We are live on ! Find out more
UPGD icon

Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

27 hedge funds and large institutions have $28.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $25.9M → $28.8M (+$2.86M)

4% more funds holding

Funds holding: 26 → 27 (+1)

1.44% more ownership

Funds ownership: 19.17% → 20.62% (+1.4%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$608K
2
RJA
Raymond James & Associates
Florida
+$291K
3
SMC
Smith, Moore & Co
Missouri
+$207K
4
Citadel Advisors
Citadel Advisors
Florida
+$71.2K
5
Wells Fargo
Wells Fargo
California
+$49.4K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$181K
2
Morgan Stanley
Morgan Stanley
New York
-$89.8K
3
RCA
Ranch Capital Advisors
Florida
-$72K
4
UBS Group
UBS Group
Switzerland
-$31.5K
5
Bank of America
Bank of America
North Carolina
-$28.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.7M +$35.9K +572 +0.3%
RJA
2
Raymond James & Associates
Florida
$6.45M +$291K +4,641 +5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.26M +$608K +9,689 +94%
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M +$71.2K +1,135 +7%
TRCT
5
Tower Research Capital (TRC)
New York
$1.09M -$181K -2,887 -14%
LPL Financial
6
LPL Financial
California
$812K +$32.6K +520 +4%
OFG
7
Oxford Financial Group
Indiana
$636K – – –
Wells Fargo
8
Wells Fargo
California
$520K +$49.4K +787 +11%
YWS
9
Yarger Wealth Strategies
Ohio
$461K +$460K +7,338 New
Morgan Stanley
10
Morgan Stanley
New York
$415K -$89.8K -1,432 -18%
UBS Group
11
UBS Group
Switzerland
$253K -$31.5K -502 -11%
FAM
12
Formidable Asset Management
Ohio
$253K -$14.4K -230 -5%
SI
13
Saxon Interests
Texas
$242K +$243K +3,866 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$235K -$4.64K -74 -2%
QCIG
15
Quad-Cities Investment Group
Iowa
$210K +$188 +3 +0.1%
SMC
16
Smith, Moore & Co
Missouri
$207K +$207K +3,295 New
Bank of America
17
Bank of America
North Carolina
$185K -$28.2K -449 -13%
GWM
18
Geneos Wealth Management
Colorado
$178K +$188 +3 +0.1%
AIA
19
Arcadia Investment Advisors
Idaho
$121K – – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$100K +$100K +1,598 New
ACM
21
Antonetti Capital Management
Florida
$94K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$91K -$12.9K -206 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$51K – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$41K – – –
SWA
25
Sutton Wealth Advisors
Florida
$25.1K – – –
1
2

UPGD Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2021, worth a combined $28.8M — up 11% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UPGD positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $608K. The largest seller was Tower Research Capital (TRC), cutting an estimated $181K.

  • 27 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $28.8M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 4 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $608K added.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2021 was Tower Research Capital (TRC), an estimated $181K sold.

Based on aggregated 13F filings for Q4 2021.