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 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$784K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$572K |
| 3 |
QCM
Quantinno Capital Management
New York
|
+$232K |
| 4 |
TCOT
Trust Company of Toledo
Holland,
Ohio
|
+$42.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SS
26
Sunbelt Securities
Houston,
Texas
| $60.8K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $54.1K | – | – | – |
|
|
TCOT
28
Trust Company of Toledo
Holland,
Ohio
| $42.6K | +$42.6K | +600 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $39.6K | – | – | – |
|
|
CA
30
Clearstead Advisors
Cleveland,
Ohio
| $35.5K | – | – | – |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $29.6K | – | – | – |
|
|
MCM
32
MAI Capital Management
Independence,
Ohio
| $19.5K | – | – | – |
|
|
PWA
33
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.9K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $1.77K | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $47 | +$47 | +1 | New |
|
|
FCH
36
Freestone Capital Holdings
Seattle,
Washington
| – | -$228K | -3,263 | Closed |
|
|
SMC
37
Smith, Moore & Co
Clayton,
Missouri
| – | -$203K | -2,895 | Closed |
|
|
AG
38
AmeriFlex Group
Las Vegas,
Nevada
| – | -$5.74K | -82 | Closed |
|