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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview Fund Activity

33 hedge funds and large institutions have $23.8M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.26M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$251K
3
FCH
Freestone Capital Holdings
Washington
+$228K
4
TRCT
Tower Research Capital (TRC)
New York
+$197K
5
GWM
Geneos Wealth Management
Colorado
+$175K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$731K
2
Citadel Advisors
Citadel Advisors
Florida
-$378K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$308K
4
QCIG
Quad-Cities Investment Group
Iowa
-$205K
5
LFP
Lakeshore Financial Planning
Michigan
-$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M -$731K -10,448 -5%
LPL Financial
2
LPL Financial
California
$1.84M +$1.26M +18,023 +219%
TRCT
3
Tower Research Capital (TRC)
New York
$1.45M +$197K +2,814 +16%
AGP
4
Aspire Growth Partners
Florida
$710K -$9.79K -143 -1%
OFG
5
Oxford Financial Group
Indiana
$700K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$655K -$308K -4,393 -32%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$628K – – –
HSA
8
HBK Sorce Advisory
Pennsylvania
$605K +$19.3K +276 +3%
TWPM
9
Total Wealth Planning & Management
Florida
$412K – – –
MWM
10
MGB Wealth Management
Texas
$399K – – –
FTUS
11
Flow Traders U.S.
New York
$367K +$38.5K +550 +12%
GWM
12
Geneos Wealth Management
Colorado
$350K +$175K +2,500 +100%
Morgan Stanley
13
Morgan Stanley
New York
$348K -$50.2K -717 -13%
MQWP
14
Morey & Quinn Wealth Partners
Nebraska
$344K -$11.6K -165 -3%
MEG
15
Millstone Evans Group
Colorado
$316K – – –
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$251K +$251K +3,586 New
YWS
17
Yarger Wealth Strategies
Ohio
$246K – – –
FAM
18
Formidable Asset Management
Ohio
$234K -$22.8K -325 -9%
FCH
19
Freestone Capital Holdings
Washington
$228K +$228K +3,263 New
SMC
20
Smith, Moore & Co
Missouri
$203K -$21K -300 -9%
UBS Group
21
UBS Group
Switzerland
$105K -$6.44K -92 -6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$102K – – –
Bank of America
23
Bank of America
North Carolina
$65.2K -$13.3K -190 -17%
SS
24
Sunbelt Securities
Texas
$61.6K – – –
AIA
25
Arcadia Investment Advisors
Idaho
$56.4K – – –
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