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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

28 hedge funds and large institutions have $23M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$780K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$555K
3
LFP
3
Lakeshore Financial Planning
Michigan
$212K
4
UBS Group
4
UBS Group
Switzerland
$62.4K
5
LPL Financial
5
LPL Financial
California
$592K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
RJA
2
Raymond James & Associates
Florida
$4.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$409K
4
MWM
4
MGB Wealth Management
Texas
$410K
5
SMC
5
Smith, Moore & Co
Missouri
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$35.9K 500 – –
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$30.2K 417 – –
PWA
28
Provenance Wealth Advisors
Florida
$3.95K 55 – –
Wells Fargo
29
Wells Fargo
California
– – – –
CFGS
30
Concourse Financial Group Securities
Alabama
– – – –
1
2