Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Institutional Ownership $69.45 -0.80 (-1.14%) As of 03/28/2025 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)14TotalInstitutional Inflows(last 12 months)$21.22MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$434.14K 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 Remove Ads Invesco Bloomberg Analyst Rating Improvers ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/28/2025 Total Wealth Planning & Management Inc.5,878$406K0.4%N/A0.384% 2/17/2025 Citadel Advisors LLC5,468$378K0.0%-49.6%0.320% 2/17/2025 Bank of America Corp DE1,122$78K0.0%-15.4%0.066% 2/17/2025 Aspire Growth Partners LLC10,511$727K0.7%N/A0.615% 2/14/2025 Tower Research Capital LLC TRC 17,842$1.23M0.0%-3.7%1.043% 2/13/2025 Wells Fargo & Company MN430$30K0.0%N/A0.025% 2/13/2025 Smith Moore & CO.3,195$221K0.0%+14.3%0.187% 2/12/2025 Morey & Quinn Wealth Partners LLC5,081$351K0.3%N/A0.297% 2/11/2025 Millstone Evans Group LLC4,512$312K0.2%N/A0.264% 2/6/2025 Raymond James Financial Inc.194,727$13.46M0.0%N/A11.388% 11/18/2024 Sunbelt Securities Inc.880$63K0.0%N/A0.051% 11/14/2024 Flow Traders U.S. LLC4,695$337K0.0%N/A0.275% 11/13/2024 FMR LLC808$58K0.0%N/A0.047% 11/12/2024 MGB 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)Remove Ads UPGD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UPGD shares? During the previous two years, 17 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), CWM LLC ($483K), MGB Wealth Management LLC ($410K), and Total Wealth Planning & Management Inc. ($406K).Learn more on UPGD's institutional investors. Which institutional investors have been buying Invesco Bloomberg Analyst Rating Improvers ETF stock? Of the 14 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 303,793 shares in the last 24 months. This purchase volume represents approximately $21.22M 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), and Bank of America Corp DE ($205.00). How much institutional selling is happening at Invesco Bloomberg Analyst Rating Improvers ETF? Institutional investors have sold a total of 6,281 shares in the last 24 months. This volume of shares sold represents approximately $434.14K in transactions. 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