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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

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.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.3M
2
TRCT
2
Tower Research Capital (TRC)
New York
$704K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.51M
4
GWM
4
Geneos Wealth Management
Colorado
$164K
5
KA
5
Kovack Advisors
Florida
$300K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.44M
2
RJA
2
Raymond James & Associates
Florida
$6.86M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.11M
4
HF
4
HRT Financial
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$336K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.51M 167,067 +4,020 +2%
RJA
2
Raymond James & Associates
Florida
$6.86M 134,658 -20,764 -13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.3M 45,239 +19,656 +77%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.44M 28,258 -24,016 -46%
Citadel Advisors
5
Citadel Advisors
Florida
$1.11M 21,693 -12,677 -37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$861K 16,920 +43 +0.3%
TRCT
7
Tower Research Capital (TRC)
New York
$704K 13,825 +8,435 +156%
OFG
8
Oxford Financial Group
Indiana
$515K 10,120 – –
LPL Financial
9
LPL Financial
California
$502K 9,863 -211 -2%
UBS Group
10
UBS Group
Switzerland
$336K 6,594 -3,902 -37%
KA
11
Kovack Advisors
Florida
$300K 5,895 +200 +4%
Wells Fargo
12
Wells Fargo
California
$294K 5,765 – –
FAM
13
Formidable Asset Management
Ohio
$279K 5,550 – –
Bank of America
14
Bank of America
North Carolina
$175K 3,422 +160 +5%
Morgan Stanley
15
Morgan Stanley
New York
$168K 3,293 – –
GWM
16
Geneos Wealth Management
Colorado
$164K 6,334 +2,526 +66%
Osaic Holdings
17
Osaic Holdings
Arizona
$106K 2,059 – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$98K 1,596 – –
AIA
19
Arcadia Investment Advisors
Idaho
$97.4K 1,527 – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$74K 1,450 – –
RCA
21
Ranch Capital Advisors
Florida
$60K 1,194 – –
SWA
22
Sutton Wealth Advisors
Florida
$20.4K 400 – –
GWMIA
23
Global Wealth Management Investment Advisory
Florida
$6K 110 – –
HF
24
HRT Financial
New York
– – -6,654 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –