Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $25.4M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
13% more funds holding
Funds holding: 24 → 27 (+3)
11% more capital invested
Capital invested by funds: $22.8M → $25.4M (+$2.57M)
1.02% more ownership
Funds ownership: 20.52% → 21.55% (+1%)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$999K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$391K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$356K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$274K |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$127K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$63.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$53.4K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | -$1.05M | -19,361 | -98% |
|
|
JAWM
27
J. Arnold Wealth Management
Youngstown,
Ohio
| $2.71K | +$2.71K | +50 | New |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$17K | -330 | Closed |
|
UPGD Hedge Fund Activity: Q4 2022 in Review
27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2022, worth a combined $25.4M — up 11% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $999K. The largest seller was Royal Bank of Canada, cutting an estimated $1.05M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $25.4M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $999K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2022.