Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
24 hedge funds and large institutions have $21M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.1% less ownership
Funds ownership: 20.56% → 20.47% (-0.1%)
11% less capital invested
Capital invested by funds: $23.5M → $21M (-$2.54M)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$935K |
| 2 |
HF
HRT Financial
New York
|
+$267K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$203K |
| 4 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$61.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$680K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$601K |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$459K |
UPGD Hedge Fund Activity: Q3 2020 in Review
24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2020, worth a combined $21M — down 11% from $23.5M a quarter earlier.
Fund positioning in UPGD was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $935K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.3M.
- 24 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $21M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2020, down 11% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2020 and 2 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $935K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2020 was Tower Research Capital (TRC), an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2020.