Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
22 hedge funds and large institutions have $40.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.42% less ownership
Funds ownership: 22.5% → 21.08% (-1.4%)
4% less funds holding
Funds holding: 23 → 22 (-1)
7% less capital invested
Capital invested by funds: $43.7M → $40.8M (-$2.95M)
83% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$404K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$259K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$210K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$95.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.25M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$572K |
| 4 |
Morgan Stanley
New York
|
-$423K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$166K |
UPGD Hedge Fund Activity: Q3 2017 in Review
22 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2017, worth a combined $40.8M — down 6.7% from $43.7M a quarter earlier.
Fund positioning in UPGD was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 12 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $404K. The largest seller was Susquehanna International Group, cutting an estimated $1.97M.
- 22 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2017, down from 23 in Q2 2017.
- Funds reported $40.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2017 was Virtu Financial, an estimated $404K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2017 was Susquehanna International Group, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2017.