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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

21 hedge funds and large institutions have $47.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2013 Q2 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

38.71% more ownership

Funds ownership: 0% → 38.71% (+39%)

Holders
21
Holders Change
+21
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$24.1M +$23.1M +851,082 New
Morgan Stanley
2
Morgan Stanley
New York
$6.64M +$6.37M +234,854 New
RJA
3
Raymond James & Associates
Florida
$4.81M +$4.61M +169,943 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.15M +$3.99M +146,850 New
SI
5
Stephens Inc
Arkansas
$2.08M +$2M +73,554 New
OC
6
Oppenheimer & Co
New York
$2M +$1.92M +70,694 New
Wells Fargo
7
Wells Fargo
California
$1.17M +$1.12M +41,308 New
CIBC World Market
8
CIBC World Market
Ontario, Canada
$793K +$761K +28,026 New
LPL Financial
9
LPL Financial
California
$519K +$498K +18,353 New
Bank of America
10
Bank of America
North Carolina
$383K +$368K +13,559 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$250K +$240K +8,840 New
Deutsche Bank
12
Deutsche Bank
Germany
$222K +$214K +7,884 New
Ameriprise
13
Ameriprise
Minnesota
$136K +$130K +4,800 New
U
14
UBS
Switzerland
$21K +$20.6K +759 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20K +$19K +700 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$18K +$17.5K +646 New
Creative Planning
17
Creative Planning
Kansas
$14K +$13.6K +500 New
Barclays
18
Barclays
United Kingdom
$8K +$7.25K +267 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3K +$3.26K +120 New
AIG
20
American International Group
New York
$2.86K +$2.74K +101 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$2K +$1.93K +71 New

UPGD Hedge Fund Activity: Q2 2013 in Review

21 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2013, worth a combined $47.3M.

Buyers outnumbered sellers: 21 funds opened new UPGD positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

  • 21 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $47.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2013.
  • 21 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2013 and 0 closed out, a net change of +21 holders.

Based on aggregated 13F filings for Q2 2013.