INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2018 to Q4 2025

Type / Class
Equity / BLOOMBERG ANALYS
Symbol
UPGD
Price per share
$75.76
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
309,786
Total reported value
$23,241,658
% of total 13F portfolios
0%
Share change
-11,390
Value change
-$853,748
Number of holders
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 35 institutional investors reported holding 309,786 shares of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD).

Institutional Holders of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,108 $943,464 -$21,330 $75.76 5
2025 Q3 309,786 $23,241,658 -$853,748 $74.89 35
2025 Q2 327,007 $23,259,228 -$672,077 $70.96 35
2025 Q1 336,318 $23,528,496 +$5,239 $70.01 32
2024 Q4 336,625 $23,308,078 +$242,950 $69.12 35
2024 Q3 320,035 $22,996,495 +$154,208 $71.86 27
2024 Q2 317,889 $20,828,740 -$2,616,432 $65.48 26
2024 Q1 357,968 $23,678,196 -$4,251,840 $66.17 27
2023 Q4 423,085 $26,168,730 +$210,107 $61.79 27
2023 Q3 415,361 $23,172,315 -$4,197,266 $55.73 25
2023 Q2 489,274 $28,495,819 +$342,109 $58.19 29
2023 Q1 483,653 $26,793,881 +$908,245 $55.40 30
2022 Q4 467,257 $25,326,739 +$887,171 $54.19 27
2022 Q3 449,186 $22,767,555 +$1,303,522 $50.66 24
2022 Q2 423,397 $21,675,369 -$80,037 $51.16 26
2022 Q1 424,275 $25,928,081 -$2,078,152 $61.07 25
2021 Q4 457,673 $28,797,771 +$853,179 $62.86 27
2021 Q3 431,350 $25,935,472 +$3,134,496 $60.06 26
2021 Q2 379,234 $23,335,781 -$3,305,912 $61.50 25
2021 Q1 434,478 $25,170,581 -$3,362,824 $57.90 27
2020 Q4 484,644 $24,681,009 -$1,744,042 $50.93 21
2020 Q3 524,162 $20,868,454 -$2,750,584 $39.82 23
2020 Q2 593,370 $23,173,624 -$112,378 $39.05 22
2020 Q1 596,572 $17,098,465 -$4,571,711 $28.66 21
2019 Q4 732,398 $35,220,236 -$3,700,861 $48.09 24
2019 Q3 808,949 $34,427,024 -$988,787 $42.56 24
2019 Q2 832,017 $37,390,980 -$1,186,167 $44.94 23
2019 Q1 858,351 $37,527,488 -$1,857,480 $43.72 25
2018 Q4 898,725 $32,803,600 -$714,385 $36.52 21
2018 Q3 918,194 $44,476,377 +$2,057,490 $48.44 20
2018 Q2 876,174 $41,006,720 +$40,988,000 $46.80 19
2018 Q1 400 $17,308 +$17,308 $43.27 1