NYSEARCA:UPGD Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News $69.19 -1.30 (-1.84%) As of 06/13/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock About Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get UPGD alerts:Sign Up Key Stats Today's Range$69.16▼$69.8050-Day Range$62.09▼$71.7352-Week Range$61.76▼$75.85Volume1,444 shsAverage Volume1,758 shsMarket Capitalization$104.48 millionAssets Under Management$104.28 millionDividend Yield1.27%Net Expense Ratio0.40%Aggregate RatingHold ETF OverviewThe Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is an exchange-traded fund that is based on the Bloomberg ANR Improvers index. The fund tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations. UPGD was launched on May 19, 2006 and is issued by Invesco.Read More… Invesco Bloomberg Analyst Rating Improvers ETF ExpensesTypeUPGDLarge & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.40%0.60%0.57%0.52%0.54%Other Expenses0.00%0.41%0.48%0.56%0.51%Total Expense0.40%0.66%0.72%0.73%0.71%Fee Waiver0.00%-0.25%-0.48%-0.65%-0.54%Net Expense0.40%0.64%0.63%0.58%0.60% Receive UPGD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Invesco Bloomberg Analyst Rating Improvers ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address UPGD ETF News HeadlinesUPGD: Portfolio Of Analysts' Darlings Investors Should Be Realistic AboutMay 16, 2025 | seekingalpha.comUPGD: For Now, No Meaningful Achievements With The New StrategyFebruary 10, 2025 | seekingalpha.comAI Meltdown Imminent: Dump These Stocks Now!If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new invention… This could send many popular AI stocks crashing, including Nvidia. And it could happen starting as soon as June 1st.June 15, 2025 | Paradigm Press (Ad)UPGD: A Super Interesting Fund Focused On AnalystsNovember 15, 2024 | seekingalpha.comSee More Headlines UPGD ETF - Frequently Asked Questions How have UPGD shares performed this year? Invesco Bloomberg Analyst Rating Improvers ETF's stock was trading at $69.12 on January 1st, 2025. Since then, UPGD shares have increased by 0.1% and is now trading at $69.19. View the best growth stocks for 2025 here. Who are Invesco Bloomberg Analyst Rating Improvers ETF's major shareholders? Top institutional shareholders of Invesco Bloomberg Analyst Rating Improvers ETF include Raymond James Financial Inc. (12.12%), LPL Financial LLC (1.73%), Aspire Growth Partners LLC (0.68%) and HBK Sorce Advisory LLC (0.57%). How do I buy shares of Invesco Bloomberg Analyst Rating Improvers ETF? Shares of UPGD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Fund Details IssuerInvesco Fund NameInvesco Bloomberg Analyst Rating Improvers ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:UPGD Inception Date5/19/2006 Fund ManagerPeter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkBloomberg ANR Improvers Index CategorySize and Style FocusLarge & Mid Caps Development LevelDeveloped Markets RegionNorth America Number of Holdings57 Fund Statistics Assets Under Management$104.28 million Average Daily Volume$0.00 Discount/Premium-0.19% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorInvesco Capital Management, LLC CustodianThe Bank of New York Mellon Corporation DistributorInvesco Distributors, Inc. Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerLatour Trading Miscellaneous Outstanding Shares1,510,000Beta1.01 Creation Unit10,000 Creation Fee$250.00 20 Stocks to Sell NowToday, we are inviting you to take a free peek at our proprietary, exclusive, and up-to-the-minute list of 20 stocks that Wall Street's top analysts hate.Many of these appear to have good fundamentals and might seem like okay investments, but something is wrong. Analysts smell something seriously rotten about these companies. These are true "Strong Sell" stocks.Get This Free Report Top 10 UPGD HoldingsCarMax (NYSE:KMX)Holding Weight: 2.28%Kroger (NYSE:KR)Holding Weight: 2.26%Zoom Video Communications (NASDAQ:ZM)Holding Weight: 2.22%Hormel Foods (NYSE:HRL)Holding Weight: 2.20%Waters (NYSE:WAT)Holding Weight: 2.18%Albertsons Companies (NYSE:ACI)Holding Weight: 2.17%eBay (NASDAQ:EBAY)Holding Weight: 2.15%Cognizant Technology Solutions (NASDAQ:CTSH)Holding Weight: 2.13%Hewlett Packard Enterprise (NYSE:HPE)Holding Weight: 2.13%3M (NYSE:MMM)Holding Weight: 2.12%Full Holdings DetailsUPGD Sector ExposureUPGD Industry Exposure This page (NYSEARCA:UPGD) was last updated on 6/15/2025 by MarketBeat.com Staff From Our PartnersTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? 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