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Invesco Bloomberg Analyst Rating Improvers ETF
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Overview Fund Activity

34 hedge funds and large institutions have $22.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSCM
1
Del-Sette Capital Management
New York
$784K
2
Citadel Advisors
2
Citadel Advisors
Florida
$572K
3
QCM
3
Quantinno Capital Management
New York
$232K
4
TCOT
4
Trust Company of Toledo
Ohio
$42.6K
5
UBS Group
5
UBS Group
Switzerland
$125K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$993K
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.12M
3
Raymond James Financial
3
Raymond James Financial
Florida
$12.8M
4
FCH
4
Freestone Capital Holdings
Washington
$0
5
SMC
5
Smith, Moore & Co
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$12.8M 179,823 -4,456 -2%
TRCT
2
Tower Research Capital (TRC)
New York
$1.12M 15,847 -4,809 -23%
LPL Financial
3
LPL Financial
California
$993K 13,997 -12,272 -47%
DSCM
4
Del-Sette Capital Management
New York
$784K 11,042 +11,042 New
AGP
5
Aspire Growth Partners
Florida
$736K 10,368 – –
OFG
6
Oxford Financial Group
Indiana
$710K 10,000 – –
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$637K 8,976 – –
HSA
8
HBK Sorce Advisory
Pennsylvania
$629K 8,866 +228 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$572K 8,061 +8,061 New
TWPM
10
Total Wealth Planning & Management
Florida
$414K 5,831 -47 -0.8%
MWM
11
MGB Wealth Management
Texas
$404K 5,700 – –
MQWP
12
Morey & Quinn Wealth Partners
Nebraska
$334K 4,706 -210 -4%
MEG
13
Millstone Evans Group
Colorado
$320K 4,512 – –
FTUS
14
Flow Traders U.S.
New York
$287K 4,051 -1,194 -23%
Morgan Stanley
15
Morgan Stanley
New York
$281K 3,962 -1,011 -20%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$260K 3,586 – –
YWS
17
Yarger Wealth Strategies
Ohio
$250K 3,516 – –
FAM
18
Formidable Asset Management
Ohio
$234K 3,340 – –
QCM
19
Quantinno Capital Management
New York
$232K 3,263 +3,263 New
GWM
20
Geneos Wealth Management
Colorado
$177K 2,500 -2,500 -50%
UBS Group
21
UBS Group
Switzerland
$125K 1,768 +266 +18%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$103K 1,450 – –
AIA
23
Arcadia Investment Advisors
Idaho
$71K 245 +15 +7%
Bank of America
24
Bank of America
North Carolina
$66.1K 932 – –
SS
25
Sunbelt Securities
Texas
$60.8K 880 – –
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