Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
33 hedge funds and large institutions have $23.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $23.3M → $23.8M (+$452K)
0.73% more ownership
Funds ownership: 21.58% → 22.31% (+0.73%)
6% less funds holding
Funds holding: 35 → 33 (-2)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$254K |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$231K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$199K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$741K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$378K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| 4 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$205K |
| 5 |
LFP
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $54.7K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $39.1K | – | – | – |
|
|
CA
28
Clearstead Advisors
Cleveland,
Ohio
| $35K | – | – | – |
|
|
OSAM
29
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $29.2K | – | – | – |
|
|
MCM
30
MAI Capital Management
Independence,
Ohio
| $19.3K | – | – | – |
|
|
AG
31
AmeriFlex Group
Las Vegas,
Nevada
| $5.74K | – | – | – |
|
|
PWA
32
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.85K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $1.75K | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $27 | -$30.5K | -430 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$378K | -5,468 | Closed |
|
|
QCIG
36
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$205K | -2,968 | Closed |
|
|
LFP
37
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| – | -$204K | -2,950 | Closed |
|
UPGD Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2025, worth a combined $23.8M — up 1.9% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPGD and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $1.28M. The largest seller was Raymond James Financial, cutting an estimated $741K.
- 33 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2025, down from 35 in Q4 2024.
- Funds reported $23.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2025, up 1.9% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2025 was LPL Financial, an estimated $1.28M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2025 was Raymond James Financial, an estimated $741K sold.
Based on aggregated 13F filings for Q1 2025.