Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $20.9M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.74% less ownership
Funds ownership: 19.9% → 19.16% (-0.74%)
12% less capital invested
Capital invested by funds: $23.7M → $20.9M (-$2.85M)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$229K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$57.3K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$36.7K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$32.6K |
| 5 |
Morgan Stanley
New York
|
+$4.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$877K |
| 3 |
HF
HRT Financial
New York
|
-$303K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$189K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWA
26
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.6K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $1.11K | -$83.9K | -1,289 | -99% |
|
28
Wells Fargo
San Francisco,
California
| $24 | – | – | – |
|
|
HF
29
HRT Financial
New York
| – | -$303K | -4,592 | Closed |
|
|
VL
30
Vima LLC
Troy,
Michigan
| – | -$31.2K | -563 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$20K | -305 | Closed |
|
UPGD Hedge Fund Activity: Q2 2024 in Review
27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2024, worth a combined $20.9M — down 12% from $23.7M a quarter earlier.
Fund positioning in UPGD was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $229K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.14M.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $20.9M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2024, down 12% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $229K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2024.