Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Institutional Ownership $73.24 -0.08 (-0.11%) As of 09:45 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$23.38MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$1.97M Get UPGD Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco Bloomberg Analyst Rating Improvers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data UPGD Institutional Buying and Selling by Quarter Invesco Bloomberg Analyst Rating Improvers ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025Tower Research Capital LLC TRC 15,847$1.13M0.0%-23.3%1.056% 8/14/2025Raymond James Financial Inc.179,823$12.76M0.0%-2.4%11.988% 8/13/2025Flow Traders U.S. LLC4,051$287K0.0%-22.8%0.270% 8/12/2025Del Sette Capital Management LLC11,042$784K0.5%N/A0.736% 8/4/2025HBK Sorce Advisory LLC8,866$629K0.0%+2.6%0.590% 7/24/2025Trust Co. of Toledo NA OH600$43K0.0%N/A0.040% 7/23/2025Morey & Quinn Wealth Partners LLC4,706$334K0.3%-4.3%0.313% 5/14/2025Flow Traders U.S. LLC5,245$367K0.0%+11.7%0.345% 5/14/2025Aspire Growth Partners LLC10,368$710K0.6%-1.4%0.682% 5/13/2025Freestone Capital Holdings LLC3,263$228K0.0%N/A0.215% Get the Latest News and Ratings for UPGD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco Bloomberg Analyst Rating Improvers ETF and its competitors with MarketBeat's FREE daily newsletter. 5/13/2025Raymond James Financial Inc.184,279$12.90M0.0%-5.4%12.124% 5/7/2025LPL Financial LLC26,269$1.84M0.0%+218.6%1.728% 5/5/2025Formidable Asset Management LLC3,340$234K0.0%-8.9%0.220% 4/23/2025HBK Sorce Advisory LLC8,638$605K0.0%+3.3%0.568% 4/17/2025Morey & Quinn Wealth Partners LLC4,916$344K0.3%-3.2%0.323% 4/16/2025Wealth Enhancement Advisory Services LLC3,586$251K0.0%N/A0.236% 2/28/2025Total Wealth Planning & Management Inc.5,878$406K0.4%N/A0.384% 2/17/2025Citadel Advisors LLC5,468$378K0.0%-49.6%0.320% 2/17/2025Bank of America Corp DE1,122$78K0.0%-15.4%0.066% 2/17/2025Aspire Growth Partners LLC10,511$727K0.7%N/A0.615% 2/14/2025Tower Research Capital LLC TRC17,842$1.23M0.0%-3.7%1.043% 2/13/2025Wells Fargo & Company MN430$30K0.0%N/A0.025% 2/13/2025Smith Moore & CO.3,195$221K0.0%+14.3%0.187% 2/12/2025Morey & Quinn Wealth Partners LLC5,081$351K0.3%N/A0.297% 2/11/2025Millstone Evans Group LLC4,512$312K0.2%N/A0.264% 2/6/2025Raymond James Financial Inc.194,727$13.46M0.0%N/A11.388% 11/18/2024Sunbelt Securities Inc.880$63K0.0%N/A0.051% 11/14/2024Flow Traders U.S. LLC4,695$337K0.0%N/A0.275% 11/13/2024FMR LLC808$58K0.0%N/A0.047% 11/12/2024MGB Wealth Management LLC5,700$410K0.1%N/A0.333% 10/18/2024Raymond James & Associates60,488$4.35M0.0%N/A3.537% 10/16/2024Quad Cities Investment Group LLC2,955$212K0.1%N/A0.173% 10/8/2024CWM LLC6,728$483K0.0%N/A0.393% (Data available from 1/1/2016 forward) UPGD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UPGD shares? During the previous two years, 24 institutional investors and hedge funds held shares of Invesco Bloomberg Analyst Rating Improvers ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($12.76M), Raymond James & Associates ($4.35M), LPL Financial LLC ($1.84M), Tower Research Capital LLC TRC ($1.13M), Del Sette Capital Management LLC ($784K), Aspire Growth Partners LLC ($710K), and HBK Sorce Advisory LLC ($629K).Learn more on Invesco Bloomberg Analyst Rating Improvers ETF's institutional investors. Which institutional investors have been buying Invesco Bloomberg Analyst Rating Improvers ETF's stock? Of the 20 institutional investors that purchased Invesco Bloomberg Analyst Rating Improvers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($194.73K), Raymond James & Associates ($60.49K), LPL Financial LLC ($18.02K), Del Sette Capital Management LLC ($11.04K), Aspire Growth Partners LLC ($10.51K), CWM LLC ($6.73K), and Total Wealth Planning & Management Inc. ($5.88K). How much institutional buying is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have bought a total of 334,633 shares in the last 24 months. This purchase volume represents approximately $23.38M in transactions. Which of Invesco Bloomberg Analyst Rating Improvers ETF's major shareholders have been selling company stock? The following institutional investors have sold Invesco Bloomberg Analyst Rating Improvers ETF stock in the last 24 months: Raymond James Financial Inc. ($14.90K), Tower Research Capital LLC TRC ($5.50K), Citadel Advisors LLC ($5.38K), Flow Traders U.S. LLC ($1.19K), Morey & Quinn Wealth Partners LLC ($375.00), Formidable Asset Management LLC ($325.00), and Bank of America Corp DE ($205.00). How much institutional selling is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have sold a total of 28,031 shares in the last 24 months. This volume of shares sold represents approximately $1.97M in transactions. Related Companies EUSM Institutional Ownership ISEP Institutional Ownership GQQQ Institutional Ownership GINX Institutional Ownership CHGX Institutional Ownership TSEL Institutional Ownership IAUG Institutional Ownership IBUF Institutional Ownership BUFI Institutional Ownership FINT Institutional Ownership This page (NYSEARCA:UPGD) was last updated on 10/14/2025 by MarketBeat.com Staff From Our PartnersURGENT: The Market's 3 Red Flags Are FlashingHere’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...StockEarnings | SponsoredGold to $27,533?This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... And it's sparking urgent chatter...Stansberry Research | SponsoredThe Army Just Got a New Drone SupplierA cutting-edge drone developer just secured a U.S. Army deal to supply its Flex FPV Modular Drones and build a...The Tomorrow Investor | SponsoredWhat if your job didn’t matter — and neither did China’s chip ban?If you’ve been watching the headlines lately…You’ve seen how Nvidia and AMD just got the green light to resume...Timothy Sykes | SponsoredNvidia CEO shares biggest regret?Earlier this year I predicted that the only reason Elon was in Washington was to push an AI-first agenda. Sinc...Altimetry | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredAI's Next Magnificent SevenThe original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...The Oxford Club | SponsoredBuffett, Gates and Bezos Quietly Dumping Stocks—Here's WhyImagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco Bloomberg Analyst Rating Improvers ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Invesco Bloomberg Analyst Rating Improvers ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
