Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $37.6M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.
23% more funds holding
Funds holding: 22 → 27 (+5)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $32.8M → $37.6M (+$4.82M)
0.41% less ownership
Funds ownership: 22.93% → 22.51% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$836K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$260K |
| 3 |
SG Americas Securities
New York
|
+$166K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$89.5K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$67.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$878K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$27.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$24.4K |
UPGD Hedge Fund Activity: Q1 2019 in Review
27 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2019, worth a combined $37.6M — up 15% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $836K. The largest seller was Susquehanna International Group, cutting an estimated $2.21M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2019, up from 22 in Q4 2018.
- Funds reported $37.6M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2019 and 0 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2019 was Citadel Advisors, an estimated $836K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2019 was Susquehanna International Group, an estimated $2.21M sold.
Based on aggregated 13F filings for Q1 2019.