Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
74.82
-0.14
(-0.19%)
USD |
NYSEARCA |
Dec 04, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.40% | -0.16% | 108.12M | 1322.70 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.71% | 191.0% | -10.05M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the investment results (before fees and expenses) of the Bloomberg ANR Improvers Index. The Index Provider maintains and calculates the Underlying Index, which is comprised of large- and mid-cap U.S. equity securities with the most improved consensus ratings over the previous 12 months. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Invesco |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 05, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 99.97% |
| Bond | 0.01% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the investment results (before fees and expenses) of the Bloomberg ANR Improvers Index. The Index Provider maintains and calculates the Underlying Index, which is comprised of large- and mid-cap U.S. equity securities with the most improved consensus ratings over the previous 12 months. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Invesco |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |