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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

27 hedge funds and large institutions have $23.7M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.19M
3
FTUS
3
Flow Traders U.S.
New York
$381K
4
HF
4
HRT Financial
New York
$303K
5
SMC
5
Smith, Moore & Co
Missouri
$205K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.4M
2
RJA
2
Raymond James & Associates
Florida
$4.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$414K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.4M 171,821 -47,042 -21%
RJA
2
Raymond James & Associates
Florida
$4.43M 66,953 -34,119 -34%
TRCT
3
Tower Research Capital (TRC)
New York
$1.44M 21,714 +8,717 +67%
Citadel Advisors
4
Citadel Advisors
Florida
$1.19M 17,921 +6,553 +58%
OFG
5
Oxford Financial Group
Indiana
$662K 10,000 -120 -1%
HSA
6
HBK Sorce Advisory
Pennsylvania
$584K 8,828 +557 +7%
LPL Financial
7
LPL Financial
California
$571K 8,627 +1,450 +20%
Morgan Stanley
8
Morgan Stanley
New York
$414K 6,254 -6,924 -53%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$408K 6,164 – –
MWM
10
MGB Wealth Management
Texas
$400K 6,050 – –
FTUS
11
Flow Traders U.S.
New York
$381K 5,762 +5,762 New
HF
12
HRT Financial
New York
$303K 4,592 +4,592 New
FAM
13
Formidable Asset Management
Ohio
$246K 3,715 – –
YWS
14
Yarger Wealth Strategies
Ohio
$230K 3,473 -1 -0%
QCIG
15
Quad-Cities Investment Group
Iowa
$212K 3,208 -453 -12%
SMC
16
Smith, Moore & Co
Missouri
$205K 3,095 +3,095 New
GWM
17
Geneos Wealth Management
Colorado
$165K 2,500 -300 -11%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$95.9K 1,450 – –
UBS Group
19
UBS Group
Switzerland
$86.4K 1,306 -336 -20%
Bank of America
20
Bank of America
North Carolina
$85.8K 1,297 -162 -11%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$72K 1,088 -22 -2%
AIA
22
Arcadia Investment Advisors
Idaho
$56.2K 327 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$49K 741 – –
VL
24
Vima LLC
Michigan
$31.2K 563 +98 +21%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$27.6K 417 – –
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