Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
31 hedge funds and large institutions have $21.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.
2.19% less ownership
Funds ownership: 23.2% → 21.01% (-2.2%)
11% less funds holding
Funds holding: 35 → 31 (-4)
16% less capital invested
Capital invested by funds: $25.1M → $21.1M (-$4.02M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$720K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$402K |
| 3 |
Jane Street
New York
|
+$291K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$55.9K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.32M |
| 2 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$809K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$674K |
| 4 |
HF
HRT Financial
New York
|
-$667K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOT
26
Trust Company of Toledo
Holland,
Ohio
| $43.7K | – | – | – |
|
|
CA
27
Clearstead Advisors
Cleveland,
Ohio
| $36.4K | – | – | – |
|
|
OSAM
28
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $30.4K | – | – | – |
|
|
KFAS
29
Keating Financial Advisory Services
Manhattan,
Kansas
| $12.3K | – | – | – |
|
|
PPC
30
Park Place Capital
Homewood,
Alabama
| $11.7K | +$12.3K | +161 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $1.82K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
|
DSCM
33
Del-Sette Capital Management
Schenectady,
New York
| – | -$809K | -10,937 | Closed |
|
|
HF
34
HRT Financial
New York
| – | -$667K | -9,026 | Closed |
|
|
FTUS
35
Flow Traders U.S.
New York
| – | -$302K | -4,086 | Closed |
|
36
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$272K | -3,596 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$93.1K | -1,258 | Closed |
|
|
MMHP
38
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| – | -$320K | -627 | Closed |
|
UPGD Hedge Fund Activity: Q1 2026 in Review
31 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2026, worth a combined $21.1M — down 16% from $25.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of UPGD and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $720K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.32M.
- 31 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2026, down from 35 in Q4 2025.
- Funds reported $21.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2026, down 16% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2026 and 6 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2026 was LPL Financial, an estimated $720K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2026 was Tower Research Capital (TRC), an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2026.