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 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 33 → 35 (+2)
0.51% less ownership
Funds ownership: 22.31% → 21.8% (-0.51%)
2% less capital invested
Capital invested by funds: $23.8M → $23.3M (-$501K)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$760K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 3 |
QCM
Quantinno Capital Management
New York
|
+$225K |
| 4 |
TCOT
Trust Company of Toledo
Holland,
Ohio
|
+$41.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$844K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$331K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$307K |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$228K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
Sunbelt Securities
Houston,
Texas
| $60.8K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $49.7K | -$5.64K | -82 | -10% |
|
|
TCOT
28
Trust Company of Toledo
Holland,
Ohio
| $42.6K | +$41.3K | +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 | +$69 | +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 |
|
UPGD Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2025, worth a combined $23.3M — down 2.1% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Del-Sette Capital Management, opening a new position worth an estimated $760K. The largest seller was LPL Financial, cutting an estimated $844K.
- 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $23.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2025, down 2.1% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2025 was Del-Sette Capital Management, an estimated $760K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2025 was LPL Financial, an estimated $844K sold.
Based on aggregated 13F filings for Q2 2025.