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NYSEARCA:UPGD

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

$70.24 +0.06 (+0.09%)
As of 04:10 PM Eastern

About Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD)

Key Stats

Today's Range
$70.22
$70.31
50-Day Range
$68.15
$73.05
52-Week Range
$62.74
$75.85
Volume
1,346 shs
Average Volume
1,971 shs
Market Capitalization
$106.76 million
Assets Under Management
$106.99 million
Dividend Yield
1.25%
Net Expense Ratio
0.40%
Aggregate Rating
Hold

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.

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Invesco Bloomberg Analyst Rating Improvers ETF Expenses

TypeUPGDLarge & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.40%0.60%0.56%0.51%0.53%
Other Expenses0.00%0.41%0.49%0.57%0.53%
Total Expense0.40%0.67%0.72%0.73%0.71%
Fee Waiver0.00%-0.27%-0.50%-0.66%-0.55%
Net Expense0.40%0.64%0.63%0.58%0.60%
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UPGD ETF News Headlines

UPGD: A Super Interesting Fund Focused On Analysts
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UPGD ETF - Frequently Asked Questions

Invesco Bloomberg Analyst Rating Improvers ETF's stock was trading at $69.12 at the beginning of the year. Since then, UPGD shares have increased by 1.6% and is now trading at $70.24.
View the best growth stocks for 2025 here
.

Top institutional shareholders of Invesco Bloomberg Analyst Rating Improvers ETF include Raymond James Financial Inc. (11.39%), Tower Research Capital LLC TRC (1.04%), Aspire Growth Partners LLC (0.61%) and Total Wealth Planning & Management Inc. (0.38%).

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
50

Fund Statistics

Assets Under Management
$106.99 million
Average Daily Volume
$0.00
Discount/Premium
-0.07%

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

Beta
1.23
Creation Unit
10,000
Creation Fee
$250.00
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Top 10 UPGD Holdings

UPGD Sector Exposure

UPGD Industry Exposure


This page (NYSEARCA:UPGD) was last updated on 3/26/2025 by MarketBeat.com Staff
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