Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
21 hedge funds and large institutions have $41.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
11% more funds holding
Funds holding: 19 → 21 (+2)
7% more capital invested
Capital invested by funds: $38.7M → $41.5M (+$2.74M)
0.58% more ownership
Funds ownership: 21.45% → 22.03% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$998K |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$780K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$508K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$366K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$539K |
| 3 |
SG Americas Securities
New York
|
-$214K |
| 4 |
Jane Street
New York
|
-$175K |
| 5 |
Morgan Stanley
New York
|
-$16.3K |
UPGD Hedge Fund Activity: Q2 2018 in Review
21 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2018, worth a combined $41.5M — up 7.1% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UPGD positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $998K. The largest seller was Susquehanna International Group, cutting an estimated $2.88M.
- 21 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2018, up from 19 in Q1 2018.
- Funds reported $41.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2018, up 7.1% quarter-over-quarter.
- 7 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2018 and 5 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2018 was Raymond James & Associates, an estimated $998K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2018 was Susquehanna International Group, an estimated $2.88M sold.
Based on aggregated 13F filings for Q2 2018.