Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
25 hedge funds and large institutions have $37.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
0.1% less ownership
Funds ownership: 22.51% → 22.41% (-0.1%)
0% less capital invested
Capital invested by funds: $37.6M → $37.5M (-$137K)
7% less funds holding
Funds holding: 27 → 25 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$484K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$245K |
| 3 |
Jane Street
New York
|
+$228K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$113K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$82.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$412K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$311K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$91.8K |
| 5 |
LPL Financial
San Diego,
California
|
-$47.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
26
WealthBridge Capital Management
Westerville,
Ohio
| – | -$17K | -372 | Closed |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$13K | -300 | Closed |
|
|
IWP
28
Icon Wealth Partners
Houston,
Texas
| – | -$4K | -87 | Closed |
|
UPGD Hedge Fund Activity: Q2 2019 in Review
25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2019, worth a combined $37.5M — down 0.36% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPGD and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Raymond James & Associates, adding an estimated $484K. The largest seller was Susquehanna International Group, cutting an estimated $1.34M.
- 25 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2019, down from 27 in Q1 2019.
- Funds reported $37.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2019, down 0.36% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2019 and 4 closed out, a net change of -2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2019 was Raymond James & Associates, an estimated $484K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2019 was Susquehanna International Group, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2019.