NYSEARCA:UPGD Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News $74.74 +0.24 (+0.32%) As of 09/5/2025 04:10 PM Eastern 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$74.39▼$74.8850-Day Range$70.96▼$74.9952-Week Range$61.76▼$75.85Volume1,125 shsAverage Volume1,591 shsMarket Capitalization$112.11 millionAssets Under Management$111.02 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.comHamilton’s 100-to-1 tradePorter Stansberry has made a career out of bold calls that go against the mainstream narrative — from the 1998 emerging market crisis to the 2007 financial meltdown. Now he and his top analyst say they’ve uncovered what may be the most asymmetric opportunity of their careers. The setup echoes one of the most remarkable trades in U.S. history, when “worthless” paper currency turned into fortunes overnight. Today, a similar mispricing is hiding inside a boring blue-chip company — and when Wall Street catches on, the revaluation could be dramatic.September 6 at 2:00 AM | Porter & Company (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 start of the year. Since then, UPGD shares have increased by 8.1% and is now trading at $74.74. Who are Invesco Bloomberg Analyst Rating Improvers ETF's major shareholders? Top institutional investors 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 Holdings52 Fund Statistics Assets Under Management$111.02 million Average Daily Volume$0.00 Discount/Premium-0.13% 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 Beginner's Guide To Retirement StocksEnter your email address and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio. 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 9/6/2025 by MarketBeat.com Staff From Our PartnersStunning 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 | SponsoredScientists Discover Untapped Energy Source in Heart of USACrash Coming Sept 30? 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