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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

35 hedge funds and large institutions have $25.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $23.2M → $25.1M (+$1.86M)

2.13% more ownership

Funds ownership: 21.07% → 23.2% (+2.1%)

0% more funds holding

Funds holding: 35 → 35 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$912K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$433K
3
Stifel Financial
Stifel Financial
Missouri
+$253K
4
Raymond James Financial
Raymond James Financial
Florida
+$251K
5
HF
HRT Financial
New York
+$229K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$406K
2
UBS Group
UBS Group
Switzerland
-$375K
3
LPL Financial
LPL Financial
California
-$143K
4
SS
Sunbelt Securities
Texas
-$65.9K
5
MEG
Millstone Evans Group
Colorado
-$24.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$93.1K +$29K +390 +45%
AIA
27
Arcadia Investment Advisors
Idaho
$78.9K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$51.8K – – –
TCOT
29
Trust Company of Toledo
Ohio
$44.4K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$41.3K – – –
CA
31
Clearstead Advisors
Ohio
$37K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$30.9K – – –
KFAS
33
Keating Financial Advisory Services
Kansas
$12.5K +$12.6K +169 New
UBS Group
34
UBS Group
Switzerland
$3.85K -$375K -5,044 -99%
SPIA
35
Steward Partners Investment Advisory
New York
$1.85K – – –
Wells Fargo
36
Wells Fargo
California
$14 -$74 -1 Closed
Citadel Advisors
37
Citadel Advisors
Florida
– -$406K -5,421 Closed
SS
38
Sunbelt Securities
Texas
– -$65.9K -880 Closed
MCM
39
MAI Capital Management
Ohio
– -$20.6K -275 Closed
PWA
40
Provenance Wealth Advisors
Florida
– -$4.12K -55 Closed
1
2

UPGD Hedge Fund Activity: Q4 2025 in Review

35 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2025, worth a combined $25.1M — up 8% from $23.2M a quarter earlier.

Fund positioning in UPGD was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $912K. The largest seller was Citadel Advisors, exiting entirely with an estimated $406K sold.

  • 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $25.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2025, up 8% quarter-over-quarter.
  • 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2025 was Tower Research Capital (TRC), an estimated $912K added.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2025 was Citadel Advisors, an estimated $406K sold.

Based on aggregated 13F filings for Q4 2025.