Invesco Bloomberg Analyst Rating Improvers ETF

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About UPGD

UPGD 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. 

Index-Tracked
Bloomberg ANR Improvers TR USD
Index-TrackedBloomberg ANR Improvers TR USD
Category
Mid-Cap Blend
CategoryMid-Cap Blend
Number of holdings
53
Number of holdings53
Inception Date
May 19, 2006
Inception DateMay 19, 2006

What's in this fund

Sectors

As of May 15, 2025
Industrials25.96%
Technology19.04%
Consumer Defensive16.02%
Consumer Cyclical9.52%
Healthcare7.24%
Utilities6.34%
Energy6.04%
Basic Materials5.86%
Communication Services2.11%
Financial Services1.87%

Top 10 Holdings (22.39% of total assets)

As of May 15, 2025
NameSymbol% Assets
OktaOKTA2.63%
Fair IsaacFICO2.50%
Northrop GrummanNOC2.23%
LockheedLMT2.18%
AlbertsonsACI2.17%
Consolidated EdisonED2.17%
RTX CorporationRTX2.14%
CarvanaCVNA2.14%
KrogerKR2.12%
Rockwell AutomationROK2.11%

UPGD Key Statistics

AUM
108.65M
AUM108.65M
Price-Earnings ratio
21.16
Price-Earnings ratio21.16
30-Day yield
2.06
30-Day yield2.06
Average volume
1.80K
Average volume1.80K
High today
$71.48
High today$71.48
Low today
$71.22
Low today$71.22
Open price
$71.24
Open price$71.24
Volume
10.63K
Volume10.63K
52 Week high
$75.85
52 Week high$75.85
52 Week low
$61.76
52 Week low$61.76
Expense ratio
0.40
Expense ratio0.40
View Prospectus and Reports

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.