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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

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.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.02M
2
CWA
2
Capital Wealth Alliance
Arizona
$459K
3
WOSD
3
WFA of San Diego
California
$263K
4
UBS Group
4
UBS Group
Switzerland
$496K
5
FAM
5
Formidable Asset Management
Ohio
$219K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.13M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.96M
3
RJA
3
Raymond James & Associates
Florida
$6.73M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$659K
5
KA
5
Kovack Advisors
Florida
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.96M 178,047 -13,835 -7%
RJA
2
Raymond James & Associates
Florida
$6.73M 172,385 -11,779 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.02M 51,829 +38,873 +300%
TRCT
4
Tower Research Capital (TRC)
New York
$1.47M 37,715 +2,888 +8%
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M 29,304 +2,303 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.13M 28,968 -33,707 -54%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$659K 16,877 -5,000 -23%
UBS Group
8
UBS Group
Switzerland
$496K 12,702 +6,712 +112%
CWA
9
Capital Wealth Alliance
Arizona
$459K 11,752 +11,752 New
LPL Financial
10
LPL Financial
California
$408K 10,437 -760 -7%
OFG
11
Oxford Financial Group
Indiana
$395K 10,120 – –
WOSD
12
WFA of San Diego
California
$263K 5,465 +5,465 New
Wells Fargo
13
Wells Fargo
California
$225K 5,765 -1,065 -16%
KA
14
Kovack Advisors
Florida
$222K 5,695 -1,500 -21%
FAM
15
Formidable Asset Management
Ohio
$219K 5,550 +5,550 New
Bank of America
16
Bank of America
North Carolina
$143K 3,662 -1,290 -26%
GWM
17
Geneos Wealth Management
Colorado
$143K 3,808 -850 -18%
Morgan Stanley
18
Morgan Stanley
New York
$129K 3,311 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$98K 1,596 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$89K 2,289 -656 -22%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$57K 1,450 – –
RCA
22
Ranch Capital Advisors
Florida
$49K 1,194 – –
SWA
23
Sutton Wealth Advisors
Florida
$15.6K 400 – –
GWMIA
24
Global Wealth Management Investment Advisory
Florida
$4K 110 – –
EP
25
Eudaimonia Partners
Tennessee
– – -838 Closed
1
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