Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
35 hedge funds and large institutions have $25.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $23.2M → $25.1M (+$1.86M)
2.13% more ownership
Funds ownership: 21.07% → 23.2% (+2.1%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$912K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$433K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$253K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$251K |
| 5 |
HF
HRT Financial
New York
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$406K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$375K |
| 3 |
LPL Financial
San Diego,
California
|
-$143K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$65.9K |
| 5 |
MEG
Millstone Evans Group
Boulder,
Colorado
|
-$24.5K |
UPGD Hedge Fund Activity: Q4 2025 in Review
35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q4 2025, worth a combined $25.1M — up 8% from $23.2M a quarter earlier.
Fund positioning in UPGD was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $912K. The largest seller was Citadel Advisors, exiting entirely with an estimated $406K sold.
- 35 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $25.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q4 2025, up 8% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q4 2025 was Tower Research Capital (TRC), an estimated $912K added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q4 2025 was Citadel Advisors, an estimated $406K sold.
Based on aggregated 13F filings for Q4 2025.