Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
27 hedge funds and large institutions have $80.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $74.6M → $80.7M (+$6.07M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4.56% less ownership
Funds ownership: 31.48% → 26.93% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.74M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.86M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$1.65M |
| 4 |
Jane Street
New York
|
+$293K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$3.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.58M |
| 3 |
Morgan Stanley
New York
|
-$770K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$165K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$139K |
UPGD Hedge Fund Activity: Q1 2014 in Review
27 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2014, worth a combined $80.7M — up 8.1% from $74.6M a quarter earlier.
Fund positioning in UPGD was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $5.74M. The largest seller was Stephens Inc, exiting entirely with an estimated $3.39M sold.
- 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $80.7M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2014, up 8.1% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2014 was Raymond James & Associates, an estimated $5.74M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2014 was Stephens Inc, an estimated $3.39M sold.
Based on aggregated 13F filings for Q1 2014.