Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $74.6M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
33% more capital invested
Capital invested by funds: $56.3M → $74.6M (+$18.3M)
29% more funds holding
Funds holding: 21 → 27 (+6)
2.65% less ownership
Funds ownership: 34.13% → 31.48% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.11M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$2.65M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.15M |
| 4 |
Morgan Stanley
New York
|
+$992K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$369K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$248K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$33.9K |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$3K |
UPGD Hedge Fund Activity: Q4 2013 in Review
27 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2013, worth a combined $74.6M — up 33% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UPGD positions and 1 closed out — a net gain of 6 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $5.11M. The largest seller was Wells Fargo, cutting an estimated $369K.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2013, up from 21 in Q3 2013.
- Funds reported $74.6M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2013, up 33% quarter-over-quarter.
- 7 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2013 and 1 closed out, a net change of +6 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2013 was Raymond James & Associates, an estimated $5.11M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2013 was Wells Fargo, an estimated $369K sold.
Based on aggregated 13F filings for Q4 2013.