UPGD

Invesco Bloomberg Analyst Ra

-$4.0M

Net Activity

Institutions Holding

32

Popularity Rank

#7094

Avg Weight

0.05%

Total Value

$21.1M

Ownership Trend

32 institutions currently hold UPGD, with 7 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

RJ
Raymond James Financial INC
$11.6M
LF
LPL Financial LLC
$1.6M
AG
Aspire Growth Partners LLC
$766.4K
OF
Oxford Financial Group, LTD. LLC
$728.7K
TR
Tower Research Capital LLC (TRC)
$683.0K

Top 5 by Conviction

AG
Aspire Growth Partners LLC
0.53%
TW
Total Wealth Planning & Management, Inc.
0.31%
M&
Morey & Quinn Wealth Partners, LLC
0.24%
ME
Millstone Evans Group, LLC
0.18%
YW
Yarger Wealth Strategies, LLC
0.10%
View all 32 holding institutions

Quarterly Activity

Recent Activity

+$2.5M

Total Buy Value

$18.9M

Total Sell Value

New buy3
Trim6
Add4
Sold out6

7

Net Buyers

12

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO BLOOMBERG ANALYST RA (UPGD)?
Major stakeholders currently include Raymond James Financial INC ($11.6M), LPL Financial LLC ($1.6M), Aspire Growth Partners LLC ($766.4K). Based on the latest 13F filings, there are a total of 32 tracked investment funds and institutions maintaining positions in UPGD.
What is the overall institutional sentiment toward UPGD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.0M, driven by 7 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their UPGD positions?
In the latest period, 6 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $18.9M.
Are there any notable investors adding UPGD to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.5M.

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