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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

26 hedge funds and large institutions have $21.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$642K
2
RJA
2
Raymond James & Associates
Florida
$5.48M
3
TRCT
3
Tower Research Capital (TRC)
New York
$976K
4
Morgan Stanley
4
Morgan Stanley
New York
$404K
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$17K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.5M
2
QCIG
2
Quad-Cities Investment Group
Iowa
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$303K
4
LPL Financial
4
LPL Financial
California
$427K
5
Wells Fargo
5
Wells Fargo
California
$330K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.5M 205,723 -11,192 -5%
RJA
2
Raymond James & Associates
Florida
$5.48M 107,041 +7,344 +7%
TRCT
3
Tower Research Capital (TRC)
New York
$976K 19,085 +1,295 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$642K 12,544 +12,544 New
OFG
5
Oxford Financial Group
Indiana
$518K 10,120 – –
LPL Financial
6
LPL Financial
California
$427K 8,349 -2,494 -23%
Morgan Stanley
7
Morgan Stanley
New York
$404K 7,903 +675 +9%
YWS
8
Yarger Wealth Strategies
Ohio
$389K 7,338 – –
Wells Fargo
9
Wells Fargo
California
$330K 6,450 -821 -11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$303K 5,929 -3,944 -40%
GWM
11
Geneos Wealth Management
Colorado
$297K 5,737 – –
SI
12
Saxon Interests
Texas
$234K 4,566 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$207K 4,051 – –
FAM
14
Formidable Asset Management
Ohio
$203K 3,960 -10 -0.3%
UBS Group
15
UBS Group
Switzerland
$181K 3,541 -485 -12%
Bank of America
16
Bank of America
North Carolina
$134K 2,609 -33 -1%
AIA
17
Arcadia Investment Advisors
Idaho
$94K 1,527 – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$82K 1,598 – –
ACM
19
Antonetti Capital Management
Florida
$77K 1,500 – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$74K 1,450 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$38K 741 -68 -8%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$33K 651 – –
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$21K 417 -107 -20%
SWA
24
Sutton Wealth Advisors
Florida
$20.5K 400 – –
GWSG
25
GPS Wealth Strategies Group
Colorado
$17K 330 +330 New
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