Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $28.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $25.9M → $28.8M (+$2.86M)
4% more funds holding
Funds holding: 26 → 27 (+1)
1.44% more ownership
Funds ownership: 19.17% → 20.62% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$608K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$291K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$207K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$71.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$49.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$181K |
| 2 |
Morgan Stanley
New York
|
-$89.8K |
| 3 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
-$72K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$31.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.2K |
UPGD Hedge Fund Activity: Q4 2021 in Review
27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2021, worth a combined $28.8M — up 11% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $608K. The largest seller was Tower Research Capital (TRC), cutting an estimated $181K.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2021, up from 26 in Q3 2021.
- Funds reported $28.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $608K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2021 was Tower Research Capital (TRC), an estimated $181K sold.
Based on aggregated 13F filings for Q4 2021.