POWA — INVESCO BLOOMBERG PRICING PO
As of Q2 2026, 8 SEC-registered investment managers reported holding POWA (INVESCO BLOOMBERG PRICING PO) in their latest 13F filings, with a combined reported value of $8.00M across 90.00K shares. That is +1.7% by share count (+1.50K shares) versus the previous quarter, while reported value moved +4.9%. Ownership is concentrated: the five largest holders account for 98.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 36.68K | $3.26M | 0.00% | Add |
| Morgan Stanley history | 29.48K | $2.62M | 0.00% | Hold |
| Bank of America Corp history | 17.04K | $1.51M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.02K | $357.40K | 0.00% | Reduce |
| UBS Group AG history | 1.24K | $109.72K | 0.00% | Reduce |
| PNC Financial Services history | 1.14K | $101.28K | 0.00% | Hold |
| JPMorgan Chase & Co history | 350 | $30.98K | 0.00% | New |
| BlackRock Inc history | 50 | $4.44K | 0.00% | New |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 29.58K | $2.55M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.93K | $2.49M | 0.00% | Hold |
| Bank of America Corp history | 18.55K | $1.60M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.85K | $503.97K | 0.00% | Add |
| Citadel Advisors history | 3.10K | $266.89K | 0.00% | New |
| UBS Group AG history | 1.35K | $116.47K | 0.00% | Hold |
| PNC Financial Services history | 1.14K | $98.21K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $64 | 0.00% | New |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 31.20K | $2.81M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.83K | $2.59M | 0.00% | Reduce |
| Bank of America Corp history | 20.33K | $1.83M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.22K | $469.40K | 0.00% | Hold |
| Two Sigma Investments history | 3.00K | $269.83K | 0.00% | New |
| UBS Group AG history | 1.35K | $121.61K | 0.00% | Hold |
| PNC Financial Services history | 1.14K | $102.54K | 0.00% | Hold |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 32.68K | $2.96M | 0.00% | Reduce |
| Goldman Sachs Group history | 30.22K | $2.74M | 0.00% | Add |
| Bank of America Corp history | 20.17K | $1.83M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.23K | $473.54K | 0.00% | Reduce |
| Citadel Advisors history | 4.58K | $414.50K | 0.00% | New |
| UBS Group AG history | 1.35K | $122.39K | 0.00% | Hold |
| PNC Financial Services history | 1.14K | $103.19K | 0.00% | New |
| JPMorgan Chase & Co history | 118 | $10.68K | 0.00% | New |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 33.52K | $2.90M | 0.00% | Reduce |
| Goldman Sachs Group history | 23.55K | $2.04M | 0.00% | Add |
| Bank of America Corp history | 19.96K | $1.73M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.29K | $457.97K | 0.00% | Reduce |
| UBS Group AG history | 1.35K | $117.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 185 | $16.03K | 0.00% | Reduce |
Q1 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 36.86K | $3.03M | 0.00% | Add |
| Bank of America Corp history | 20.25K | $1.66M | 0.00% | Reduce |
| Goldman Sachs Group history | 14.88K | $1.22M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.37K | $440.91K | 0.00% | Add |
| Citadel Advisors history | 4.91K | $402.92K | 0.00% | Add |
| UBS Group AG history | 3.88K | $318.88K | 0.00% | Reduce |
| Two Sigma Investments history | 2.60K | $213.58K | 0.00% | New |
| Wells Fargo & Co history | 1.44K | $118.14K | 0.00% | New |
| PNC Financial Services history | 107 | $8.79K | 0.00% | New |
| JPMorgan Chase & Co history | 51 | $4.19K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 350 sh · $30.98K
- BlackRock Inc 50 sh · $4.44K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 3.10K sh · $266.89K
- Wells Fargo & Co sold 1 sh · $64
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 36.68K | 28.93K | 28.83K | 30.22K | 23.55K | 14.88K | 43.59K | 9.64K | 7.56K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 7.13K | — | — | — | — |
| Morgan Stanley | 29.48K | 29.58K | 31.20K | 32.68K | 33.52K | 36.86K | 35.55K | 37.40K | 39.65K | 40.56K | 45.70K | 49.25K | 95.72K | 83.12K | 270.50K | 168.86K | 66.63K | 74.32K | 92.92K | 44.35K |
| Bank of America Corp | 17.04K | 18.55K | 20.33K | 20.17K | 19.96K | 20.25K | 21.48K | 125.31K | 26.20K | 29.26K | 28.01K | 38.92K | 50.64K | 103.43K | 56.04K | 50.46K | 65.01K | 68.36K | 65.95K | 84.91K |
| Fidelity Management & Research (FMR) | 4.02K | 5.85K | 5.22K | 5.23K | 5.29K | 5.37K | 4.56K | 4.66K | 1.94K | 1.94K | 1.43K | 1.21K | 1.28K | 1.30K | 1.13K | 878 | 1.27K | 1.26K | 1.21K | 1.07K |
| UBS Group AG | 1.24K | 1.35K | 1.35K | 1.35K | 1.35K | 3.88K | 4.78K | 4.77K | 5.02K | 5.76K | 5.76K | 5.66K | 5.59K | 5.59K | 4.30K | 3.92K | 3.29K | 2.31K | 2.03K | 3.90K |
| PNC Financial Services | 1.14K | 1.14K | 1.14K | 1.14K | — | 107 | — | — | — | — | — | — | — | — | — | 1.55K | 1.58K | 1.58K | 1.58K | 1.66K |
| JPMorgan Chase & Co | 350 | — | — | 118 | — | 51 | 215 | 215 | — | — | — | — | — | — | 3 | — | — | — | — | — |
| BlackRock Inc | 50 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 3.10K | — | 4.58K | — | 4.91K | 3.47K | 3.06K | 6.87K | 11.39K | 6.40K | 27.52K | — | 3.60K | — | — | 7.24K | 9.22K | — | 13.42K |
| Two Sigma Investments | — | — | 3.00K | — | — | 2.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | — | 1 | — | — | 185 | 1.44K | — | — | — | 117 | 5.01K | 5.38K | 5.94K | 23.70K | 21.19K | 21.47K | 20.75K | 28.40K | 3.89K | 3.93K |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 173.16K | 106.40K | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | 20 | 20 | 20 | 20 | 20 | 20 | — | 292 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details