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 July 2, 2025
Industrials26.69%
Consumer Cyclical18.51%
Consumer Defensive14.90%
Technology13.86%
Healthcare8.21%
Utilities7.46%
Communication Services4.31%
Basic Materials3.94%
Energy2.12%

Top 10 Holdings (22.20% of total assets)

As of July 2, 2025
NameSymbol% Assets
Warner Bros. DiscoveryWBD2.39%
CloudflareNET2.28%
CarvanaCVNA2.26%
Ulta BeautyULTA2.25%
CaterpillarCAT2.24%
Rockwell AutomationROK2.18%
United RentalsURI2.18%
CarMaxKMX2.17%
AgilentA2.13%
IBMIBM2.12%

UPGD Key Statistics

AUM
108.95M
AUM108.95M
Price-Earnings ratio
24.35
Price-Earnings ratio24.35
30-Day yield
1.69
30-Day yield1.69
Average volume
855.70
Average volume855.70
High today
$72.46
High today$72.46
Low today
$72.46
Low today$72.46
Open price
$72.46
Open price$72.46
Volume
227.00
Volume227.00
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.