Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
24 hedge funds and large institutions have $23.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
2.79% less ownership
Funds ownership: 18.74% → 15.95% (-2.8%)
7% less capital invested
Capital invested by funds: $25.2M → $23.3M (-$1.87M)
11% less funds holding
Funds holding: 27 → 24 (-3)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$481K |
| 2 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$202K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$190K |
| 4 |
LPL Financial
San Diego,
California
|
+$29.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.82M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$940K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$482K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$330K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$940K | -16,260 | Closed |
|
|
KA
27
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$330K | -5,695 | Closed |
|
|
EP
28
Eudaimonia Partners
Winchester,
Tennessee
| – | -$18K | -306 | Closed |
|
UPGD Hedge Fund Activity: Q2 2021 in Review
24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2021, worth a combined $23.3M — down 7.4% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPGD and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $481K. The largest seller was Raymond James & Associates, cutting an estimated $1.82M.
- 24 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2021, down from 27 in Q1 2021.
- Funds reported $23.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2021, down 7.4% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2021 and 4 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $481K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2021 was Raymond James & Associates, an estimated $1.82M sold.
Based on aggregated 13F filings for Q2 2021.