Who owns Invesco Bloomberg Analyst Rating Improvers ETF?
Institutional ownership of UPGD from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
23
13F holders
$18.8M
value, 2026 filers
16%
of shares outstanding (229,289 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UPGD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 158,385 | $13.0M | 0.0% | 11.1% | -0.8% |
| 2 | LPL Financial LLC | 22,450 | $1.8M | 0.0% | 1.6% | +4.4% |
| 3 | HBK Sorce Advisory LLC | 8,602 | $721,029 | 0.0% | 0.6% | -0.3% |
| 4 | Tower Research Capital LLC (TRC) | 6,227 | $510,199 | 0.0% | 0.4% | -33.6% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,744 | $470,625 | 0.0% | 0.4% | -10.7% |
| 6 | Millstone Evans Group, LLC | 4,065 | $333,059 | 0.2% | 0.3% | -0.4% |
| 7 | MORGAN STANLEY | 3,940 | $322,817 | 0.0% | 0.3% | 0.0% |
| 8 | YARGER WEALTH STRATEGIES, LLC | 3,577 | $295,298 | 0.1% | 0.2% | 0.0% |
| 9 | GLENMEDE TRUST CO NA | 3,550 | $290,863 | 0.0% | 0.2% | 0.0% |
| 10 | Quantinno Capital Management LP | 3,263 | $267,348 | 0.0% | 0.2% | 0.0% |
| 11 | STIFEL FINANCIAL CORP | 2,951 | $241,796 | 0.0% | 0.2% | 0.0% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,450 | $118,803 | 0.0% | 0.1% | 0.0% |
| 13 | FMR LLC | 1,265 | $103,610 | 0.0% | 0.1% | 0.0% |
| 14 | OSAIC HOLDINGS, INC. | 1,151 | $94,301 | 0.0% | 0.1% | 0.0% |
| 15 | UBS Group AG | 781 | $63,990 | 0.0% | 0.1% | -0.1% |
| 16 | TRUST CO OF TOLEDO NA /OH/ | 600 | $49,160 | 0.0% | 0% | 0.0% |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 417 | $34,166 | 0.0% | 0% | 0.0% |
| 18 | VIMA LLCNEW | 372 | $30,473 | 0.0% | 0% | new |
| 19 | Keating Financial Advisory Services, Inc. | 169 | $13,847 | 0.0% | 0% | 0.0% |
| 20 | Park Place Capital Corp | 161 | $13,191 | 0.0% | 0% | 0.0% |
| 21 | JPMORGAN CHASE & CONEW | 144 | $11,801 | 0.0% | 0% | new |
| 22 | Steward Partners Investment Advisory, LLC | 25 | $2,048 | 0.0% | 0% | 0.0% |
| 23 | WELLS FARGO & COMPANY/MN | 0 | $37 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.