Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
35 hedge funds and large institutions have $23.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 28 → 35 (+7)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1.56% more ownership
Funds ownership: 20.02% → 21.58% (+1.6%)
1% more capital invested
Capital invested by funds: $23M → $23.3M (+$263K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$435K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$163K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$52.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$31.1K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$389K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$50.1K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.8K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$5.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
26
Arcadia Investment Advisors
Eagle,
Idaho
| $55.1K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $54.1K | – | – | – |
|
|
28
Fidelity Investments
Boston,
Massachusetts
| $38.6K | -$18.1K | -250 | -31% |
|
|
CA
29
Clearstead Advisors
Cleveland,
Ohio
| $34.6K | – | – | – |
|
|
30
Wells Fargo
San Francisco,
California
| $29.7K | +$31.1K | +430 | New |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $28.8K | – | – | – |
|
|
MCM
32
MAI Capital Management
Independence,
Ohio
| $19K | +$19.9K | +275 | New |
|
|
AG
33
AmeriFlex Group
Las Vegas,
Nevada
| $5.88K | +$5.93K | +82 | New |
|
|
PWA
34
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.8K | – | – | – |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| $1.73K | +$1.81K | +25 | New |
|
UPGD Hedge Fund Activity: Q4 2024 in Review
35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2024, worth a combined $23.3M — up 1.1% from $23M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UPGD positions and 0 closed out — a net gain of 9 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $435K. The largest seller was Citadel Advisors, cutting an estimated $389K.
- 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2024, up from 28 in Q3 2024.
- Funds reported $23.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
- 9 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2024 and 0 closed out, a net change of +9 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $435K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2024 was Citadel Advisors, an estimated $389K sold.
Based on aggregated 13F filings for Q4 2024.