Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
24 hedge funds and large institutions have $22.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $21.7M → $22.8M (+$1.09M)
0.63% more ownership
Funds ownership: 19.89% → 20.52% (+0.63%)
8% less funds holding
Funds holding: 26 → 24 (-2)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.85M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$872K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$130K |
| 4 |
LPL Financial
San Diego,
California
|
+$15.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$823K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$653K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$447K |
| 4 |
SI
Saxon Interests
Houston,
Texas
|
-$234K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$130K |
UPGD Hedge Fund Activity: Q3 2022 in Review
24 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2022, worth a combined $22.8M — up 5% from $21.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UPGD and 0 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 6 added.
The largest buyer was Raymond James & Associates, adding an estimated $2.85M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $823K.
- 24 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2022, down from 26 in Q2 2022.
- Funds reported $22.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2022, up 5% quarter-over-quarter.
- 0 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2022 and 2 closed out, a net change of -2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $2.85M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $823K sold.
Based on aggregated 13F filings for Q3 2022.