Who owns Invesco Bloomberg Analyst Rating Improvers ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UPGD from SEC Form 13F filings across 33 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.
As of the 2026-06-30 reporting period, 33 institutions disclosed 390,915 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $32.1M — about 27.3% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
33
13F holders
$32.1M
value, 2026 filers
27.3%
of shares outstanding (390,915 sh)
5
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 | Kingsview Wealth Management, LLCNEW | 112,789 | $9.2M | 0.1% | 7.9% | new |
| 3 | LPL Financial LLC | 22,450 | $1.8M | 0.0% | 1.6% | +4.4% |
| 4 | Aspire Growth Partners LLC | 10,401 | $852,227 | 0.5% | 0.7% | -1.1% |
| 5 | OXFORD FINANCIAL GROUP, LTD. LLC | 10,000 | $819,333 | 0.0% | 0.7% | 0.0% |
| 6 | HBK Sorce Advisory LLC | 8,602 | $721,029 | 0.0% | 0.6% | -0.3% |
| 7 | Tower Research Capital LLC (TRC) | 6,227 | $510,199 | 0.0% | 0.4% | -33.6% |
| 8 | Total Wealth Planning & Management, Inc. | 5,831 | $477,753 | 0.3% | 0.4% | 0.0% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,744 | $470,625 | 0.0% | 0.4% | -10.7% |
| 10 | FLOW TRADERS U.S. LLCNEW | 5,377 | $441,000 | 0.0% | 0.4% | new |
| 11 | Geneos Wealth Management Inc. | 5,000 | $409,667 | 0.0% | 0.3% | +100.0% |
| 12 | Beacon Pointe Advisors, LLCNEW | 5,000 | $409,667 | 0.0% | 0.3% | new |
| 13 | Millstone Evans Group, LLC | 4,065 | $333,059 | 0.2% | 0.3% | -0.4% |
| 14 | Morey & Quinn Wealth Partners, LLC | 3,979 | $326,013 | 0.2% | 0.3% | -15.4% |
| 15 | MORGAN STANLEY | 3,940 | $322,817 | 0.0% | 0.3% | 0.0% |
| 16 | YARGER WEALTH STRATEGIES, LLC | 3,577 | $295,298 | 0.1% | 0.2% | 0.0% |
| 17 | GLENMEDE TRUST CO NA | 3,550 | $290,863 | 0.0% | 0.2% | 0.0% |
| 18 | Quantinno Capital Management LP | 3,263 | $267,348 | 0.0% | 0.2% | 0.0% |
| 19 | Formidable Asset Management, LLC | 3,004 | $218,889 | 0.0% | 0.2% | 0.0% |
| 20 | STIFEL FINANCIAL CORP | 2,951 | $241,796 | 0.0% | 0.2% | 0.0% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,450 | $118,803 | 0.0% | 0.1% | 0.0% |
| 22 | FMR LLC | 1,265 | $103,610 | 0.0% | 0.1% | 0.0% |
| 23 | OSAIC HOLDINGS, INC. | 1,151 | $94,301 | 0.0% | 0.1% | 0.0% |
| 24 | UBS Group AG | 781 | $63,990 | 0.0% | 0.1% | -0.1% |
| 25 | TRUST CO OF TOLEDO NA /OH/ | 600 | $49,160 | 0.0% | 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. Research, not investment advice.