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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.

$83.88

+$0.035 (+0.04%) yesterday

1:30 PM 08/26/26 Closed

1D price range

$83.65$83.90

52W price range

$70.92$84.66

YTD Perf.

+13.35%

YTD Flows

Annualized volatility

Fund AuM

€104M

Share class AuM

€104M

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 25, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 07/31/26

Consumer Non-Cyclicals

21.74%

Industrials

14.81%

Technology

13.07%

Consumer Cyclicals

11.87%

Consumer Services

8.61%

Non-Energy Materials

8.55%

Utilities

7.70%

Healthcare

6.94%

Business Services

4.34%

Finance

2.36%

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 €104M in assets as of August 25, 2026.

UPGD follows a distributing dividend policy, meaning it pays out income to investors. As of August 25, 2026, its 12-month trailing yield was 1.54%.

As of July 31, 2026, UPGD has significant geographic allocations in USA and Ireland.

As of July 31, 2026, UPGD focuses largely on Consumer Non-Cyclicals, Industrials and Technology.

As of July 31, 2026, UPGD holds 50 positions in its portfolio, with 35.81% of assets concentrated in its top 15 holdings.

As of July 31, 2026, UPGD top three holdings include NetApp, Inc., Expedia Group, Inc. and International Paper Co..

The base currency of UPGD is USD.

Top 10 holdings

Data as of 07/31/26

NetApp, Inc.

2.76%

Expedia Group, Inc.

2.65%

International Paper Co.

2.61%

Incyte Corp.

2.48%

Williams-Sonoma, Inc.

2.45%

Mettler-Toledo International, Inc.

2.43%

Cintas Corp.

2.39%

Verisk Analytics, Inc.

2.36%

Dollar General Corp.

2.33%

Allegion Plc

2.32%

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