Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
23 hedge funds and large institutions have $25M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
19% more capital invested
Capital invested by funds: $21M → $25M (+$3.98M)
0.35% less ownership
Funds ownership: 20.47% → 20.12% (-0.35%)
4% less funds holding
Funds holding: 24 → 23 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$903K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$387K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$185K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$116K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$9.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$954K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$582K |
| 4 |
HF
HRT Financial
New York
|
-$264K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$179K |
UPGD Hedge Fund Activity: Q4 2020 in Review
23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2020, worth a combined $25M — up 19% from $21M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of UPGD and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was Royal Bank of Canada, adding an estimated $903K. The largest seller was Susquehanna International Group, cutting an estimated $1.1M.
- 23 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2020, down from 24 in Q3 2020.
- Funds reported $25M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 0 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2020 and 1 closed out, a net change of -1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $903K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2020.