Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
19 hedge funds and large institutions have $38.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.
0.65% less ownership
Funds ownership: 22.1% → 21.45% (-0.65%)
9% less capital invested
Capital invested by funds: $42.5M → $38.7M (-$3.79M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
17% less funds holding
Funds holding: 23 → 19 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$537K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$328K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$55.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$31.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$996K |
| 3 |
SG Americas Securities
New York
|
-$658K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$348K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$301K |
UPGD Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2018, worth a combined $38.7M — down 8.9% from $42.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UPGD and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $537K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.6M.
- 19 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2018, down from 23 in Q4 2017.
- Funds reported $38.7M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2018, down 8.9% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2018 and 7 closed out, a net change of -4 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2018 was Jane Street, an estimated $537K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q1 2018.