Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
35 hedge funds and large institutions have $23.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 35 → 35 (0)
0% less capital invested
Capital invested by funds: $23.3M → $23.2M (-$17.6K)
0.73% less ownership
Funds ownership: 21.8% → 21.07% (-0.73%)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$437K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$244K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$203K |
| 4 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$9.26K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$2.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.37M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$194K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$113K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$27.8K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $65K | -$4.7K | -64 | -7% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $51.8K | – | – | – |
|
|
TCOT
28
Trust Company of Toledo
Holland,
Ohio
| $44.9K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $41.8K | – | – | – |
|
|
CA
30
Clearstead Advisors
Cleveland,
Ohio
| $37.4K | – | – | – |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $31.2K | – | – | – |
|
|
MCM
32
MAI Capital Management
Independence,
Ohio
| $20.6K | – | – | – |
|
|
PWA
33
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $4.12K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $1.87K | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $50 | – | – | – |
|
UPGD Hedge Fund Activity: Q3 2025 in Review
35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2025, worth a combined $23.2M — down 0.08% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new UPGD positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.
The largest buyer was HRT Financial, opening a new position worth an estimated $437K. The largest seller was Raymond James Financial, cutting an estimated $1.37M.
- 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $23.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2025, down 0.08% quarter-over-quarter.
- 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2025 was HRT Financial, an estimated $437K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2025 was Raymond James Financial, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2025.