Total Holdings
53
Portfolio diversification across 53 positions
UPGD
(NYSEARCA)Invesco Bloomberg Analyst Rating Improvers ETF
$73.47-- (--)
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UPGD ETF Holdings: Invesco Bloomberg Analyst Rating Improvers ETF
Complete portfolio holdings with allocation weights, sector breakdown, and geographic exposure for this Equity ETF. Analyze fund diversification and concentration.
Assets Under Management
$103.48M
Total fund assets
Expense Ratio
0.40%
Annual management fee
Fund Issuer
Invesco
NYSEARCA
Portfolio Allocations
Distribution breakdown by sector, asset type, and geographic region. Understand the fund's diversification strategy across markets and asset classes.
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Top 50 Holdings by Portfolio Weight
View ticker symbols, company names, asset types, and allocation percentages for each position
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| # | Symbol | Name | Type | Weight |
|---|---|---|---|---|
| 1 |  | Old Dominion Freight Line, Inc | Stock | 2.83% |
| 2 |  | Caterpillar Inc. | Stock | 2.74% |
| 3 |  | Dollar General Corporation | Stock | 2.71% |
| 4 |  | Cloudflare, Inc. | Stock | 2.61% |
| 5 |  | Palantir Technologies Inc. | Stock | 2.56% |
| 6 |  | C.H. Robinson Worldwide, Inc. | Stock | 2.54% |
| 7 |  | International Business Machines Corporation | Stock | 2.53% |
| 8 |  | Deere & Company | Stock | 2.50% |
| 9 |  | Fair Isaac Corporation | Stock | 2.46% |
| 10 |  | Zoom Communications, Inc. | Stock | 2.41% |
| 11 |  | PACCAR Inc | Stock | 2.39% |
| 12 |  | The Estée Lauder Companies Inc | Stock | 2.38% |
| 13 | B BMY | Bristol-Myers Squibb Company | Stock | 2.37% |
| 14 |  | Waters Corporation | Stock | 2.35% |
| 15 |  | Northrop Grumman Corporation | Stock | 2.29% |
| 16 |  | Lennox International Inc | Stock | 2.25% |
| 17 |  | The Clorox Company | Stock | 2.25% |
| 18 |  | Cummins Inc | Stock | 2.25% |
| 19 |  | Williams-Sonoma, Inc | Stock | 2.20% |
| 20 |  | Marriott International, Inc | Stock | 2.19% |
| 21 |  | The Hershey Company | Stock | 2.18% |
| 22 |  | Colgate-Palmolive Company | Stock | 2.17% |
| 23 |  | NetApp, Inc. | Stock | 2.17% |
| 24 |  | 3M Company | Stock | 2.15% |
| 25 |  | Mettler-Toledo International Inc. | Stock | 2.14% |
| 26 |  | Charter Communications, Inc | Stock | 2.12% |
| 27 |  | American Electric Power Company, Inc. | Stock | 2.11% |
| 28 |  | Graco Inc | Stock | 2.10% |
| 29 |  | Snap-on Incorporated | Stock | 2.09% |
| 30 |  | Archer-Daniels-Midland Company | Stock | 2.09% |
| 31 |  | Cognizant Technology Solutions Corporation | Stock | 2.06% |
| 32 |  | Trane Technologies plc | Stock | 2.06% |
| 33 |  | WEC Energy Group, Inc. | Stock | 2.05% |
| 34 |  | DocuSign, Inc. | Stock | 2.05% |
| 35 |  | Airbnb, Inc. | Stock | 2.02% |
| 36 |  | Hormel Foods Corporation | Stock | 2.02% |
| 37 |  | Expeditors International of Washington, Inc | Stock | 2.01% |
| 38 |  | Ulta Beauty, Inc. | Stock | 2.01% |
| 39 |  | Alliant Energy Corporation | Stock | 2.01% |
| 40 |  | Hyatt Hotels Corporation | Stock | 2.00% |
| 41 |  | The Southern Company | Stock | 1.98% |
| 42 |  | Zimmer Biomet Holdings, Inc | Stock | 1.98% |
| 43 |  | Yum! Brands, Inc | Stock | 1.97% |
| 44 |  | Cintas Corporation | Stock | 1.95% |
| 45 |  | CenterPoint Energy, Inc | Stock | 1.95% |
| 46 |  | Rockwell Automation, Inc | Stock | 1.92% |
| 47 |  | Otis Worldwide Corporation | Stock | 1.92% |
| 48 |  | Kimberly-Clark Corporation | Stock | 1.91% |
| 49 |  | The J. M. Smucker Company | Stock | 1.89% |
| 50 |  | Rollins, Inc | Stock | 1.85% |
Frequently Asked Questions About Invesco Bloomberg Analyst Rating Improvers ETF Holdings
What are the top holdings in UPGD?
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) holds 53 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.
How concentrated is UPGD's portfolio?
Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review UPGD's holdings table to analyze concentration risk.
What is UPGD's sector allocation?
The Sector Allocation chart shows how UPGD distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.
What countries does UPGD invest in?
UPGD's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.
How diversified is UPGD ETF?
UPGD's diversification can be assessed by reviewing its 53 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.