | 62,043 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.5% | 46,433 | $3.8M |
| Delos Wealth Advisors, LLC | 2.43% | Add +0.0% | 37,325 | $3.1M |
| Morgan Stanley | 0.00% | Add +3.7% | 36,858 | $3.0M |
| IMC-Chicago, LLC | 0.11% | Add +210.8% | 33,651 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.16% | No change | 27,169 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 20,246 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.14% | No change | 18,860 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 17,933 | $1.5M |
| Avant Capital LLC | 1.15% | Add +3.9% | 16,859 | $1.4M |
| Pacific Sun Financial Corp | 0.78% | Reduce -4.2% | 16,747 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.9% | 14,882 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.7% | 13,878 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 13,696 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 13,491 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +22.6% | 12,387 | $1.0M |
| Caprock Group, LLC | 0.03% | No change | 11,458 | $941K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $781K |
| Partners Wealth Management, LLC | 0.87% | Add +0.5% | 9,376 | $770K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.9% | 8,974 | $737K |
| Solstein Capital, LLC | 0.43% | No change | 8,963 | $736K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 8,516 | $700K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +2.8% | 7,989 | $656K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,276 | $598K |
| Elevation Capital Advisory, LLC | 0.25% | New | 6,841 | $562K |
| Royal Bank of Canada | 0.00% | Add +42.8% | 6,391 | $525K |
| Moneco Advisors, LLC | 0.05% | Reduce -13.8% | 6,031 | $495K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.9% | 5,921 | $486K |
| Level Four Advisory Services, LLC | 0.02% | No change | 5,601 | $460K |
| Castle Wealth Management LLC | 0.18% | No change | 5,444 | $447K |
| FMR LLC | 0.00% | Add +17.8% | 5,368 | $441K |
| Citadel Advisors | 0.00% | Add +41.2% | 4,905 | $403K |
| Advisory Alpha, LLC | 0.01% | Add +0.0% | 4,709 | $387K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Reduce -14.1% | 4,370 | $359K |
| AE Wealth Management LLC | 0.00% | Reduce -3.1% | 4,350 | $357K |
| Susquehanna International Group, LLP | 0.00% | Add +28.5% | 4,295 | $353K |
| Symphony Financial Services, Inc. | 0.22% | Add +12.3% | 4,078 | $335K |
| UBS Group AG | 0.00% | Reduce -18.8% | 3,882 | $319K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.5% | 3,483 | $286K |
| Private Advisor Group, LLC | 0.00% | No change | 3,440 | $283K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,289 | $270K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,115 | $256K |
| Focus Financial Network, Inc. | 0.01% | Reduce -32.6% | 2,980 | $245K |
| Calton & Associates, Inc. | 0.05% | No change | 2,682 | $220K |
| Two Sigma Investments, LP | 0.00% | New | 2,600 | $214K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,581 | $212K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.4% | 2,500 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +0.6% | 2,189 | $178K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,105 | $173K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,619 | $133K |
| S.A. Mason LLC | 0.06% | No change | 1,450 | $119K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,438 | $118K |
| Cwm, LLC | 0.00% | Reduce -43.0% | 1,423 | $117K |
| Minot DeBlois Advisors LLC | 0.11% | No change | 1,324 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $83K |
| IFP Advisors, Inc | 0.00% | No change | 735 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $48K |
| National Bank of Canada | 0.00% | No change | 449 | $37K |
| Global Wealth Strategies & Associates | 0.01% | Add +4.1% | 357 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 326 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $27K |
| Bank of Montreal | 0.00% | No change | 290 | $24K |
| Private Trust Co. NA | 0.00% | No change | 179 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | New | 107 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 58 | $5K |
| Costello Asset Management, INC | 0.00% | New | 58 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.3% | 51 | $4K |
| North Capital, Inc. | 0.00% | — | 47 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -71.4% | 12 | $986 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 6 | $468 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $70 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.