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Among the 2 tracked institutional investors we monitor, UPGD (INVESCO EXCHANGE TRADED FD T) is held with a combined value of $475.27K across 6,523 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $383.13K (0.00% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund increased its holdings.
Total Institutional Value
$475.27K
Total Shares Held
6,523
Institutional Holders
2
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $383.13K | 0.00% | New |
| 2 | FMR LLC | $92.14K | 0.00% | +126.7% |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of UPGD with a position worth $383.13K, representing 0.00% of their portfolio. In total, 2 institutional investors hold UPGD with a combined value of $475.27K.
In the most recent quarter, 1 fund opened a new position in UPGD. Additionally, 1 increased their holdings.
Institutional investors hold $475.27K worth of UPGD stock across 2 positions. The largest institutional holder is CITADEL ADVISORS LLC with $383.13K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UPGD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UPGD positions.