Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $43.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 23 → 27 (+4)
7% more capital invested
Capital invested by funds: $40.2M → $43.1M (+$2.92M)
0.53% more ownership
Funds ownership: 21.48% → 22.01% (+0.53%)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$530K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$439K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$421K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$303K |
| 5 |
Jane Street
New York
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$656K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$169K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$115K |
| 4 |
Morgan Stanley
New York
|
-$89.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$67.7K |
UPGD Hedge Fund Activity: Q1 2017 in Review
27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2017, worth a combined $43.1M — up 7.3% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $530K. The largest seller was Susquehanna International Group, cutting an estimated $656K.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2017, up from 23 in Q4 2016.
- Funds reported $43.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2017, up 7.3% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $530K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2017 was Susquehanna International Group, an estimated $656K sold.
Based on aggregated 13F filings for Q1 2017.