Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 25 → 26 (+1)
0.25% more ownership
Funds ownership: 19.64% → 19.89% (+0.25%)
16% less capital invested
Capital invested by funds: $25.9M → $21.7M (-$4.22M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$700K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$410K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$72.2K |
| 4 |
Morgan Stanley
New York
|
+$37.7K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$624K |
| 2 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$222K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
| 4 |
LPL Financial
San Diego,
California
|
-$139K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$45.8K |
UPGD Hedge Fund Activity: Q2 2022 in Review
26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2022, worth a combined $21.7M — down 16% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPGD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $700K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $624K.
- 26 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2022, up from 25 in Q1 2022.
- Funds reported $21.7M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2022 and 1 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2022 was Citadel Advisors, an estimated $700K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $624K sold.
Based on aggregated 13F filings for Q2 2022.