UPGD stock icon

Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

$70.56
0.24%

Market Cap: $113M

0
Funds holding %
of 6,728 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 25 [Q1] → 25 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.08% less ownership

Funds ownership: 20.23% [Q1] → 19.15% (-1.08%) [Q2]

14% less capital invested

Capital invested by funds: $24.1M [Q1] → $20.8M (-$3.26M) [Q2]

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Research analyst outlook

We haven’t received any recent analyst ratings for UPGD.

Financial journalist opinion