Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
28 hedge funds and large institutions have $41.9M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 4 closing their positions.
5% less capital invested
Capital invested by funds: $44M → $41.9M (-$2.18M)
1.43% less ownership
Funds ownership: 16.65% → 15.22% (-1.4%)
13% less funds holding
Funds holding: 32 → 28 (-4)
71% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 17
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$131K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$84.8K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.2K |
| 4 |
JPTCCM
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
+$14.1K |
| 5 |
AIG
American International Group
New York
|
+$1.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$577K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$557K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$491K |
| 5 |
Morgan Stanley
New York
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
MCF Advisors
Covington,
Kentucky
| $7K | – | – | – |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
VFS
28
VSR Financial Services
Overland Park,
Kansas
| – | -$577K | -16,480 | Closed |
|
|
BRWA
29
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$84 | -2,400 | Closed |
|
30
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$52K | -1,508 | Closed |
|
|
PMFA
31
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5K | -133 | Closed |
|
UPGD Hedge Fund Activity: Q1 2015 in Review
28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2015, worth a combined $41.9M — down 5% from $44M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPGD and 0 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 5 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $131K. The largest seller was Susquehanna International Group, cutting an estimated $1.12M.
- 28 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2015, down from 32 in Q4 2014.
- Funds reported $41.9M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2015, down 5% quarter-over-quarter.
- 0 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2015 and 4 closed out, a net change of -4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2015 was Raymond James Financial Services Advisors, an estimated $131K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2015 was Susquehanna International Group, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2015.