Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
31 hedge funds and large institutions have $47.6M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 30 → 31 (+1)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
0.61% less ownership
Funds ownership: 23.56% → 22.95% (-0.61%)
9% less capital invested
Capital invested by funds: $52.5M → $47.6M (-$4.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.26M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$624K |
| 4 |
LPL Financial
San Diego,
California
|
+$584K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.59M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$1.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$321K |
| 5 |
Morgan Stanley
New York
|
-$259K |
UPGD Hedge Fund Activity: Q4 2015 in Review
31 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2015, worth a combined $47.6M — down 9.3% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.26M. The largest seller was Raymond James & Associates, cutting an estimated $5.46M.
- 31 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2015, up from 30 in Q3 2015.
- Funds reported $47.6M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2015, down 9.3% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2015 and 3 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $1.26M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2015 was Raymond James & Associates, an estimated $5.46M sold.
Based on aggregated 13F filings for Q4 2015.