# Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) — Overview

UPGD · NYSE · Fund

Canonical page: https://www.lighthorse.io/tickers/upgd

## Price

Last close $81.65 on Oct 15, 2026. 52-week range $70.85 – $84.64.

## Fund profile

UPGD tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations.

| Metric | Value |
| --- | --- |
| Issuer | Invesco Capital Management LLC |
| Industry | — |
| Inception | May 19, 2006 |
| Assets under management | $109.0M |
| Expense ratio | 0.40% |
| Net asset value | $81.76 (as of Oct 14, 2026) |
| Distributions | Annually |
| Leverage | 1x |

## Frequently Asked Questions

### What is Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)?

UPGD tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations.

### What is UPGD's expense ratio?

Invesco Bloomberg Analyst Rating Improvers ETF charges an annual expense ratio of 0.40%. The fund is issued by Invesco Capital Management LLC.

### How large is UPGD?

Invesco Bloomberg Analyst Rating Improvers ETF manages $109.0M in assets and has traded since May 19, 2006.

### How do I buy shares of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)?

UPGD trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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Data provided by [AInvest](https://www.ainvest.com).