Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $37M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 26 → 27 (+1)
0.53% more ownership
Funds ownership: 20.43% → 20.96% (+0.53%)
0% less capital invested
Capital invested by funds: $37.2M → $37M (-$171K)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$974K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$392K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$267K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$952K |
| 3 |
LPL Financial
San Diego,
California
|
-$555K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$489K |
| 5 |
Jane Street
New York
|
-$467K |
UPGD Hedge Fund Activity: Q2 2016 in Review
27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2016, worth a combined $37M — down 0.46% from $37.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.19M. The largest seller was Susquehanna International Group, cutting an estimated $1.21M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2016, up from 26 in Q1 2016.
- Funds reported $37M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2016, down 0.46% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2016 and 4 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2016 was Royal Bank of Canada, an estimated $1.19M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2016 was Susquehanna International Group, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2016.