Free Trial

Invesco Bloomberg Pricing Power ETF (POWA) Institutional Ownership

$83.72
+0.10 (+0.12%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Bloomberg Pricing Power ETF (NYSEARCA:POWA)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$25.75M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.90M
Get POWA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Bloomberg Pricing Power ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

POWA Institutional Buying and Selling by Quarter

Invesco Bloomberg Pricing Power ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/20241900 Wealth Management LLC82,404$6.47M0.6%+24.7%3.323%
11/4/2024Sigma Planning Corp8,727$741K0.0%+69.4%0.352%
10/31/2024 Castle Wealth Management LLC5,470$464K0.2%-2.2%0.221%
10/22/2024 Private Advisor Group LLC3,354$285K0.0%-14.9%0.135%
10/11/2024 Creative Planning73,934$6.28M0.0%-6.1%2.981%
10/11/2024 Wesbanco Bank Inc.2,429$206K0.0%N/A0.098%
10/9/2024 Pacific Sun Financial Corp19,064$1.62M0.9%-4.8%0.769%
10/8/2024 CWM LLC2,426$206K0.0%-5.2%0.098%
10/1/2024 Global Wealth Strategies & Associates340$29K0.0%N/A0.014%
8/16/2024 Creative Planning78,718$6.12M0.0%-16.0%3.174%
8/14/2024Delos Wealth Advisors LLC32,817$2.55M2.5%+9.0%1.323%
8/13/2024AE Wealth Management LLC5,601$435K0.0%-3.5%0.226%
8/12/2024Mercer Global Advisors Inc. ADV146,730$11.40M0.0%-2.1%5.917%
8/8/2024Envestnet Asset Management Inc.139,881$10.87M0.0%-2.6%5.640%
8/6/2024Caprock Group LLC11,458$890K0.0%-9.8%0.462%
7/31/2024Commonwealth Equity Services LLC49,375$3.84M0.0%-1.8%1.991%
7/26/20241900 Wealth Management LLC66,095$5.13M0.5%-19.8%2.665%
7/19/2024 Pacific Sun Financial Corp20,024$1.56M0.9%-2.5%0.807%
7/19/2024 Calton & Associates Inc.2,676$208K0.1%-5.8%0.108%
7/10/2024 CWM LLC2,558$199K0.0%-42.3%0.103%
6/11/2024EverSource Wealth Advisors LLC1,513$113K0.0%N/A0.061%
5/24/2024Cetera Advisors LLC5,505$432K0.0%N/A0.222%
5/17/2024Jaffetilchin Investment Partners LLC27,005$2.12M0.2%N/A1.089%
5/9/2024Delos Wealth Advisors LLC30,111$2.36M2.7%N/A1.167%
5/6/2024Advisory Alpha LLC4,673$367K0.0%N/A0.181%
5/1/2024Connecticut Wealth Management LLC3,128$246K0.0%N/A0.121%
4/30/2024Caprock Group LLC12,708$998K0.1%N/A0.493%
4/29/2024Commonwealth Equity Services LLC50,279$3.95M0.0%N/A1.949%
4/29/2024 Castle Wealth Management LLC5,595$439K0.2%N/A0.217%
4/25/2024 Capital Investment Advisory Services LLC20,166$1.58M0.2%N/A0.782%
4/24/20241900 Wealth Management LLC82,404$6.47M0.6%N/A3.194%
4/24/2024 Solstein Capital LLC8,963$704K0.5%N/A0.347%
4/23/2024 Global Retirement Partners LLC2,556$201K0.0%N/A0.099%
4/23/2024Raymond James Financial Services Advisors Inc.18,610$1.46M0.0%N/A0.721%
4/19/2024 First Trust Direct Indexing L.P.16,308$1.28M0.1%N/A0.000%
4/16/2024 Calton & Associates Inc.2,842$223K0.1%N/A0.000%
4/15/2024Wealthcare Advisory Partners LLC3,881$305K0.0%N/A0.000%
4/15/2024 S.A. Mason LLC1,450$114K0.1%N/A0.000%
4/10/2024BCS Wealth Management3,100$243K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

POWA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of POWA shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco Bloomberg Pricing Power ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($11.40M), Envestnet Asset Management Inc. ($10.87M), 1900 Wealth Management LLC ($6.47M), Creative Planning ($6.28M), Commonwealth Equity Services LLC ($3.84M), Delos Wealth Advisors LLC ($2.55M), and Jaffetilchin Investment Partners LLC ($2.12M).Learn more on POWA's institutional investors.

Which institutional investors have been buying Invesco Bloomberg Pricing Power ETF stock?

Of the 22 institutional investors that purchased Invesco Bloomberg Pricing Power ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1900 Wealth Management LLC ($98.71K), Commonwealth Equity Services LLC ($50.28K), Delos Wealth Advisors LLC ($32.82K), Jaffetilchin Investment Partners LLC ($27.01K), Capital Investment Advisory Services LLC ($20.17K), Raymond James Financial Services Advisors Inc. ($18.61K), and First Trust Direct Indexing L.P. ($16.31K).

How much institutional buying is happening at Invesco Bloomberg Pricing Power ETF?

Institutional investors have bought a total of 326,156 shares in the last 24 months. This purchase volume represents approximately $25.75M in transactions.

Which Invesco Bloomberg Pricing Power ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Invesco Bloomberg Pricing Power ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($19.75K), 1900 Wealth Management LLC ($16.31K), Envestnet Asset Management Inc. ($3.70K), Mercer Global Advisors Inc. ADV ($3.15K), CWM LLC ($2.01K), Pacific Sun Financial Corp ($1.47K), and Caprock Group LLC ($1.25K).

How much institutional selling is happening at Invesco Bloomberg Pricing Power ETF?

Institutional investors have sold a total of 49,626 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.



This page (NYSEARCA:POWA) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners