Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
26 hedge funds and large institutions have $39.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
8% more capital invested
Capital invested by funds: $37M → $39.8M (+$2.85M)
0.95% more ownership
Funds ownership: 20.96% → 21.91% (+0.95%)
4% less funds holding
Funds holding: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.28M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.32M |
| 3 |
LPL Financial
San Diego,
California
|
+$505K |
| 4 |
SG Americas Securities
New York
|
+$504K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.15M |
| 3 |
Jane Street
New York
|
-$871K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$560K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| – | -$16K | -485 | Closed |
|
UPGD Hedge Fund Activity: Q3 2016 in Review
26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2016, worth a combined $39.8M — up 7.7% from $37M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPGD positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.28M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.
- 26 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2016, down from 27 in Q2 2016.
- Funds reported $39.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2016, up 7.7% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2016 and 1 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2016 was Susquehanna International Group, an estimated $2.28M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2016 was Raymond James Financial Services Advisors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2016.