Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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.
Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIA
26
Arcadia Investment Advisors
Eagle,
Idaho
| $55.1K | 230 | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $54.1K | 782 | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $38.6K | 558 | -250 | -31% |
|
|
CA
29
Clearstead Advisors
Cleveland,
Ohio
| $34.6K | 500 | – | – |
|
30
Wells Fargo
San Francisco,
California
| $29.7K | 430 | +430 | New |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $28.8K | 417 | – | – |
|
|
MCM
32
MAI Capital Management
Independence,
Ohio
| $19K | 275 | +275 | New |
|
|
AG
33
AmeriFlex Group
Las Vegas,
Nevada
| $5.88K | 82 | +82 | New |
|
|
PWA
34
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.8K | 55 | – | – |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| $1.73K | 25 | +25 | New |
|
|
CFGS
36
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|