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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

23 hedge funds and large institutions have $40.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.24M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.8M
3
RJA
3
Raymond James & Associates
Florida
$13.9M
4
SI
4
SII Investments
Wisconsin
$474K
5
UBS Group
5
UBS Group
Switzerland
$467K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.38M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.8M 438,134 +25,559 +6%
RJA
2
Raymond James & Associates
Florida
$13.9M 362,572 +15,333 +4%
Wells Fargo
3
Wells Fargo
California
$2.24M 58,301 +40,712 +231%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.38M 35,884 -46,040 -56%
LPL Financial
5
LPL Financial
California
$1.31M 33,833 +3,011 +10%
Morgan Stanley
6
Morgan Stanley
New York
$1.19M 31,020 -1,345 -4%
SG Americas Securities
7
SG Americas Securities
New York
$895K 23,308 +2,548 +12%
SI
8
SII Investments
Wisconsin
$474K 12,350 +12,350 New
UBS Group
9
UBS Group
Switzerland
$467K 12,170 +5,650 +87%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$326K 8,490 +785 +10%
HSA
11
HBK Sorce Advisory
Pennsylvania
$325K 8,467 -492 -5%
FAM
12
Formidable Asset Management
Ohio
$227K 5,900 – –
Jane Street
13
Jane Street
New York
$209K 5,435 -6,470 -54%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$190K 4,951 -10,119 -67%
Bank of America
15
Bank of America
North Carolina
$93K 2,413 +403 +20%
BIG
16
Bellwether Investment Group
Tennessee
$42K 1,096 +1,096 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$24K 600 -700 -54%
Creative Planning
18
Creative Planning
Kansas
$19K 500 – –
DADC
19
D.A. Davidson & Co
Montana
$17K 453 – –
MA
20
MCF Advisors
Kentucky
$8K 204 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3K 71 – –
MFS
22
MSI Financial Services
Massachusetts
$3K 87 – –
Stifel Financial
23
Stifel Financial
Missouri
– – -45,673 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– – -21,176 Closed
VKH
25
Virtu KCG Holdings
New York
– – -12,075 Closed
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