UPGD icon

Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

26 hedge funds and large institutions have $37.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.66M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.42M
3
BO
3
Bank OZK
Arkansas
$283K
4
DLHL
4
Donald L. Hagan LLC
Florida
$78K
5
UBS Group
5
UBS Group
Switzerland
$221K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.32M
2
RJA
2
Raymond James & Associates
Florida
$10.6M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$378K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
– -$1.32M -40,405 Closed
Ameriprise
27
Ameriprise
Minnesota
– -$376K -11,555 Closed
OC
28
Oppenheimer & Co
New York
– -$230K -7,063 Closed
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
– -$215K -6,591 Closed
MCM
30
Manchester Capital Management
Vermont
– -$36K -1,100 Closed
CCS
31
Crosspoint Capital Strategies
California
– -$15K -425 Closed
CFA
32
Carroll Financial Associates
North Carolina
– -$11K -361 Closed
1
2