Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
23 hedge funds and large institutions have $42.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 22 → 23 (+1)
1.02% more ownership
Funds ownership: 21.08% → 22.1% (+1%)
4% more capital invested
Capital invested by funds: $40.8M → $42.5M (+$1.72M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.49M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.06M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$241K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$196K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$20.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.21M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$590K |
| 3 |
VF
Virtu Financial
New York
|
-$420K |
| 4 |
Morgan Stanley
New York
|
-$330K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$281K |
UPGD Hedge Fund Activity: Q4 2017 in Review
23 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2017, worth a combined $42.5M — up 4.2% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.21M.
- 23 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $42.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2017, up 4.2% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2017 and 3 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.49M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2017.