Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
21 hedge funds and large institutions have $56.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
19% more capital invested
Capital invested by funds: $47.3M → $56.3M (+$9M)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4.58% less ownership
Funds ownership: 38.71% → 34.13% (-4.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$3.62M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$751K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.15M |
| 2 |
Morgan Stanley
New York
|
-$2.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$250K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$52.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$28K |
UPGD Hedge Fund Activity: Q3 2013 in Review
21 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2013, worth a combined $56.3M — up 19% from $47.3M a quarter earlier.
Fund positioning in UPGD was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 4 trimmed.
The largest buyer was Brinker Capital, adding an estimated $3.62M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.15M sold.
- 21 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $56.3M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2013, up 19% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2013 was Brinker Capital, an estimated $3.62M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $4.15M sold.
Based on aggregated 13F filings for Q3 2013.