Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
25 hedge funds and large institutions have $23.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.
2.61% less ownership
Funds ownership: 22.97% → 20.36% (-2.6%)
14% less funds holding
Funds holding: 29 → 25 (-4)
19% less capital invested
Capital invested by funds: $28.5M → $23.2M (-$5.32M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$40.9K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.4K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$15.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$589K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$523K |
| 4 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
-$430K |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$589K | -10,128 | Closed |
|
|
YWS
27
Yarger Wealth Strategies
Westerville,
Ohio
| – | -$430K | -7,391 | Closed |
|
|
SI
28
Saxon Interests
Houston,
Texas
| – | -$215K | -3,692 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$158K | -2,712 | Closed |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$19.2K | -330 | Closed |
|
UPGD Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2023, worth a combined $23.2M — down 19% from $28.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UPGD and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.04M. The largest seller was Raymond James & Associates, cutting an estimated $2.99M.
- 25 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2023, down from 29 in Q2 2023.
- Funds reported $23.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2023 was Citadel Advisors, an estimated $1.04M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2023 was Raymond James & Associates, an estimated $2.99M sold.
Based on aggregated 13F filings for Q3 2023.