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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

31 hedge funds and large institutions have $21.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% less ownership

Funds ownership: 23.2% → 21.01% (-2.2%)

11% less funds holding

Funds holding: 35 → 31 (-4)

16% less capital invested

Capital invested by funds: $25.1M → $21.1M (-$4.02M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$720K
2
Citadel Advisors
Citadel Advisors
Florida
+$402K
3
Jane Street
Jane Street
New York
+$291K
4
UBS Group
UBS Group
Switzerland
+$55.9K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.1K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1.32M
2
DSCM
Del-Sette Capital Management
New York
-$809K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$674K
4
HF
HRT Financial
New York
-$667K
5
Raymond James Financial
Raymond James Financial
Florida
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M -$383K -5,000 -3%
LPL Financial
2
LPL Financial
California
$1.57M +$720K +9,407 +78%
AGP
3
Aspire Growth Partners
Florida
$766K – – –
OFG
4
Oxford Financial Group
Indiana
$729K – – –
TRCT
5
Tower Research Capital (TRC)
New York
$683K -$1.32M -17,205 -65%
HSA
6
HBK Sorce Advisory
Pennsylvania
$676K -$842 -11 -0.1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$629K – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$468K -$674K -8,807 -58%
TWPM
9
Total Wealth Planning & Management
Florida
$425K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$383K +$402K +5,258 New
MQWP
11
Morey & Quinn Wealth Partners
Nebraska
$343K – – –
MEG
12
Millstone Evans Group
Colorado
$297K – – –
Morgan Stanley
13
Morgan Stanley
New York
$287K – – –
Jane Street
14
Jane Street
New York
$277K +$291K +3,804 New
YWS
15
Yarger Wealth Strategies
Ohio
$261K – – –
GT
16
Glenmede Trust
Pennsylvania
$259K – – –
QCM
17
Quantinno Capital Management
New York
$238K – – –
FAM
18
Formidable Asset Management
Ohio
$222K -$2.75K -36 -1%
Stifel Financial
19
Stifel Financial
Missouri
$215K -$34.1K -446 -13%
GWM
20
Geneos Wealth Management
Colorado
$182K – – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$106K – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$92.1K +$54.1K +707 +127%
Osaic Holdings
23
Osaic Holdings
Arizona
$83.9K +$34.5K +451 +64%
AIA
24
Arcadia Investment Advisors
Idaho
$72.1K – – –
UBS Group
25
UBS Group
Switzerland
$57K +$55.9K +730 +1,404%
1
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UPGD Hedge Fund Activity: Q1 2026 in Review

31 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q1 2026, worth a combined $21.1M — down 16% from $25.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UPGD and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was LPL Financial, adding an estimated $720K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.32M.

  • 31 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q1 2026, down from 35 in Q4 2025.
  • Funds reported $21.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q1 2026, down 16% quarter-over-quarter.
  • 3 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q1 2026 and 6 closed out, a net change of -3 holders.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q1 2026 was LPL Financial, an estimated $720K added.
  • The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q1 2026 was Tower Research Capital (TRC), an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2026.