Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
23 hedge funds and large institutions have $40.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
1% more capital invested
Capital invested by funds: $39.8M → $40.2M (+$341K)
0.43% less ownership
Funds ownership: 21.91% → 21.48% (-0.43%)
12% less funds holding
Funds holding: 26 → 23 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.52M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$951K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$571K |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$460K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$774K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$442K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$377K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
26
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$232K | -6,350 | Closed |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$19K | -526 | Closed |
|
UPGD Hedge Fund Activity: Q4 2016 in Review
23 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2016, worth a combined $40.2M — up 0.86% from $39.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UPGD and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Wells Fargo, adding an estimated $1.52M. The largest seller was Susquehanna International Group, cutting an estimated $1.71M.
- 23 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2016, down from 26 in Q3 2016.
- Funds reported $40.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2016, up 0.86% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2016 and 5 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2016 was Wells Fargo, an estimated $1.52M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2016.