Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
30 hedge funds and large institutions have $52.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $44.8M → $52.5M (+$7.64M)
15% more funds holding
Funds holding: 26 → 30 (+4)
6.85% more ownership
Funds ownership: 16.71% → 23.56% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.08M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.21M |
| 4 |
Jane Street
New York
|
+$969K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.54M |
| 3 |
LPL Financial
San Diego,
California
|
-$222K |
| 4 |
JPTCCM
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
-$212K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$34.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | -$14.5K | -416 | -67% |
|
|
MA
27
MCF Advisors
Covington,
Kentucky
| $7K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $6K | +$6.63K | +190 | New |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
JPTCCM
30
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| – | -$212K | -5,757 | Closed |
|
UPGD Hedge Fund Activity: Q3 2015 in Review
30 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2015, worth a combined $52.5M — up 17% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.6M. The largest seller was Raymond James & Associates, cutting an estimated $4.01M.
- 30 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2015, up from 26 in Q2 2015.
- Funds reported $52.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2015, up 17% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2015 and 1 closed out, a net change of +4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $12.6M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2015 was Raymond James & Associates, an estimated $4.01M sold.
Based on aggregated 13F filings for Q3 2015.