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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

35 hedge funds and large institutions have $23.2M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 35 → 35 (0)

0% less capital invested

Capital invested by funds: $23.3M → $23.2M (-$17.6K)

0.73% less ownership

Funds ownership: 21.8% → 21.07% (-0.73%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$437K
2
UBS Group
UBS Group
Switzerland
+$244K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$203K
4
DSCM
Del-Sette Capital Management
New York
+$9.26K
5
HSA
HBK Sorce Advisory
Pennsylvania
+$2.42K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$1.37M
2
Citadel Advisors
Citadel Advisors
Florida
-$194K
3
TRCT
Tower Research Capital (TRC)
New York
-$113K
4
FTUS
Flow Traders U.S.
New York
-$27.8K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$18.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M -$1.37M -18,614 -10%
TRCT
2
Tower Research Capital (TRC)
New York
$1.07M -$113K -1,536 -10%
LPL Financial
3
LPL Financial
California
$1.05M +$1.47K +20 +0.1%
DSCM
4
Del-Sette Capital Management
New York
$836K +$9.26K +126 +1%
AGP
5
Aspire Growth Partners
Florida
$774K -$2.06K -28 -0.3%
OFG
6
Oxford Financial Group
Indiana
$749K – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$705K +$203K +2,765 +42%
HSA
8
HBK Sorce Advisory
Pennsylvania
$664K +$2.42K +33 +0.4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$653K -$18.4K -250 -3%
HF
10
HRT Financial
New York
$445K +$437K +5,953 New
MWM
11
MGB Wealth Management
Texas
$427K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$406K -$194K -2,640 -33%
UBS Group
13
UBS Group
Switzerland
$382K +$244K +3,328 +188%
MQWP
14
Morey & Quinn Wealth Partners
Nebraska
$352K – – –
MEG
15
Millstone Evans Group
Colorado
$330K -$7.35K -100 -2%
Morgan Stanley
16
Morgan Stanley
New York
$297K – – –
FTUS
17
Flow Traders U.S.
New York
$275K -$27.8K -378 -9%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$270K -$367 -5 -0.1%
YWS
19
Yarger Wealth Strategies
Ohio
$263K – – –
QCM
20
Quantinno Capital Management
New York
$244K – – –
FAM
21
Formidable Asset Management
Ohio
$237K – – –
GWM
22
Geneos Wealth Management
Colorado
$187K – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$109K – – –
AIA
24
Arcadia Investment Advisors
Idaho
$77.3K – – –
SS
25
Sunbelt Securities
Texas
$65.9K – – –
1
2

UPGD Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2025, worth a combined $23.2M — down 0.08% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UPGD positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $437K. The largest seller was Raymond James Financial, cutting an estimated $1.37M.

  • 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $23.2M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2025, down 0.08% quarter-over-quarter.
  • 1 fund opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2025 was HRT Financial, an estimated $437K added.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2025 was Raymond James Financial, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2025.