Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
21 hedge funds and large institutions have $44.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.
7% more capital invested
Capital invested by funds: $41.5M → $44.5M (+$3.03M)
0.81% more ownership
Funds ownership: 22.03% → 22.84% (+0.81%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$693K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$117K |
| 5 |
TC
Truvestments Capital
Sarasota,
Florida
|
+$91.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.83M |
| 2 |
Jane Street
New York
|
-$654K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$373K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$50.9K |
UPGD Hedge Fund Activity: Q3 2018 in Review
21 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2018, worth a combined $44.5M — up 7.3% from $41.5M a quarter earlier.
Fund positioning in UPGD was balanced in Q3 2018: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.63M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.83M.
- 21 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $44.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2018, up 7.3% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2018 and 4 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2018 was Raymond James & Associates, an estimated $2.63M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2018.