Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $26.6M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $23.2M → $26.6M (+$3.4M)
8% more funds holding
Funds holding: 25 → 27 (+2)
1.02% more ownership
Funds ownership: 20.36% → 21.38% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$372K |
| 2 |
Morgan Stanley
New York
|
+$357K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$322K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$685K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$363K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$163K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$137K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMIA
26
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $6.8K | – | – | – |
|
|
PWA
27
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.4K | – | – | – |
|
|
28
Wells Fargo
San Francisco,
California
| $22 | -$137K | -2,436 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$17K | -306 | Closed |
|
UPGD Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2023, worth a combined $26.6M — up 15% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UPGD positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $372K. The largest seller was Raymond James & Associates, cutting an estimated $685K.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $26.6M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 6 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2023 was Tower Research Capital (TRC), an estimated $372K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2023 was Raymond James & Associates, an estimated $685K sold.
Based on aggregated 13F filings for Q4 2023.