Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
23 hedge funds and large institutions have $43.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
1% more capital invested
Capital invested by funds: $43.1M → $43.7M (+$637K)
0.48% more ownership
Funds ownership: 22.01% → 22.5% (+0.48%)
15% less funds holding
Funds holding: 27 → 23 (-4)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.69M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$125K |
| 3 |
SG Americas Securities
New York
|
+$63.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$786K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$429K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$256K |
| 4 |
LPL Financial
San Diego,
California
|
-$232K |
| 5 |
Jane Street
New York
|
-$195K |
UPGD Hedge Fund Activity: Q2 2017 in Review
23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2017, worth a combined $43.7M — up 1.5% from $43.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPGD and 0 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.69M. The largest seller was Raymond James & Associates, cutting an estimated $786K.
- 23 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2017, down from 27 in Q1 2017.
- Funds reported $43.7M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2017, up 1.5% quarter-over-quarter.
- 0 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2017 and 4 closed out, a net change of -4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $2.69M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2017 was Raymond James & Associates, an estimated $786K sold.
Based on aggregated 13F filings for Q2 2017.