Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$437K | |
| 2 | +$244K | |
| 3 | +$203K | |
| 4 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$9.26K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$2.42K |
Top Sellers
| 1 | -$1.37M | |
| 2 | -$194K | |
| 3 | -$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 |
|
|||
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 |
|