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Invesco Bloomberg Analyst Rating Improvers ETF

35 hedge funds and large institutions have $23.3M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M 194,727 +194,727 New
TRCT
2
Tower Research Capital (TRC)
New York
$1.23M 17,842 -692 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$950K 13,743 +6,018 +78%
AGP
4
Aspire Growth Partners
Florida
$727K 10,511 +10,511 New
OFG
5
Oxford Financial Group
Indiana
$691K 10,000
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$620K 8,976 +2,248 +33%
HSA
7
HBK Sorce Advisory
Pennsylvania
$578K 8,362 -81 -1%
LPL Financial
8
LPL Financial
California
$570K 8,246 +1 +0%
TWPM
9
Total Wealth Planning & Management
Florida
$406K 5,878 +5,878 New
MWM
10
MGB Wealth Management
Texas
$394K 5,700
Morgan Stanley
11
Morgan Stanley
New York
$393K 5,690
Citadel Advisors
12
Citadel Advisors
Florida
$378K 5,468 -5,384 -50%
MQWP
13
Morey & Quinn Wealth Partners
Nebraska
$351K 5,081 +5,081 New
FTUS
14
Flow Traders U.S.
New York
$325K 4,695
MEG
15
Millstone Evans Group
Colorado
$312K 4,512 +4,512 New
FAM
16
Formidable Asset Management
Ohio
$253K 3,665 -50 -1%
YWS
17
Yarger Wealth Strategies
Ohio
$243K 3,516 +43 +1%
SMC
18
Smith, Moore & Co
Missouri
$221K 3,195 +400 +14%
QCIG
19
Quad-Cities Investment Group
Iowa
$205K 2,968 +13 +0.4%
LFP
20
Lakeshore Financial Planning
Michigan
$204K 2,950
GWM
21
Geneos Wealth Management
Colorado
$173K 2,500
UBS Group
22
UBS Group
Switzerland
$110K 1,594 +725 +83%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$100K 1,450
Bank of America
24
Bank of America
North Carolina
$77.6K 1,122 -205 -15%
SS
25
Sunbelt Securities
Texas
$60.8K 880