Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Institutional Ownership $72.09 +0.40 (+0.56%) As of 07/8/2025 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)18TotalInstitutional Inflows(last 12 months)$23.02MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$1.21M 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 CompanyDetails5/14/2025Flow 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% 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% 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. 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, 22 institutional investors and hedge funds held shares of Invesco Bloomberg Analyst Rating Improvers ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($12.90M), Raymond James & Associates ($4.35M), LPL Financial LLC ($1.84M), Tower Research Capital LLC TRC ($1.23M), Aspire Growth Partners LLC ($710K), HBK Sorce Advisory LLC ($605K), and CWM LLC ($483K).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 18 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), Aspire Growth Partners LLC ($10.51K), CWM LLC ($6.73K), Total Wealth Planning & Management Inc. ($5.88K), and MGB Wealth Management LLC ($5.70K). How much institutional buying is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have bought a total of 329,491 shares in the last 24 months. This purchase volume represents approximately $23.02M 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. ($10.45K), Citadel Advisors LLC ($5.38K), Tower Research Capital LLC TRC ($692.00), Formidable Asset Management LLC ($325.00), Bank of America Corp DE ($205.00), Morey & Quinn Wealth Partners LLC ($165.00), and Aspire Growth Partners LLC ($143.00). How much institutional selling is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have sold a total of 17,362 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions. Related Companies EUSM Institutional Ownership ISEP Institutional Ownership GINX Institutional Ownership IOCT Institutional Ownership CHGX Institutional Ownership GQQQ Institutional Ownership TSEL Institutional Ownership IJUL Institutional Ownership EFAA Institutional Ownership IMAR Institutional Ownership This page (NYSEARCA:UPGD) was last updated on 7/9/2025 by MarketBeat.com Staff From Our PartnersPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. 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