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 PartnersA grave, grave error.I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...Paradigm Press | SponsoredThe DOJ Just Paved the Way for Account SeizuresWashington is running out of money…And guess where they'll look next? When governments go broke, they take ...Priority Gold | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBanks aren’t ready for this altcoin—are you?Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...Crypto 101 Media | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | 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.
