Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
26 hedge funds and large institutions have $25.9M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 0 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $23.3M → $25.9M (+$2.6M)
8% more funds holding
Funds holding: 24 → 26 (+2)
3.22% more ownership
Funds ownership: 15.95% → 19.17% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$406K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$311K |
| 4 |
Morgan Stanley
New York
|
+$276K |
| 5 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
+$71.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$282K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$25.4K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$22.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.49K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.74K |
UPGD Hedge Fund Activity: Q3 2021 in Review
26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2021, worth a combined $25.9M — up 11% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UPGD positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.41M. The largest seller was Susquehanna International Group, cutting an estimated $282K.
- 26 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2021, up from 24 in Q2 2021.
- Funds reported $25.9M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2021, up 11% quarter-over-quarter.
- 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $2.41M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2021 was Susquehanna International Group, an estimated $282K sold.
Based on aggregated 13F filings for Q3 2021.