Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
25 hedge funds and large institutions have $25.9M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.97% less ownership
Funds ownership: 20.62% → 19.64% (-0.97%)
7% less funds holding
Funds holding: 27 → 25 (-2)
10% less capital invested
Capital invested by funds: $28.8M → $25.9M (-$2.87M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$174K |
| 2 |
SI
Saxon Interests
Houston,
Texas
|
+$42K |
| 3 |
Morgan Stanley
New York
|
+$37.7K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$31.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$23.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$610K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$207K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$176K |
| 5 |
LPL Financial
San Diego,
California
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$1.15M | -18,332 | Closed |
|
|
SMC
27
Smith, Moore & Co
Clayton,
Missouri
| – | -$207K | -3,295 | Closed |
|
|
MA
28
Montag & Associates
Atlanta,
Georgia
| – | -$2K | -30 | Closed |
|
UPGD Hedge Fund Activity: Q1 2022 in Review
25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2022, worth a combined $25.9M — down 10% from $28.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UPGD and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Geneos Wealth Management, adding an estimated $174K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.15M sold.
- 25 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2022, down from 27 in Q4 2021.
- Funds reported $25.9M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2022, down 10% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2022 and 3 closed out, a net change of -2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2022 was Geneos Wealth Management, an estimated $174K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2022.