UPGD

Invesco Bloomberg Analyst Rating Improvers ETF
$74.48+0.48 (+0.65%)Financial ServicesNYSE_ARCA

Institutional Holders

38

as of Q4 2025

Total Shares Held

7.680041208404375e+136B

Total Value

$2.1212800030001e+73T

% of Float

—

Price History

$62.09$66.43$70.78$75.12$79.47Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO768,004$21.2M0.01%Share
2RAYMOND JAMES FINANCIAL INC120,840$8.0M0.00%Share
3RAYMOND JAMES FINANCIAL INC43,746$3.0M0.00%Share
4Tower Research Capital LLC (TRC)26,578$1.0M0.02%Share
5SUSQUEHANNA INTERNATIONAL GROUP, LLP15,236$1.0M0.00%Share
6Del-Sette Capital Management, LLC10,937$809K0.50%Share
7Aspire Growth Partners LLC10,518$778K0.54%Share
8OXFORD FINANCIAL GROUP, LTD. LLC10,000$739K0.04%Share
9CWM, LLC8,626$638K0.00%Share
10Total Wealth Planning & Management, Inc.5,831$431K0.32%Share
11MGB Wealth Management, LLC5,712$422K0.12%Share
12Morey & Quinn Wealth Partners, LLC4,704$348K0.25%Share
13Murphy, Middleton, Hinkle & Parker, Inc.627$320K0.15%Share
14Millstone Evans Group, LLC4,082$302K0.18%Share
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,596$272K0.00%Share
16YARGER WEALTH STRATEGIES, LLC3,577$264K0.11%Share
17Formidable Asset Management, LLC3,040$227K0.03%Share
18Geneos Wealth Management Inc.2,500$184K0.00%Share
19ARCADIA INVESTMENT ADVISORS LLC245$78K0.04%Share
20TRUST CO OF TOLEDO NA /OH/600$44K0.00%Share
21Keating Financial Advisory Services, Inc.169$12K0.00%Share
22UBS Group AG52$3K0.00%Share
23FLOW TRADERS U.S. LLC4,086$00.00%Share
24WELLS FARGO & COMPANY/MN0$00.00%Share
25HRT FINANCIAL LP9,026$00.00%Share
26OSAIC HOLDINGS, INC.700$00.00%Share
27Quantinno Capital Management LP3,263$00.00%Share
28STIFEL FINANCIAL CORP3,397$00.00%Share
29Clearstead Advisors, LLC500$00.00%Share
30Steward Partners Investment Advisory, LLC25$00.00%Share
31HBK Sorce Advisory LLC8,637$00.00%Share
32GLENMEDE TRUST CO NA3,550$00.00%Share
33FMR LLC558$00.00%Share
34BANK OF AMERICA CORP /DE/428$00.00%Share
35BANK OF AMERICA CORP /DE/830$00.00%Share
36LPL Financial LLC12,094$00.00%Share
37O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$00.00%Share
38MORGAN STANLEY3,940$00.00%Share