Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
29 hedge funds and large institutions have $28.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $26.8M → $28.5M (+$1.67M)
0.46% more ownership
Funds ownership: 22.51% → 22.97% (+0.46%)
3% less funds holding
Funds holding: 30 → 29 (-1)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$508K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$213K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$50.3K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$24.7K |
| 5 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
+$6.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$216K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$41.5K |
| 4 |
Morgan Stanley
New York
|
-$21.8K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$15.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
26
Sutton Wealth Advisors
Tampa,
Florida
| $23.3K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | -$221 | -4 | -1% |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| $19.2K | – | – | – |
|
|
GWMIA
29
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $6.4K | +$6.08K | +110 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$216K | -3,908 | Closed |
|
|
JAWM
31
J. Arnold Wealth Management
Youngstown,
Ohio
| – | -$2.77K | -50 | Closed |
|
UPGD Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2023, worth a combined $28.5M — up 6.2% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UPGD and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $508K. The largest seller was Citadel Advisors, exiting entirely with an estimated $216K sold.
- 29 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2023, down from 30 in Q1 2023.
- Funds reported $28.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2023 was Tower Research Capital (TRC), an estimated $508K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2023 was Citadel Advisors, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2023.