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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

26 hedge funds and large institutions have $37.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.66M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.42M
3
BO
3
Bank OZK
Arkansas
$283K
4
DLHL
4
Donald L. Hagan LLC
Florida
$78K
5
UBS Group
5
UBS Group
Switzerland
$221K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.32M
2
RJA
2
Raymond James & Associates
Florida
$10.6M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$378K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.9M 516,768 -28,205 -5%
RJA
2
Raymond James & Associates
Florida
$10.6M 324,869 -80,576 -20%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.77M 54,061 -8,528 -14%
Jane Street
4
Jane Street
New York
$1.66M 50,703 +12,581 +33%
Stifel Financial
5
Stifel Financial
Missouri
$1.42M 43,328 +9,192 +27%
Morgan Stanley
6
Morgan Stanley
New York
$1.32M 40,460 -110,425 -73%
LPL Financial
7
LPL Financial
California
$1.08M 33,413 -9,613 -22%
Wells Fargo
8
Wells Fargo
California
$536K 16,418 -4,446 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$378K 11,572 -30,327 -72%
BO
10
Bank OZK
Arkansas
$283K 8,664 +8,664 New
Citadel Advisors
11
Citadel Advisors
Florida
$244K 7,472 -3,846 -34%
UBS Group
12
UBS Group
Switzerland
$221K 6,765 +1,586 +31%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$216K 6,602 -325 -5%
FAM
14
Formidable Asset Management
Ohio
$197K 5,900 -10,055 -63%
Bank of America
15
Bank of America
North Carolina
$173K 5,312 -1,518 -22%
DLHL
16
Donald L. Hagan LLC
Florida
$78K 2,402 +2,402 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$43K 1,300 -500 -28%
Citigroup
18
Citigroup
New York
$23K 705 -906 -56%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$17K 526 – –
Creative Planning
20
Creative Planning
Kansas
$16K 500 – –
MA
21
MCF Advisors
Kentucky
$7K 204 – –
AIG
22
American International Group
New York
$5K 166 -1,102 -87%
TRCT
23
Tower Research Capital (TRC)
New York
$5K 146 -938 -87%
MFS
24
MSI Financial Services
Massachusetts
$3K 87 – –
BFEC
25
Benjamin F. Edwards & Company
Missouri
$2K 71 – –
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