Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
25 hedge funds and large institutions have $35.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
2% more capital invested
Capital invested by funds: $34.5M → $35.3M (+$793K)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.92% less ownership
Funds ownership: 22.7% → 21.78% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.57M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$759K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$715K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$82.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.08M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.22M |
| 3 |
Jane Street
New York
|
-$896K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$257K |
| 5 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCIG
26
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$166K | -3,883 | Closed |
|
|
FAAS
27
First Allied Advisory Services
San Diego,
California
| – | -$4K | -87 | Closed |
|
28
Citigroup
New York
| – | -$1K | -27 | Closed |
|
UPGD Hedge Fund Activity: Q4 2019 in Review
25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2019, worth a combined $35.3M — up 2.3% from $34.5M a quarter earlier.
Fund positioning in UPGD was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.57M. The largest seller was Raymond James & Associates, cutting an estimated $3.08M.
- 25 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $35.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2019, up 2.3% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2019 and 3 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $1.57M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2019 was Raymond James & Associates, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2019.