Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News

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.

Key Stats

• Today's Range: $69.29 to $69.61
• 50-Day Range: $64.60 to $71.73
• 52-Week Range: $61.76 to $75.85
• Volume: 1,520 shs
• Average Volume: 1,739 shs
• Market Capitalization: $103.94 million
• Assets Under Management: $104.25 million
• Dividend Yield: 1.27%
• Net Expense Ratio: 0.40%
• Aggregate Rating: Hold

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 the year. Since then, UPGD stock has increased by 0.2% and is now trading at $69.29.
View the best growth stocks for 2025 here.

Who are Invesco Bloomberg Analyst Rating Improvers ETF's major shareholders?

Invesco Bloomberg Analyst Rating Improvers ETF's top institutional shareholders 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

• Issuer: Invesco
• Fund Name: Invesco Bloomberg Analyst Rating Improvers ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:UPGD
• Inception Date: 5/19/2006
• Fund Manager: Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: Bloomberg ANR Improvers Index
• Category: Size and Style
• Focus: Large & Mid Caps
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 56

Fund Statistics

• Assets Under Management: $104.25 million
• Average Daily Volume: $0.00
• Discount/Premium: -0.08%

Administrator, Advisor and Custodian

• Administrator: The Bank of New York Mellon Corporation
• Advisor: Invesco Capital Management, LLC
• Custodian: The Bank of New York Mellon Corporation
• Distributor: Invesco Distributors, Inc.
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Latour Trading

Miscellaneous

• Outstanding Shares: 1,500,000
• Beta: 0.99
• Creation Unit: 10,000
• Creation Fee: $250.00