Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
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 | -$29.7K | -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 |
|