NYSEARCA:UPGD Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News $74.55 -0.13 (-0.17%) As of 09:50 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. 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$74.12▼$74.4650-Day Range$69.46▼$74.9952-Week Range$61.76▼$75.85Volume842 shsAverage Volume1,609 shsMarket Capitalization$111.83 millionAssets Under Management$111.22 millionDividend Yield1.18%Net Expense Ratio0.40%Aggregate RatingHold ETF Overview The 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%0.56%0.51%0.53%Other Expenses0.00%0.27%0.56%0.59%0.56%Total Expense0.40%0.65%0.76%0.74%0.73%Fee Waiver0.00%-0.19%-0.66%-0.71%-0.63%Net Expense0.40%0.63%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. 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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.comThis is my Christian duty“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.August 29 at 2:00 AM | 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 at the beginning of 2025. Since then, UPGD stock has increased by 7.7% and is now trading at $74.46. 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. (11.99%), Tower Research Capital LLC TRC (1.06%), Del Sette Capital Management LLC (0.74%) and HBK Sorce Advisory LLC (0.59%). 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 Holdings49 Fund Statistics Assets Under Management$111.48 million Average Daily Volume$0.00 Discount/Premium0.01% 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 Shares1,500,000Beta0.98 Creation Unit10,000 Creation Fee$250.00 Metaverse Stocks And Why You Can't Ignore ThemThinking about investing in Meta, Roblox, or Unity? Enter your email to learn what streetwise investors need to know about the metaverse and public markets before making an investment.Get This Free Report Top 10 UPGD HoldingsCarMax (NYSE:KMX)Holding Weight: 2.28%Kroger (NYSE:KR)Holding Weight: 2.26%Zoom 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 8/29/2025 by MarketBeat.com Staff From Our PartnersMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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