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 April 22, 2025
Industrials25.17%
Consumer Defensive18.15%
Technology17.14%
Consumer Cyclical8.67%
Healthcare7.43%
Utilities7.40%
Energy6.32%
Basic Materials5.72%
Communication Services2.27%
Financial Services1.73%

Top 10 Holdings (24.05% of total assets)

As of April 22, 2025
NameSymbol% Assets
Consolidated EdisonED2.63%
KrogerKR2.46%
ExelonEXC2.45%
AlbertsonsACI2.42%
HormelHRL2.37%
Northrop GrummanNOC2.37%
LockheedLMT2.35%
Fair IsaacFICO2.36%
WEC EnergyWEC2.32%
ConagraCAG2.32%

UPGD Key Statistics

AUM
100.85M
AUM100.85M
Price-Earnings ratio
19.93
Price-Earnings ratio19.93
30-Day yield
2.14
30-Day yield2.14
Average volume
2.39K
Average volume2.39K
High today
$66.94
High today$66.94
Low today
$66.50
Low today$66.50
Open price
$66.50
Open price$66.50
Volume
3.50K
Volume3.50K
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.