Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $23.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.48% less ownership
Funds ownership: 21.38% → 19.9% (-1.5%)
11% less capital invested
Capital invested by funds: $26.6M → $23.7M (-$2.85M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$548K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$412K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$362K |
| 4 |
HF
HRT Financial
New York
|
+$289K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.96M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.15M |
| 3 |
Morgan Stanley
New York
|
-$436K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$336K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | +$19.2K | +305 | New |
|
|
PWA
27
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.64K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $24 | – | – | – |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$336K | -5,437 | Closed |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| – | -$237K | -3,859 | Closed |
|
|
SI
31
Saxon Interests
Houston,
Texas
| – | -$228K | -3,692 | Closed |
|
|
GWMIA
32
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$6.8K | -110 | Closed |
|
UPGD Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2024, worth a combined $23.7M — down 11% from $26.6M a quarter earlier.
Fund positioning in UPGD was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 10 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $548K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.96M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $23.7M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $548K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $2.96M sold.
Based on aggregated 13F filings for Q1 2024.