Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
32 hedge funds and large institutions have $32.1M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
52% more capital invested
Capital invested by funds: $21.1M → $32.1M (+$11M)
5.95% more ownership
Funds ownership: 21.01% → 26.96% (+5.9%)
3% more funds holding
Funds holding: 31 → 32 (+1)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$8.85M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$422K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$392K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$196K |
| 5 |
LPL Financial
San Diego,
California
|
+$74.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$383K |
| 2 |
Jane Street
New York
|
-$277K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$247K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$94.2K |
| 5 |
MQWP
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
-$56.9K |
UPGD Hedge Fund Activity: Q2 2026 in Review
32 of the 8,323 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q2 2026, worth a combined $32.1M — up 52% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPGD positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 8 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $8.85M. The largest seller was Citadel Advisors, exiting entirely with an estimated $383K sold.
- 32 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q2 2026, up from 31 in Q1 2026.
- Funds reported $32.1M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q2 2026, up 52% quarter-over-quarter.
- 5 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q2 2026 and 3 closed out, a net change of +2 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q2 2026 was Kingsview Wealth Management, an estimated $8.85M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q2 2026 was Citadel Advisors, an estimated $383K sold.
Based on aggregated 13F filings for Q2 2026.