Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
24 hedge funds and large institutions have $23.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
37% more capital invested
Capital invested by funds: $17.2M → $23.5M (+$6.34M)
9% more funds holding
Funds holding: 22 → 24 (+2)
0.42% more ownership
Funds ownership: 20.14% → 20.56% (+0.42%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.35M |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$408K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$233K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$193K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$480K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$409K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$173K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$52K |
UPGD Hedge Fund Activity: Q2 2020 in Review
24 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2020, worth a combined $23.5M — up 37% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UPGD positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.35M. The largest seller was Susquehanna International Group, cutting an estimated $1.17M.
- 24 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2020, up from 22 in Q1 2020.
- Funds reported $23.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2020, up 37% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.35M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2020.