INVESCO EXCHANGE TRADED FD T

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UPGD·46137V522·US·ETF·Unknown - Unknown

UPGD (INVESCO EXCHANGE TRADED FD T) is held by 16 institutional investors as of Q1 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($11.6M), LPL Financial LLC ($1.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($468,454). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Decreased	159,586(-3.0%)	$11.6M	0.0%	+21.31%	0
LPL Financial LLC	Increased	21,501(+77.8%)	$1.6M	0.0%	+20.25%	39
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	6,429(-57.8%)	$468,454	0.0%	+15.83%	0
CITADEL ADVISORS LLC	New	5,258	$383,128	0.0%	+5.20%	33
MORGAN STANLEY	Unchanged	3,940	$287,091	0.0%	+29.89%	0
JANE STREET GROUP, LLC	New	3,804	$277,181	0.0%	+5.20%	36
GLENMEDE TRUST CO NA	Unchanged	3,550	$258,673	0.0%	+10.58%	0
Quantinno Capital Management LP	Unchanged	3,263	$237,761	0.0%	+19.03%	0
STIFEL FINANCIAL CORP	Decreased	2,951(-13.1%)	$215,036	0.0%	+10.58%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	1,450	$105,655	0.0%	+91.46%	0
FMR LLC	Increased	1,265(+126.7%)	$92,144	0.0%	+11.84%	24
OSAIC HOLDINGS, INC.	Increased	1,151(+64.4%)	$83,873	0.0%	+36.42%	31
UBS Group AG	Increased	782(+1403.8%)	$56,981	0.0%	+5.78%	23
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	417	$30,385	0.0%	+40.48%	0
Steward Partners Investment Advisory, LLC	Unchanged	25	$1,822	0.0%	+21.55%	0
WELLS FARGO & COMPANY/MN	Unchanged	0	$14	0.0%	+19.03%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$93,078	0.0%	+12.10%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$667,000	0.0%	+6.09%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Exited	0(-100.0%)	$272,420	0.0%	+14.91%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer