Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
22 hedge funds and large institutions have $32.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
5% more funds holding
Funds holding: 21 → 22 (+1)
0.09% more ownership
Funds ownership: 22.84% → 22.93% (+0.09%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
26% less capital invested
Capital invested by funds: $44.5M → $32.8M (-$11.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$199K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$136K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.96M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.35M |
| 3 |
LPL Financial
San Diego,
California
|
-$355K |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$217K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$205K |
UPGD Hedge Fund Activity: Q4 2018 in Review
22 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2018, worth a combined $32.8M — down 26% from $44.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPGD positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.05M. The largest seller was Raymond James & Associates, cutting an estimated $1.96M.
- 22 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2018, up from 21 in Q3 2018.
- Funds reported $32.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2018 and 2 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $2.05M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2018 was Raymond James & Associates, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2018.