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›ETF Issuers›Invesco›UPGD

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

Passive ETF Equity

Not rated

The UPGD Exchange Traded Fund (ETF) is provided by Invesco. It is built to track an index: Bloomberg ANR Improvers Index. The UPGD ETF provides physical exposure, so by buying it you actually own parts of all the 50 underlying holdings. This share class generates a stream of income by distributing dividends.

$83.21

-$0.61 (-0.72%) yesterday

1:30 PM 08/06/26 Closed

1D price range

$83.17$83.48

52W price range

$70.92$84.24

YTD Perf.

+13.23%

YTD Flows

Annualized volatility

Fund AuM

€105M

Share class AuM

€105M

TTM Yield

Tracking Error

Tracking Difference

Characteristics

ISIN

US46137V5223

TER

0.4%

Inception date

5/19/2006

Issuer

Invesco

Benchmark

Bloomberg ANR Improvers Index

Replication method

Dividend policy

Distributing

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API

PerformanceDec 31, 2025 - Aug 5, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 06/30/26

Consumer Non-Cyclicals

21.33%

Industrials

16.05%

Technology

13.01%

Consumer Cyclicals

12.54%

Consumer Services

8.32%

Non-Energy Materials

8.30%

Utilities

8.09%

Healthcare

6.39%

Business Services

3.90%

Finance

2.05%

Latest UPGD news

No content available for this fund

FAQ about UPGD

UPGD is a Passive ETF. This ETF provides exposure to Equally Weighted Large and Mid-Cap US Equities.

UPGD tracks the Bloomberg ANR Improvers Index - USD, through a full replication replication method.

UPGD carries a total expense ratio (TER) of 0.4%, indicating the annual cost for holding the fund.

UPGD was introduced to the market on May 19, 2006. It trades on United States

Invesco Bloomberg Analyst Rating Improvers ETF, UPGD, is provided by Invesco. Learn more about Invesco here.

UPGD oversees €105M in assets as of August 5, 2026.

UPGD follows a distributing dividend policy, meaning it pays out income to investors. As of August 5, 2026, its 12-month trailing yield was 1.54%.

As of June 30, 2026, UPGD has significant geographic allocations in USA and Ireland.

As of June 30, 2026, UPGD focuses largely on Consumer Non-Cyclicals, Industrials and Technology.

As of June 30, 2026, UPGD holds 50 positions in its portfolio, with 33.64% of assets concentrated in its top 15 holdings.

As of June 30, 2026, UPGD top three holdings include Williams-Sonoma, Inc., NetApp, Inc. and International Paper Co..

The base currency of UPGD is USD.

Top 10 holdings

Data as of 06/30/26

Williams-Sonoma, Inc.

2.55%

NetApp, Inc.

2.46%

International Paper Co.

2.41%

Expedia Group, Inc.

2.32%

PPG Industries, Inc.

2.27%

Incyte Corp.

2.25%

Mettler-Toledo International, Inc.

2.25%

Lennox International, Inc.

2.20%

Dollar General Corp.

2.20%

Rivian Automotive, Inc.

2.19%

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