Who Owns UPGD?
Invesco Bloomberg Analyst Rating Improvers ETF — Institutional Ownership & 13F Holdings
$76.93
-0.09 (-0.11%)
Market Cap
$109.8M
Shares Outstanding
1,301,954
Institutional Holders
33
Total Inst. Value
$122.5M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
4
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $101.5M | 1,450 |
| 2 | RAYMOND JAMES FINANCIAL INC | $12.9M | 184,279 |
| 3 | Tower Research Capital LLC (TRC) | $1.4M | 20,656 |
| 4 | Aspire Growth Partners LLC | $710K | 10,368 |
| 5 | OXFORD FINANCIAL GROUP, LTD. LLC | $700K | 10,000 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $655K | 9,350 |
| 7 | HBK Sorce Advisory LLC | $605K | 8,638 |
| 8 | Total Wealth Planning & Management, Inc. | $412K | 5,878 |
| 9 | MGB Wealth Management, LLCNew | $399K | 5,700 |
| 10 | FLOW TRADERS U.S. LLC | $367K | 5,245 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | +3K | $1.4M |
| HBK Sorce Advisory LLC | +276 | $605K |
| MGB Wealth Management, LLCNew | +6K | $399K |
| FLOW TRADERS U.S. LLC | +550 | $367K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | +4K | $251K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -10K | $12.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -4K | $655K |
| MORGAN STANLEY | -717 | $348K |
| WELLS FARGO & COMPANY/MN | -430 | $27 |
| Formidable Asset Management, LLC | -325 | $233K |
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Frequently Asked Questions
How many institutional investors hold UPGD?
As of Q1 2025, 33 institutional investors report holding UPGD (Invesco Bloomberg Analyst Rating Improvers ETF) in their 13F filings.
Which hedge fund owns the most UPGD?
The largest institutional holder of UPGD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $101.5M in shares.
Are institutions buying or selling UPGD?
This quarter, 5 institutions opened new positions in UPGD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.