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Invesco Bloomberg Analyst Rating Improvers ETF ETF AnalysisComprehensive ETF analysis for Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisUPGD
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
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  3. Invesco Bloomberg Analyst Rating Improvers ETFUPGDETF
Invesco Bloomberg Analyst Rating Improvers ETF Logo

Invesco Bloomberg Analyst Rating Improvers ETF

ETF
🇺🇸UPGD•AMEX•Equity

Your view on UPGD

Invesco Bloomberg Analyst Rating Improvers ETF Logo

Invesco Bloomberg Analyst Rating Improvers ETF

ETFInvesco
🇺🇸UPGD•AMEX•Equity
AUM (USD)$117.18M
Expense Ratio0.4%
Holdings57

Sentiment

AUM (USD)

$117.18M

Expense Ratio

0.4%

Holdings

57

Sentiment

UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Overview for Invesco Bloomberg Analyst Rating Improvers ETF

Fund Type
ETF
Fund Issuer
Invesco
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
May 19, 2006
Domicile
US
Website
invesco.com/content/invesco/us/en/financial-products/etfs/invesco-bloomberg-analyst-rating-improvers-etf.html
Fund Type
ETF
Fund Issuer
Invesco
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
May 19, 2006
Domicile
US
Website
invesco.com/content/invesco/us/en/financial-products/etfs/invesco-bloomberg-analyst-rating-improvers-etf.html
Fund Type
ETF
Fund Issuer
Invesco
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
May 19, 2006
Domicile
US
Website
invesco.com/content/invesco/us/en/financial-products/etfs/invesco-bloomberg-analyst-rating-improvers-etf.html

About this fund

The Invesco Bloomberg Analyst Rating Improvers ETF (Fund) is based on the Bloomberg ANR Improvers Index (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index. The Index aims to select the 50 companies with the highest analy…

UPGD Stock Price

Key Facts

Equity

Expense Ratio

0.4%

AUM

$117.18M

Fund Details

NAV$81.21 USD
Holdings57
Average Volume1.5K
Inception DateMay 19, 2006
Asset ClassEquity
Fund IssuerInvesco
DomicileUS
ISINUS46137V5223
CUSIP46137V522
NAV CurrencyUSD

Expense Ratio

0.4%

Assets Under Management

$117.18M

NAV

$81.21 USD

Holdings

57

Average Volume

1.5K

Inception Date

May 19, 2006

Asset Class

Equity

Fund Issuer

Invesco

Domicile

US

ISIN

US46137V5223

CUSIP

46137V522

NAV Currency

USD

Expense Ratio

0.4%

Assets Under Management

$117.18M

NAV

$81.21 USD

Holdings

57

Average Volume

1.5K

Inception Date

May 19, 2006

Asset Class

Equity

Fund Issuer

Invesco

Domicile

US

ISIN

US46137V5223

CUSIP

46137V522

NAV Currency

USD

Data last updated: Sep 13, 2026, 07:12 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is UPGD?

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is a Equity fund from Invesco, listed since 2006, with $117.2M in assets under management, a 0.40% expense ratio, a NAV of $81.21 USD.

What's in UPGD? Top 10 holdings

HoldingWeight
Illumina Inc ILMN2.95%
Bloom Energy Corp BE2.86%
Intel Corp INTC2.58%
F5 Inc FFIV2.47%
NetApp Inc NTAP2.37%
Texas Instruments Inc TXN2.27%
Mettler-Toledo International Inc MTD2.23%
Tesla Inc TSLA2.22%
eBay Inc EBAY2.15%
Expeditors International of Washington Inc EXPD2.15%

UPGD sector breakdown

  • Consumer Cyclical 24.60%
  • Industrials 23.27%
  • Consumer Defensive 19.98%
  • Technology 12.30%
  • Utilities 7.26%
  • Healthcare 7.06%
  • Basic Materials 3.65%
  • Communication Services 1.88%

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