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Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Institutional Ownership

$73.97 +0.97 (+1.33%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.91M
Number of
Institutional Sellers
(last 12 months)
0
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UPGD Institutional Buying and Selling by Quarter

Invesco Bloomberg Analyst Rating Improvers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.880$63K0.0%N/A0.051%
11/14/2024 Flow Traders U.S. LLC4,695$337K0.0%N/A0.275%
11/13/2024 FMR LLC808$58K0.0%N/A0.047%
11/12/2024 MGB Wealth Management LLC5,700$410K0.1%N/A0.333%
10/18/2024Raymond James & Associates60,488$4.35M0.0%N/A3.537%
10/16/2024 Quad Cities Investment Group LLC2,955$212K0.1%N/A0.173%
10/8/2024 CWM LLC6,728$483K0.0%N/A0.393%
(Data available from 1/1/2016 forward)

UPGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPGD shares?

During the previous two years, the following institutional investors and hedge funds held shares of Invesco Bloomberg Analyst Rating Improvers ETF shares: Raymond James & Associates ($4.35M), CWM LLC ($483K), MGB Wealth Management LLC ($410K), Flow Traders U.S. LLC ($337K), Quad Cities Investment Group LLC ($212K), and Sunbelt Securities Inc. ($63K), and FMR LLC ($58K).Learn more on UPGD's institutional investors.

Which institutional investors have been buying Invesco Bloomberg Analyst Rating Improvers ETF stock?

The following institutional investors have purchased Invesco Bloomberg Analyst Rating Improvers ETF stock in the last 24 months: Raymond James & Associates ($60.49K), CWM LLC ($6.73K), MGB Wealth Management LLC ($5.70K), Flow Traders U.S. LLC ($4.70K), Quad Cities Investment Group LLC ($2.96K), Sunbelt Securities Inc. ($880.00), and FMR LLC ($808.00).

How much institutional buying is happening at Invesco Bloomberg Analyst Rating Improvers ETF?

Institutional investors have bought a total of 82,254 shares in the last 24 months. This purchase volume represents approximately $5.91M in transactions.



This page (NYSEARCA:UPGD) was last updated on 11/21/2024 by MarketBeat.com Staff
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