Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
30 hedge funds and large institutions have $26.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
11% more funds holding
Funds holding: 27 → 30 (+3)
6% more capital invested
Capital invested by funds: $25.4M → $26.8M (+$1.46M)
0.96% more ownership
Funds ownership: 21.55% → 22.51% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$483K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$351K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$259K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$212K |
| 5 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$483K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$325K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$11.5K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.58K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$344 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
26
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $23.1K | – | – | – |
|
|
SWA
27
Sutton Wealth Advisors
Tampa,
Florida
| $22.2K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $18.3K | +$18.9K | +330 | New |
|
|
JAWM
30
J. Arnold Wealth Management
Youngstown,
Ohio
| $2.77K | – | – | – |
|
UPGD Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2023, worth a combined $26.8M — up 5.8% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UPGD positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $483K. The largest seller was Tower Research Capital (TRC), cutting an estimated $483K.
- 30 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $26.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2023, up 5.8% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2023 and 0 closed out, a net change of +3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2023 was HBK Sorce Advisory, an estimated $483K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2023 was Tower Research Capital (TRC), an estimated $483K sold.
Based on aggregated 13F filings for Q1 2023.