Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $25.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 23 → 27 (+4)
1% more capital invested
Capital invested by funds: $25M → $25.2M (+$234K)
1.38% less ownership
Funds ownership: 20.12% → 18.74% (-1.4%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$282K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$154K |
| 4 |
LPL Financial
San Diego,
California
|
+$103K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.34M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$806K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$345K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$88.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $3K | +$3.35K | +60 | New |
|
|
MA
27
Montag & Associates
Atlanta,
Georgia
| $2K | +$1.68K | +30 | New |
|
UPGD Hedge Fund Activity: Q1 2021 in Review
27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2021, worth a combined $25.2M — up 0.94% from $25M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1M. The largest seller was Royal Bank of Canada, cutting an estimated $2.34M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $25.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2021, up 0.94% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2021 and 0 closed out, a net change of +4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $1M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2021.