Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
22 hedge funds and large institutions have $17.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
1.64% less ownership
Funds ownership: 21.78% → 20.14% (-1.6%)
12% less funds holding
Funds holding: 25 → 22 (-3)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
51% less capital invested
Capital invested by funds: $35.3M → $17.2M (-$18.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.21M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$734K |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$419K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$41.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.62M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.39M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$817K |
| 5 |
Jane Street
New York
|
-$762K |
UPGD Hedge Fund Activity: Q1 2020 in Review
22 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2020, worth a combined $17.2M — down 51% from $35.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UPGD and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was Raymond James & Associates, cutting an estimated $2.62M.
- 22 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2020, down from 25 in Q4 2019.
- Funds reported $17.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2020, down 51% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2020 and 3 closed out, a net change of -1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.21M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2020 was Raymond James & Associates, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2020.