Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
UPGD
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
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $54.1K | 782 | – | – |
|
|
TCOT
27
Trust Company of Toledo
Holland,
Ohio
| $42.6K | 600 | +600 | New |
|
28
Fidelity Investments
Boston,
Massachusetts
| $39.6K | 558 | – | – |
|
|
CA
29
Clearstead Advisors
Cleveland,
Ohio
| $35.5K | 500 | – | – |
|
|
OSAM
30
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $29.6K | 417 | – | – |
|
|
MCM
31
MAI Capital Management
Independence,
Ohio
| $19.5K | 275 | – | – |
|
|
PWA
32
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.9K | 55 | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $1.77K | 25 | – | – |
|
34
Wells Fargo
San Francisco,
California
| $47 | 1 | +1 | New |
|
|
FCH
35
Freestone Capital Holdings
Seattle,
Washington
| – | – | -3,263 | Closed |
|
|
SMC
36
Smith, Moore & Co
Clayton,
Missouri
| – | – | -2,895 | Closed |
|
|
AG
37
AmeriFlex Group
Las Vegas,
Nevada
| – | – | -82 | Closed |
|