Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Institutional Ownership $68.67 +0.91 (+1.34%) As of 05/2/2025 04:10 PM Eastern 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)16TotalInstitutional Inflows(last 12 months)$21.49MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$445.69K 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. Email Address 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 CompanyDetails4/23/2025 HBK Sorce Advisory LLC8,638$605K0.0%+3.3%0.568% 4/17/2025 Morey & Quinn Wealth Partners LLC4,916$344K0.3%-3.2%0.323% 4/16/2025 Wealth Enhancement Advisory Services LLC3,586$251K0.0%N/A0.236% 2/28/2025 Total 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% 2/12/2025 Morey & 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% 11/18/2024 Sunbelt 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% 10/16/2024 Quad Cities Investment Group LLC2,955$212K0.1%N/A0.173% 10/8/2024 CWM 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, 19 institutional investors and hedge funds held shares of Invesco Bloomberg Analyst Rating Improvers ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($13.46M), Raymond James & Associates ($4.35M), Tower Research Capital LLC TRC ($1.23M), Aspire Growth Partners LLC ($727K), HBK Sorce Advisory LLC ($605K), CWM LLC ($483K), and MGB Wealth Management LLC ($410K).Learn more on UPGD's institutional investors. Which institutional investors have been buying Invesco Bloomberg Analyst Rating Improvers ETF stock? Of the 16 institutional investors that purchased Invesco Bloomberg Analyst Rating Improvers ETF 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), Aspire Growth Partners LLC ($10.51K), CWM LLC ($6.73K), Total Wealth Planning & Management Inc. ($5.88K), MGB Wealth Management LLC ($5.70K), and Morey & Quinn Wealth Partners LLC ($5.08K). How much institutional buying is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have bought a total of 307,655 shares in the last 24 months. This purchase volume represents approximately $21.49M in transactions. Which Invesco Bloomberg Analyst Rating Improvers ETF 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: Citadel Advisors LLC ($5.38K), Tower Research Capital LLC TRC ($692.00), Bank of America Corp DE ($205.00), and Morey & Quinn Wealth Partners LLC ($165.00). How much institutional selling is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have sold a total of 6,446 shares in the last 24 months. This volume of shares sold represents approximately $445.69K in transactions. 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