Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
32 hedge funds and large institutions have $44M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
14% more funds holding
Funds holding: 28 → 32 (+4)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
1.4% less ownership
Funds ownership: 18.05% → 16.65% (-1.4%)
6% less capital invested
Capital invested by funds: $46.7M → $44M (-$2.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$881K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$172K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$115K |
| 4 |
Jane Street
New York
|
+$101K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
+$85.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.59M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$535K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$530K |
| 4 |
Morgan Stanley
New York
|
-$464K |
| 5 |
SG Americas Securities
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $16.5K | +$916 | +27 | +6% |
|
|
RIA
27
Regal Investment Advisors
Kentwood,
Michigan
| $15K | +$14.4K | +425 | New |
|
|
MA
28
MCF Advisors
Covington,
Kentucky
| $7K | – | – | – |
|
|
PMFA
29
Plante Moran Financial Advisors
Southfield,
Michigan
| $5K | +$4.51K | +133 | New |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| $84 | +$81.5K | +2,400 | New |
|
|
CS
32
Credit Suisse
Zurich,
Switzerland
| – | -$3.59M | -106,404 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$16K | -486 | Closed |
|
34
Parallax Volatility Advisers
San Francisco,
California
| – | +$34 | +1 | New |
|
UPGD Hedge Fund Activity: Q4 2014 in Review
32 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2014, worth a combined $44M — down 5.8% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UPGD positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $881K. The largest seller was Credit Suisse, exiting entirely with an estimated $3.59M sold.
- 32 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2014, up from 28 in Q3 2014.
- Funds reported $44M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2014, down 5.8% quarter-over-quarter.
- 7 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2014 and 2 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $881K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2014 was Credit Suisse, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2014.