Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q2 2025 (June 30)71holders −6
1new positions
7sold out
$86.54avg. 13F price*
At the end of Q2 2025, 71 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, down 6 from Q1 2025. 1 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($22.1M), Mercer Global Advisors Inc. ($11.9M) and Envestnet Asset Management Inc. ($11.3M).
- Company
- Invesco Bloomberg Pricing Po
- CUSIP
- 46138J775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $210K |
| Exits | 7 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 22,338 shares bought and 70,190 shares sold, net −47,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.01% | Reduce -3.5% | 255,233 | $22.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.5% | 137,641 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 130,296 | $11.3M |
| 1900 Wealth Management LLC | 0.49% | Reduce -1.9% | 75,357 | $6.5M |
| Creative Planning | 0.00% | Reduce -5.1% | 58,866 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 44,599 | $3.9M |
| Delos Wealth Advisors, LLC | 2.37% | Reduce -6.2% | 35,011 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 33,524 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.15% | No change | 27,169 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +58.2% | 23,550 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 19,964 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -0.6% | 18,744 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 17,855 | $1.5M |
| Pacific Sun Financial Corp | 0.72% | Reduce -4.6% | 15,977 | $1.4M |
| Avant Capital LLC | 1.07% | Reduce -5.7% | 15,903 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.8% | 14,122 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 13,516 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 13,415 | $1.2M |
| IMC-Chicago, LLC | 0.03% | Reduce -60.3% | 13,370 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -8.8% | 11,297 | $978K |
| Susquehanna International Group, LLP | 0.00% | Add +128.2% | 9,801 | $849K |
| Trek Financial, LLC | 0.06% | No change | 9,507 | $823K |
| Partners Wealth Management, LLC | 0.88% | No change | 9,376 | $771K |
| Solstein Capital, LLC | 0.39% | Reduce -3.0% | 8,690 | $752K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.1% | 8,604 | $745K |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 8,477 | $734K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,276 | $630K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 6,661 | $577K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 6,331 | $548K |
| Moneco Advisors, LLC | 0.05% | No change | 6,031 | $522K |
| Castle Wealth Management LLC | 0.17% | No change | 5,444 | $471K |
| FMR LLC | 0.00% | Reduce -1.4% | 5,290 | $458K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -9.7% | 5,060 | $438K |
| AE Wealth Management LLC | 0.00% | Add +12.3% | 4,886 | $423K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.0% | 4,708 | $408K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.8% | 4,407 | $382K |
| Fearless Solutions, LLC dba Best Invest | 0.26% | Reduce -2.3% | 4,270 | $370K |
| Symphony Financial Services, Inc. | 0.22% | Add +2.5% | 4,178 | $362K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,483 | $302K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 3,340 | $289K |
| SteelPeak Wealth, LLC | 0.01% | No change | 3,289 | $285K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,115 | $270K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,980 | $258K |
| Calton & Associates, Inc. | 0.04% | Reduce -6.0% | 2,521 | $218K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -2.7% | 2,511 | $217K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,500 | $216K |
| Wesbanco Bank Inc. | 0.01% | New | 2,429 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.0% | 2,358 | $204K |
| Jones Financial Companies LLLP | 0.00% | Add +6.2% | 2,324 | $200K |
| Cwm, LLC | 0.00% | Add +9.6% | 1,559 | $135K |
| S.A. Mason LLC | 0.06% | No change | 1,450 | $126K |
| UBS Group AG | 0.00% | Reduce -65.2% | 1,352 | $117K |
| Minot DeBlois Advisors LLC | 0.11% | No change | 1,324 | $115K |
| Global Retirement Partners, LLC | 0.00% | — | 1,310 | $113K |
| Ameriflex Group, Inc. | 0.05% | Reduce -28.5% | 1,158 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 724 | $63K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $51K |
| National Bank of Canada | 0.00% | No change | 449 | $39K |
| Global Wealth Strategies & Associates | 0.01% | No change | 357 | $31K |
| 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% | No change | 290 | $25K |
| Wells Fargo & Company | 0.00% | Reduce -87.1% | 185 | $16K |
| Private Trust Co. NA | 0.00% | No change | 179 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 58 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 58 | $5K |
| North Capital, Inc. | 0.00% | Add +10.6% | 52 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $82 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.