Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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.
10% more capital invested
Capital invested by funds: $20.9M → $23M (+$2.17M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.85% more ownership
Funds ownership: 19.16% → 20.02% (+0.85%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$437K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$288K |
| 3 |
LFP
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
+$202K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$58.3K |
| 5 |
LPL Financial
San Diego,
California
|
+$6.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$468K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$249K |
| 3 |
Morgan Stanley
New York
|
-$42.8K |
| 4 |
MWM
MGB Wealth Management
Addison,
Texas
|
-$24K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$20.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Clearstead Advisors
Cleveland,
Ohio
| $35.9K | – | – | – |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $30.2K | – | – | – |
|
|
PWA
28
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.95K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $26 | – | – | – |
|
UPGD Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2024, worth a combined $23M — up 10% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new UPGD positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $437K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $468K.
- 28 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2024, up from 27 in Q2 2024.
- Funds reported $23M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2024 was Citadel Advisors, an estimated $437K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $468K sold.
Based on aggregated 13F filings for Q3 2024.