Who owns UPGD?
Invesco Bloomberg Analyst Rating Improvers ETF · Invesco
33 institutions reported holding UPGD, worth $32.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UPGD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $13.0M | 158,385 | −1,201 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $9.2M | 112,789 | New position |
| LPL Financial LLC | Fort Mill, SC | $1.8M | 22,450 | +949 shares |
| Aspire Growth Partners LLC | Miromar Lakes, FL | $852K | 10,401 | −117 shares |
| Oxford Financial Group, Ltd. LLC | Indianapolis, IN | $819K | 10,000 | No change |
| HBK Sorce Advisory LLC | Erie, PA | $721K | 8,602 | −24 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $510K | 6,227 | −3,146 shares |
| Total Wealth Planning & Management, Inc. | Ponte Vedra Beach, FL | $478K | 5,831 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $471K | 5,744 | −685 shares |
| Flow Traders U.S. LLC | New York, NY | $441K | 5,377 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UPGD?
33 institutional managers reported holding UPGD in Form 13F filings for June 30, 2026, worth $32.1M in total. The largest reported position was held by Raymond James Financial Inc., at $13.0M.
Did institutions buy or sell UPGD last quarter?
Reported 13F value rose 56.8% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UPGD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.